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Herbert Family Foundation at a glance

· Private foundation

Herbert Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$348k
Granted FY2024still arriving
15
Grants FY2024still arriving
1
States reached
$150k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Health$1.3MEducation$358kArts & Culture$111kPublic Benefit$100kReligion$70kPhilanthropy$31kInternational$10kCommunity Improvement$10kOther$0
02FY2024 · 15 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k4 grants · $21k
  • $10k–50k10 grants · $177k
  • $50k–250k1 grant · $150k
$10,000
Median grant
1
States reached
$5.4M
Total assets
Largest grants
RecipientAmount
UNIVERSITY OF CALIFORNIA IRVINE$150,000
ORANGE COUNTY COMMUNITY FOUNDATION$30,000
SHERMAN LIBRARY & GARDENS$25,000
CITY OF HOPE ORANGE COUNTY$25,000
HOAG HOSPITAL FOUNDATION$25,000
UNIVERSITY OF CALIFORNIA IRVINE$20,000
ST JAMES EPISCOPAL CHURCH$12,000
RICHARD NIXON FOUNDATION$10,000
AMERICAN ACADEMY OF OPHTHALMOLOGY$10,000
DISCOVERY EYE FOUNDATION$10,000
SEGERSTROM CENTER FOR THE ARTS$10,000
UNIVERSITY OF CALIFORNIA IRVINE$6,000
CASA ROMANTICA CULTURAL CENTER AND GARDENS$5,000
FLYING LEATHERNECK HISTORICAL FOUNDATION$5,000
ST FRANCIS EPISCOPAL CHURCH$5,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY18–18, $1k) land where the poverty rate runs at 10%, against an area that typically sits at 11%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%SAN CLEMENTE MILITARY FAMILY OUTREACH: $1k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

97%of every dollar goes to organizations it has funded before.
$1.9M · 15 repeat orgs$55k to everyone else

15 repeat relationships: 10 still active in FY2024, 5 since wound down; 2 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

15
10

Total granted

$1.9M
$25k

Median revenue growth · since first grant

+36%
+50%

Still filing today

53%
70%

New vs renewed · share of each year

In FY2024, 91% of grant dollars renewed an existing relationship; $30k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
HealthArts & CultureEducationHuman ServicesCommunity ImprovementOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • HH
    HOAG HOSPITAL FOUNDATION
    5× · 2017–2024 · $107k · revenue +300%
  • SC
    Segerstrom Center for the Arts
    5× · 2017–2024 · $76k · revenue +57%
  • TR
    THE RICHARD NIXON FOUNDATION
    4× · 2021–2024 · $55k · revenue +13%

Funded once

  • CV
    CHARITABLE VENTURES OF ORANGE COUNTY
    one grant, 2022 · $10k · revenue -20%
  • RC
    Rosenthal Center for Addictions Studies
    one grant, 2017 · $5k · revenue -97%
  • AD
    ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INCgraduated
    one grant, 2017 · $3k · revenue +40%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Doheny Eye Institute

To further the conservation, improvement and restoration of human eyesight" (mrs. doheny - 1947).

—
2
Marshall B Ketchum University

To educate caring, inspired health care professionals who are prepared to deliver collaborative, patient-centric health care in an interprofessional environment.

Education
3
The Children's Hospital of Philadelphia

The children's hospital of philadelphia, the oldest hospital in the united states dedicated exclusively to pediatrics, strives to be the world leader in the advancement of health care for children by integrating excellent patient care,…

Health
4
University of California Irvine Foundation

The mission of the university of california, irvine foundation (uc irvine foundation) is to raise and manage private funds to support uc irvine's broader mission of excellence in teaching, research and public service. to this end, the uc…

Education
5
The Central European University

Ceu is committed to promoting the values of open society and self-reflective critical thinking. it aims at excellence in the mastery of established knowledge, courage to pursue the creation of new knowledge in the humanities, the social…

International
6
Occidental College

See schedule othe mission of occidental college is to provide a gifted and diverse group of students with a total educational experience of the highest quality - one that prepares them for leadership in an increasingly complex,…

Education
7
Southern California University of Health Sciences

The mission of southern california university of health sciences (scu) is to educate students as competent, caring and successful practitioners of integrative healthcare. the university is committed to providing excellence in academics,…

Education
8
Children's Hospital & Research Center At Oakland

The mission of children's hospital & research center at oakland is to protect and advance the health and well-being of children through clinical care, teaching and research.

Health
9
Memorial Sloan-Kettering Cancer Center

Leadership in the prevention, treatment, and cure of cancer through excellence, vision and cost effectiveness in patient care, outreach programs, research, and education.

