CHARITABLE TRUST No 1 UA HERBERT P
EIN 816273218 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2021
(5 years ago). Verify before investing time in an application.
Total Given 2018–2021
$431K
20 grants · $108K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$20K
typical small grants · $5K–$33K
grant size
12%
transactional · 2/17 multi-year
repeat
$3.9M
Assets (2021)
17
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
SUSAN MCLAUGHLIN
Phone
(925) 287-4460
Deadlines
NO SPECIFIC DEADLINE
How to Apply
EMAIL TO ABOVE EAIL ADDRESS - DO NOT SEND MAIL REQUESTS OR TELEPHONE
Restrictions
NONE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | N/A | $3.5M | $3.1M | N/A |
| 2018 | $68K | $3.2M | $93K | 4 |
| 2020 | $183K | $3.7M | $90K | 7 |
| 2021 | $180K | $3.9M | $217K | 9 |
Grant Size Distribution
Based on 20 grants on record
Minimum
$1K
25th Pctl
$5K
Median
$20K
Average
$22K
75th Pctl
$33K
Maximum
$50K
Geographic Distribution
Officers & Directors
Grants Awarded (20 total)
| Purpose | ||||
|---|---|---|---|---|
| Aclu | San Francisco, CA | $50,000 | Unrestricted - General Purpose | 2020 |
| Sf-Marin Food Bank | San Francisco, CA | $50,000 | Unrestricted - General Purpose | 2020 |
| Access Institute | San Francisco, CA | $35,878 | Unrestricted - General Purpose | 2021 |
| San Francisco Free Clinic | San Francisco, CA | $35,000 | uUNRESTRICED -GENERAL PURPOSE | 2021 |
| Headlands Center for the Arts | Sausalito, CA | $33,333 | Unrestricted - General Purpose | 2018 |
| Headlands Center for the Arts | Sausalito, CA | $33,333 | Unrestricted - General Purpose | 2020 |
| Headlands Center for the Arts | Sausalito, CA | $33,333 | Unrestricted - General Purpose | 2021 |
| Envision Education | Oakland, CA | $30,000 | Unrestricted - General Purpose | 2021 |
| Choice in Aging | Pleasant Hill, CA | $25,000 | Unrestricted - General Purpose | 2018 |
| Aclu | San Francisco, CA | $25,000 | Unrestricted - General Purpose | 2021 |
| Larkin Street Youth Services | San Francisco, CA | $15,000 | Unrestricted - General Purpose | 2020 |
| Zen Caregiving Project | San Francisco, CA | $15,000 | Unrestricted - General Purpose | 2020 |
| Greenlight Clinic | San Francisco, CA | $15,000 | Unrestricted - General Purpose | 2020 |
| Project Create | New York, NY | $10,000 | Unrestricted - General Purpose | 2021 |
| University Corp SF | San Francisco, CA | $5,500 | Unrestricted - General Purpose | 2018 |
| The Sage School | Campbell, CA | $5,000 | Unrestricted - General Purpose | 2020 |
| World Monuments Fund | New York, NY | $5,000 | Unrestricted - General Purpose | 2021 |
| Immersive Arts Alliance | Berkeley, CA | $5,000 | UNRESTRICTED - GENERAL PURPOSE | 2021 |
| A New Way of Life | Los Angeles, CA | $3,900 | Unrestricted - General Purpose | 2018 |
| Panumbra Foundation | New York, NY | $1,000 | Unrestricted - General Purpose | 2021 |
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