Haldeman Family Foundation
- Assets
- $25.6m
- Revenue
- $2.4m
- Investments
- $16.2m
- Employees
- 0
- Location
- Philadelphia, PA
- Founding
- 12/2003
- Data as of
- 12/2021
- EIN
- 35-2218296
Organization Overview
Haldeman Family Foundation is located in Philadelphia, PA. The organization was established in 2003. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. Haldeman 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.
For the year ending 12/2021, Haldeman Family Foundation generated $2.4m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (3.8%) each year. All expenses for the organization totaled $1.1m during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (1.1%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Haldeman Family Foundation has awarded 236 individual grants totaling $8,232,873. 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 Edgar Haldeman Jr Vice President/director | 5 | $0 | |
Barbara C Haldeman Secretary/treas/director | 6 | $0 | |
Charlotte E Haldeman Director | 0.5 | $0 | |
Catherine J Haldeman Director | 0.5 | $0 | |
Matthew A Haldeman President/director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $2,085,497 |
| Interest on Savings | $0 |
| Dividends & Interest | $258,105 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $81,892 |
| Capital Gain Net Income | $1,342,927 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $2,425,494 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $73,309 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $76,742 |
| Contributions, gifts, grants paid | $1,072,741 |
| Total expenses and disbursements | $1,149,483 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $9,330,221 |
| 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 | $16,223,545 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $25,553,766 |
| 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, Haldeman Family Foundation has awarded $1,072,741 in support to 28 organizations.
| Grant Recipient | Amount |
|---|---|
DARTMOUTH COLLEGE PURPOSE: GENERAL FUND | $781,966 |
Concord, MA PURPOSE: GENERAL FUND | $50,000 |
SQUASH BUSTERS PURPOSE: GENERAL FUND | $28,000 |
BOSTON COLLEGE PURPOSE: GENERAL FUND | $25,025 |
CPMC FOUNDATION PURPOSE: GENERAL FUND | $25,000 |
PA INNOCENCE PROJECT PURPOSE: GENERAL FUND | $25,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Redhill Foundation-Sam And Jean Rothberg Family Charitable Trust New York, NY | $42,979,654 | $7,387,635 |
Stadler Family Charitable Foundation Inc Titusville, NJ | $29,757,304 | $26,067,204 |
The Grateful Lives Foundation Wilmington, DE | $671,624,478 | $48,426,740 |
Robert W Wilson Charitable Tr New York, NY | $246,803,641 | $15,248,568 |
The Zegar Family Foundation New York, NY | $255,794,688 | $35,430,517 |
Lenfest Foundation Inc Philadelphia, PA | $0 | $560,962 |
The Blackrock Charitable Foundation New York, NY | $304,949,202 | $10,722,340 |
Zankel Fund New York, NY | $8,426,526 | $6,600,017 |
Crystal Trust Ua Dtd 12-25-47 Irenee Dupont Jr Ttee Montchanin, DE | $288,226,063 | $32,506,410 |
Estee Lauder Companies Charitable Foundation New York, NY | $35,974,866 | $21,957,506 |
Theodore J Forstmann Charitable Trust New York, NY | $79,816,371 | $674,210 |
The Carol A Ammon Foundation Albany, NY | $10,088,469 | $6,097,174 |