The mission of the Family Office Foundation is to help philanthropic families and their advisers use planned giving tools and techniques to optimize capital available for funding favorite charities.
Family Office Foundation Inc. centers its grantmaking on planned giving, family philanthropy, legacy and succession planning, and the administration of charitable trusts and foundations. That framing matches a grant history that often supports organizations and vehicles used by donors to move capital to charities, including a 2025 grant of $1,563,621 to Donor Advised Charitable Giving - Roberts in San Francisco. Another large 2023 award went to Foundation for Retinal Regeneration in Irvine for $209,711, showing that the foundation also supports specific charitable institutions alongside donor-advised structures. The recent grants list also shows repeated support for churches, schools, and health-related nonprofits. St Paul Lutheran Church in Giddings received $152,748 in 2023 and $147,500 in both 2024 and 2025. School of Dentistry - Llusd in Loma Linda received $145,000 in 2025, after earlier grants of $75,000 in 2024 and $68,000 in 2023. These patterns indicate a funder that uses grantmaking to channel planned-giving resources into religious, educational, and charitable organizations through both large and recurring awards.
Planned giving is the clearest thread in the foundation’s work. The largest recent grant, $1,563,621 to Donor Advised Charitable Giving - Roberts in San Francisco, fits the foundation’s stated mission around tools and techniques that help philanthropic families and advisers direct capital to charity. Religious organizations appear frequently. St Paul Lutheran Church in Giddings received $152,748 in 2023, followed by $147,500 in both 2024 and 2025. Austin Ridge Bible Church in Austin also received $60,000 in 2023, $60,000 in 2024, and $50,000 in 2025. The foundation also funds education and health-related work. School of Dentistry - Llusd in Loma Linda received $145,000 in 2025, while St Jude Children's Research Hospital in Memphis received $128,050 in 2023 and $126,100 in 2024. Those awards show support across institutional care and learning settings.
Typical grants cluster in the five-figure range: the p25 is $10,000, the median is $12,700, and the p75 is $22,150. The recent grants list also includes several larger awards in the six- and seven-figure range, which lift the overall average. The pattern is not limited to one-off gifts. St Paul Lutheran Church, Austin Ridge Bible Church, School of Dentistry - Llusd, St Jude Children's Research Hospital, Rose Community Foundation, Safe Surfin' Foundation, New Covenant Academy, and Village Christian School each appear more than once across 2023-2025. Family Office Foundation Inc is a public charity and does not fund individuals or make program-related investments.
$3.2M
$81.5M
$30K
$4.7M
Most grants fall between $10K and $22K, with a median of $13K.
25th Percentile
$10K
Median
$13K
75th Percentile
$22K
Top 2 recipient countries by grant volume for Family Office Foundation.
| Rank | Country | Grants | Total | Share |
|---|---|---|---|---|
| 1 | United StatesDomestic | 267 | $7M | 99.3% |
| 2 | China |
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Grantmaking is heavily California-based: 57% of grants go to recipients in the foundation’s HQ state, and California is also the top state by grant count. The recent list includes multiple recipients in Los Angeles, Loma Linda, San Francisco, Inglewood, Laguna Niguel, Portola Valley, Sun Valley, Irvine, and Murrieta. Outside California, recurring grants reach Austin, Denver, Memphis, Floyd, Giddings, Bend, Salt Lake City, and Fort Lee. The country distribution is overwhelmingly U.S.-based, with 267 grants in the United States and 2 in Switzerland.
Its stated focus areas are planned giving, family philanthropy, legacy and succession planning, and charitable trusts and foundation administration. Recent grants also go to churches, schools, hospitals, and other nonprofit organizations through general assistance awards.
The typical grant size is modest for most awards: p25 is $10,000, median is $12,700, and p75 is $22,150. The recent record also includes much larger grants, including a $1,563,621 award and several six-figure gifts.
Yes. Several recipients appear across multiple years, including St Paul Lutheran Church, Austin Ridge Bible Church, School of Dentistry - Llusd, St Jude Children's Research Hospital, Rose Community Foundation, Safe Surfin' Foundation, New Covenant Academy, and Village Christian School.
California is the top state by grant count, and 57% of grants go to recipients in California. The recent grants list shows repeated awards in cities including San Francisco, Irvine, Loma Linda, Los Angeles, and other California locations.
2025
Source: IRS Form 990-PF, fiscal year 2025.
| 2 |
| $30K |
0.7% |
Recipient country reflects the grantee's headquarters per IRS 990-PF and Schedule F filings, not the program's implementation country.
