The California State Capitol

Form 990-PFTax year 2025EIN 33-0750131

Haggerty Family Foundation

A private foundation in Newport Beach, CA. Its return for tax year 2025 lists 23 grants and $81,175 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $81,175

    Grants listed
    23
    Assets, end of year
    $1,650,601
  • Tax year 2024

    $85,309

    Grants listed
    23
    Assets, end of year
    $1,614,432
  • Tax year 2023

    $111,954

    Grants listed
    23
    Assets, end of year
    $1,630,371
  • Tax year 2022

    $110,505

    Grants listed
    22
    Assets, end of year
    $1,705,655
  • Tax year 2021

    $85,414

    Grants listed
    26
    Assets, end of year
    $1,760,946
  • Tax year 2020

    $91,054

    Grants listed
    24
    Assets, end of year
    $1,697,814

Grants paid in 2025

23 grants, largest first

As listed on the return.

  1. Lourdes FoundationRochester, MN

    To provide support

    $30,000
  2. St MarysPark City, UT

    To provide Support

    $26,000
  3. University of St ThomasSt Paul, MN

    To provide support

    $10,000
  4. Habitat for HumanityPark City, UT

    To provide support

    $2,700
  5. Orange County Rescue MissionTustin, CA

    To provide support

    $2,000
  6. Community HopeNew York, NY

    To provide support

    $1,478
  7. Christian CenterPark City, UT

    To provide support

    $1,300
  8. Pace Academy FoundationAtlanta, GA

    To provide spport

    $1,000
  9. Five KeysOakland, CA

    To provide support

    $1,000
  10. Point FoundationLos Angeles, CA

    To provide support

    $1,000
  11. Buckhead Christion MinistryAtlanta, GA

    To provide support

    $1,000
  12. National MS SocietyWashington, DC

    To provide support

    $779
  13. SanFrancisco AidsSan Francisco, CA

    To provide support

    $520
  14. Pan Mass CancerNeedham, MA

    To provide support

    $514
  15. Catholic TVWatertown, MA

    To provide support

    $500
  16. Philanthropic Education OrganizatioMolines, IA

    To provide support

    $284
  17. Cross Catholic OutreachPompano Beach, FL

    To provide support

    $250
  18. St AnselemsChesterland, OH

    To provide support

    $250
  19. Friends of LibraryPark City, UT

    To provide support

    $200
  20. Peace HousePark City, UT

    To provide support

    $100
  21. LA Dodger FoundationLos Angeles, CA

    To provide Support

    $100
  22. Utah Sherrif AssocSanta Clara, UT

    To provide support

    $100
  23. Playing for Life Breast CancerPark City, UT

    To provide support

    $100

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education3 grants $41,00095% of the total
  2. Housing and shelter1 grant $2,0005% of the total
  3. Religion1 grant $250<1% of the total
  4. Human services1 grant $100<1% of the total

By State

Grants to organizations with a US address, latest year.

  1. Minnesota2 grants $40,000
  2. Utah7 grants $30,500
  3. California5 grants $4,620
  4. Georgia2 grants $2,000
  5. New York1 grant $1,478
  6. Massachusetts2 grants $1,014
  7. District of Columbia1 grant $779
  8. Iowa1 grant $284
  9. Florida1 grant $250
  10. Ohio1 grant $250

Officers, directors and trustees

7 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Benjamin KozubDirector Hours 0.25Pay $0
  • Thomas BethelDIRECTOR Hours 0.25Pay $0
  • Charles HaggertyDirector Hours 0.25Pay $0
  • Carleen HaggertyTREASURER Hours 2Pay $0
  • Kevin HaggertyV. PRESIDENT Hours 0.25Pay $0
  • Terri JankiPRESIDENT Hours 0.25Pay $0
  • Theadore VerdonDIRECTOR Hours 0.25Pay $0

The return

More foundations

Similar foundations

Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Michael and Debbie Felix Family FoundationNewport Beach, CA 1 grant Preselected only $75,000 giving
  2. Gather & Care MinistriesNewport Beach, CA 10 grants Preselected only $96,370 giving
  3. Inovent Foundation Formerly Jalali Family FoundationNewport Beach, CA 12 grants Preselected only $68,000 giving
  4. Mandel Family FoundationNewport Beach, CA 51 grants Preselected only $101,768 giving
  5. The Bernice Heffernan Family FoundationNewport Beach, CA 5 grants Preselected only $105,545 giving