Health
10
Scripps Health

Founded in 1924 by philanthropist Ellen Browning Scripps, Scripps Health is a $4.9 billion, private not-for-profit integrated health system in San Diego, Ca. (see Sch O)

Health
11
Usc Arcadia Hospital Foundation

Mission statement the mission of usc arcadia hospital foundation educates and inspires the community to generously support quality medical care at usc arcadia hospital.

Health
12
Ucla Foundation

The ucla foundation is the giving, receiving, and investing arm of the ucla campus. the foundation enables private donors to help build, sustain and advance one of the world's finest academic and research institutions. private philanthropy…

Education
How this is measured
The grantee most central to the portfolio’s shape is Orange County Community Foundation; the most unlike its peers is Rosenthal Center for Addictions Studies. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

20 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 20 of the 30 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
19/20
Grantees still filing
14/20
Grew since first funded

Where the money sits, by cause and then by grantee

UNIVERSITY OF CALIFORNIA IRVINE: $981,000 · OtherUNIVERSITY OF CALIFORNIA IRVINEDISCOVERY EYE FOUNDATION: $382,000 · OtherDISCOVERY EYE FOUNDATIONTHE RICHARD NIXON FOUNDATION: $55,000 · Other+11 more: $200,750 · Other+11 moreSegerstrom Center for the Arts: $75,800 · Arts & CultureCASA ROMANTICA CULTURAL CENTER & GARDENS: $30,500 · Arts & CultureTHE ORRIN G HATCH FOUNDATION: $20,000 · Arts & CultureFLYING LEATHERNECK HISTORICAL FOUNDATION: $5,000 · Arts & CultureHOAG HOSPITAL FOUNDATION: $107,000 · HealthRosenthal Center for Addictions Studies: $5,000 · Health+4 more: $4,700 · HealthUNIVERSITY OF SOUTHERN CALIFORNIA: $70,000 · EducationCHAPMAN UNIVERSITY: $40,000 · EducationORANGE COUNTY COMMUNITY FOUNDATION: $30,500 · PhilanthropyMYRIAD USA INC: $10,000 · InternationalCHARITABLE VENTURES OF ORANGE COUNTY: $10,000 · Community ImprovementSAN CLEMENTE MILITARY FAMILY OUTREACH: $1,000 · Human Services
Other$1,618,750Arts & Culture$131,300Health$116,700Education$110,000Philanthropy$30,500International$10,000Community Improvement$10,000Human Services$1,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetDISCOVERY EYE FOUNDATION: $382,000 over 6y, 15% of budgetHOAG HOSPITAL FOUNDATION: $107,000 over 5y, 0.1% of budgetSegerstrom Center for the Arts: $75,800 over 5y, 0.0% of budgetUNIVERSITY OF SOUTHERN CALIFORNIA: $70,000 over 2y, 0.0% of budgetTHE RICHARD NIXON FOUNDATION: $55,000 over 4y, 0.3% of budgetCHAPMAN UNIVERSITY: $40,000 over 3y, 0.0% of budgetCASA ROMANTICA CULTURAL CENTER & GARDENS: $30,500 over 7y, 0.5% of budgetORANGE COUNTY COMMUNITY FOUNDATION: $30,500 over 2y, 0.0% of budgetTHE ORRIN G HATCH FOUNDATION: $20,000 over 2y, 0.2% of budgetAMERICAN ACADEMY OF OPHTHALMOLOGY INC: $13,500 over 3y, 0.0% of budgetMYRIAD USA INC: $10,000 over 1y, 0.0% of budgetCHARITABLE VENTURES OF ORANGE COUNTY: $10,000 over 1y, 0.0% of budgetRosenthal Center for Addictions Studies: $5,000 over 1y, 1.6% of budgetFLYING LEATHERNECK HISTORICAL FOUNDATION: $5,000 over 1y, 0.0% of budgetALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $2,500 over 1y, 0.0% of budgetCITY OF PHILADELPHIA TRUSTEE ADMINISTERING WILLS EYE HOSPITAL: $1,000 over 1y, 0.0% of budgetEASTER SEALS SOUTHERN CALIFORNIA INC: $1,000 over 1y, 0.0% of budgetUNITED CEREBRAL PALSY ASSOC OF OC: $1,000 over 1y, 0.0% of budgetChildren's Cerebral Palsy Movement Inc: $200 over 1y, 0.3% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Orange County Communi…National Philanthropi…Morgan Stanley Global…Vanguard Charitable E…Fidelity Investments …Donor Advised Charita…Amazonsmile Foundation
Orange County Community FoundationCA15.1× affinity5 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: Orange County Community Foundation · National Philanthropic Trust · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Herbert Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Herbert Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 30 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Herbert Family’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home