Most recent grants reported to the IRS.
| Recipient | Location | Amount | Year | Purpose |
|---|---|---|---|---|
| DONOR ADVISED CHARITABLE GIVING - ROBERTS | SAN FRANCISCO, CA | $1,563,621 | 2025 | GENERAL ASSISTANCE |
| ST PAUL LUTHERAN CHURCH | GIDDINGS, TX | $147,500 | 2025 | GENERAL ASSISTANCE |
| SCHOOL OF DENTISTRY - LLUSD | LOMA LINDA, CA | $145,000 | 2025 | GENERAL ASSISTANCE |
| ROSE COMMUNITY FOUNDATION | DENVER, CO | $95,778 | 2025 | GENERAL ASSISTANCE |
| SAFE SURFIN' FOUNDATION | FLOYD, VA | $72,500 | 2025 | GENERAL ASSISTANCE |
| AUSTIN RIDGE BIBLE CHURCH | AUSTIN, TX | $50,000 | 2025 | GENERAL ASSISTANCE |
| MURRIETA SPRINGS SEVENTH-DAY ADVENTIST CHRISTIAN CHURCH | WILDOMAR, CA | $49,000 | 2025 | GENERAL ASSISTANCE |
| NEW COVENANT ACADEMY | LOS ANGELES, CA | $40,000 | 2025 | GENERAL ASSISTANCE |
| VILLAGE CHRISTIAN SCHOOL | SUN VALLEY, CA | $40,000 | 2025 | GENERAL ASSISTANCE |
| ST MARY'S ACADEMY | INGLEWOOD, CA | $37,239 | 2025 | GENERAL ASSISTANCE |
| CALVARY SOUTH OC | SAN CLEMENTE, CA | $35,700 | 2025 | GENERAL ASSISTANCE |
| US IAS | LOS ANGELES, CA | $31,000 | 2025 | GENERAL ASSISTANCE |
| THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS | SALT LAKE CITY, UT | $27,434 | 2025 | GENERAL ASSISTANCE |
| FOUNDATION FOR RETINAL REGENERATION | IRVINE, CA | $26,500 | 2025 | GENERAL ASSISTANCE |
| CALIMESA SEVENTH-DAY ADVENTIST CHURCH | CALIMESA, CA | $25,800 | 2025 | GENERAL ASSISTANCE |
| VISION 2020 - COUNCILOR'S PROJECT | LOMA LINDA, CA | $25,300 | 2025 | GENERAL ASSISTANCE |
| ST JAMES EPISCOPAL SCHOOL | LOS ANGELES, CA | $25,000 | 2025 | GENERAL ASSISTANCE |
| THE LOS ANGELES SPORTSWALK OF FAME | RANCHO PALOS VERDES, CA | $25,000 | 2025 | GENERAL ASSISTANCE |
| GOOD SAMARITAN FOUNDATION | CINCINNATI, OH | $24,000 | 2025 | GENERAL ASSISTANCE |
| ALL NATIONS SOCCER INC | JACKSONVILLE, FL | $24,000 | 2025 | GENERAL ASSISTANCE |
| HEARTWOOD FOUNDATION | LAKE FOREST, CA | $23,500 | 2025 | GENERAL ASSISTANCE |
| KYUNG HEE INTERNATIONAL FOUNDATION | FORT LEE, NJ | $22,000 | 2025 | GENERAL ASSISTANCE |
| INTERNATIONAL CHURCH OF THE FOURSQUARE GOSPEL | KANEOHE, HI | $20,900 | 2025 | GENERAL ASSISTANCE |
| KALYAN SEWA ASHRAM OF USA INC | BATTLE GROUND, WA | $19,200 | 2025 | GENERAL ASSISTANCE |
| NATURAL RESOURCES DEFENSE COUNCIL (NRDC) | NEW YORK, NY | $19,000 | 2025 | GENERAL ASSISTANCE |
| HINDU TEMPLE OF ANTELOPE VALLEY INC | WEST LANCASTER, CA | $18,003 | 2025 | GENERAL ASSISTANCE |
| FRIENDS OF CASITA LINDA AC | EAST FALMOUTH, MA | $18,000 | 2025 | GENERAL ASSISTANCE |
| ACLU FOUNDATION OF COLORADO INC | DENVER, CO | $17,000 | 2025 | GENERAL ASSISTANCE |
| FRIENDS OF HONG KONG CHARITIES INC | HONG KONG | $16,200 | 2025 | GENERAL ASSISTANCE |
| JOURNEY CHURCH | BEND, OR | $15,600 | 2025 | GENERAL ASSISTANCE |
| FLINTRIDGE PREPARATORY SCHOOL | LA CANADA FLINTRIDGE, CA | $15,000 | 2025 | GENERAL ASSISTANCE |
| DAMIEN HIGH SCHOOL | LA VERNE, CA | $15,000 | 2025 | GENERAL ASSISTANCE |
| ADVENTIST HEALTH INTERNATIONAL | LOMA LINDA, CA | $15,000 | 2025 | GENERAL ASSISTANCE |
