Haggerty Family Foundation
- Assets
- $1.6m
- Revenue
- $47.2k
- Investments
- $1.3m
- Employees
- 0
- Location
- Newport Beach, CA
- Founding
- 07/1997
- Data as of
- 12/2023
- EIN
- 33-0750131
Organization Overview
Haggerty Family Foundation is located in Newport Beach, CA. The organization was established in 1997. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Haggerty Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2020, Haggerty Family Foundation has awarded 95 individual grants totaling $398,927. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Charles Haggerty President | 0.5 | $0 | |
Carleen Haggerty Treasurer | 2 | $0 | |
Kevin Haggerty V> President | 0.25 | $0 | |
Terri Janki Secretary | 0.25 | $0 | |
Christian Dubia Director | 0.5 | $0 | |
Thedore Verdon Director | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $9,878 |
| Dividends & Interest | $37,316 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $47,194 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $145 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,254 |
| Total operating and administrative expenses | $10,524 |
| Contributions, gifts, grants paid | $111,954 |
| Total expenses and disbursements | $122,478 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $314,490 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,630,371 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Haggerty Family Foundation has awarded $111,954 in support to 23 organizations.
| Grant Recipient | Amount |
|---|---|
UTAH SHERRIF ASSOC PURPOSE: TO PROVIDE SUPPORT | $100 |
FRIENDS OF LIBRARY PURPOSE: TO PROVIDE SUPPORT | $100 |
PHILANTHROPIC EDUCATION ORGANIZATIO PURPOSE: TO PROVIDE SUPPORT | $100 |
PLAYING FOR LIFE - BREAAST CANCER PURPOSE: TO PROVIDE SUPPORT | $100 |
CHRISTIAN CENTER PURPOSE: TO PROVIDE SUPPORT | $1,500 |
CATHLOIC TV PURPOSE: TO PROVIDE SUPPORT | $450 |