| GRAND CANYON UNIVERSITY | PHOENIX, AZ | $14,000 | 2025 | GENERAL ASSISTANCE |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | MEMPHIS, TN | $13,000 | 2025 | GENERAL ASSISTANCE |
| HAWAII COMMUNITY FOUNDATION | LIHUE, HI | $12,600 | 2025 | GENERAL ASSISTANCE |
| MERCY CHEFS INC | PORTSMOUTH, VA | $12,000 | 2025 | GENERAL ASSISTANCE |
| MT OLIVE LUTHERAN CHURCH | SANTA MONICA, CA | $12,000 | 2025 | GENERAL ASSISTANCE |
| THE MEN'S ACADEMY | TEMECULA, CA | $12,000 | 2025 | GENERAL ASSISTANCE |
| ANTIOCH BIBLE CHURCH | REDMOND, WA | $12,000 | 2025 | GENERAL ASSISTANCE |
| NYKBI INC | NEW YORK, NY | $12,000 | 2025 | GENERAL ASSISTANCE |
| LIVE ACTION | ARLINGTON, VA | $11,000 | 2025 | GENERAL ASSISTANCE |
| EQUATION COLLABORATION | ENCINITAS, CA | $11,000 | 2025 | GENERAL ASSISTANCE |
| PREGNANCY RESOURCE CENTER - SAN CLEMENTE | SAN CLEMENTE, CA | $11,000 | 2025 | GENERAL ASSISTANCE |
| MARY STAR OF THE SEA HIGH SCHOOL | SAN PEDRO, CA | $10,200 | 2025 | GENERAL ASSISTANCE |
| RADY CHILDRENS HOSPITAL FOUNDATION | SAN DIEGO, CA | $10,000 | 2025 | GENERAL ASSISTANCE |
| RONALD MCDONALD HOUSE - LOMA LINDA | LOMA LINDA, CA | $10,000 | 2025 | GENERAL ASSISTANCE |
| CAL POLY POMONA PHILANTHROPIC FOUNDATION | POMONA, CA | $10,000 | 2025 | GENERAL ASSISTANCE |
| ELEPHANT COOPERATION | SAN CLEMENTE, CA | $10,000 | 2025 | GENERAL ASSISTANCE |
| CARITAS OF AUSTIN | AUSTIN, TX | $10,000 | 2025 | GENERAL ASSISTANCE |
ST PAUL LUTHERAN CHURCH
$147,500GENERAL ASSISTANCE
SAFE SURFIN' FOUNDATION
$72,500GENERAL ASSISTANCE
AUSTIN RIDGE BIBLE CHURCH
GENERAL ASSISTANCE
MURRIETA SPRINGS SEVENTH-DAY ADVENTIST CHRISTIAN CHURCH
$49,000GENERAL ASSISTANCE
NEW COVENANT ACADEMY
$40,000GENERAL ASSISTANCE
VILLAGE CHRISTIAN SCHOOL
$40,000GENERAL ASSISTANCE
ST MARY'S ACADEMY
$37,239GENERAL ASSISTANCE
CALVARY SOUTH OC
$35,700GENERAL ASSISTANCE
US IAS
$31,000GENERAL ASSISTANCE
THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS
$27,434GENERAL ASSISTANCE
FOUNDATION FOR RETINAL REGENERATION
$26,500GENERAL ASSISTANCE
CALIMESA SEVENTH-DAY ADVENTIST CHURCH
$25,800GENERAL ASSISTANCE
ST JAMES EPISCOPAL SCHOOL
$25,000GENERAL ASSISTANCE
THE LOS ANGELES SPORTSWALK OF FAME
$25,000GENERAL ASSISTANCE
ALL NATIONS SOCCER INC
$24,000GENERAL ASSISTANCE
HEARTWOOD FOUNDATION
$23,500GENERAL ASSISTANCE
KYUNG HEE INTERNATIONAL FOUNDATION
$22,000GENERAL ASSISTANCE
INTERNATIONAL CHURCH OF THE FOURSQUARE GOSPEL
$20,900GENERAL ASSISTANCE
KALYAN SEWA ASHRAM OF USA INC
$19,200GENERAL ASSISTANCE
HINDU TEMPLE OF ANTELOPE VALLEY INC
$18,003GENERAL ASSISTANCE
FRIENDS OF CASITA LINDA AC
$18,000GENERAL ASSISTANCE
FRIENDS OF HONG KONG CHARITIES INC
$16,200GENERAL ASSISTANCE
JOURNEY CHURCH
$15,600GENERAL ASSISTANCE
DAMIEN HIGH SCHOOL
$15,000GENERAL ASSISTANCE
MT OLIVE LUTHERAN CHURCH
$12,000GENERAL ASSISTANCE
THE MEN'S ACADEMY
$12,000GENERAL ASSISTANCE
ANTIOCH BIBLE CHURCH
$12,000GENERAL ASSISTANCE
NYKBI INC
$12,000GENERAL ASSISTANCE
EQUATION COLLABORATION
$11,000GENERAL ASSISTANCE
PREGNANCY RESOURCE CENTER - SAN CLEMENTE
$11,000GENERAL ASSISTANCE
MARY STAR OF THE SEA HIGH SCHOOL
$10,200GENERAL ASSISTANCE