Haldeman Family Foundation
- Assets
- $26.0m
- Revenue
- $1.3m
- Investments
- $16.7m
- Employees
- 0
- Location
- Philadelphia, PA
- Founding
- 12/2003
- Data as of
- 12/2022
- 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 12/2022, Haldeman Family Foundation generated $1.3m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (10.8%) each year. All expenses for the organization totaled $814.1k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (5.2%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Haldeman Family Foundation has awarded 314 individual grants totaling $9,553,507. 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 | |
Matthew A Haldeman President/director | 1 | $0 | |
Catherine J Haldeman Director | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $8,516 |
| Interest on Savings | $0 |
| Dividends & Interest | $509,168 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $756,585 |
| Capital Gain Net Income | $1,211,407 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,274,269 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $8,910 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $12,772 |
| Contributions, gifts, grants paid | $801,300 |
| Total expenses and disbursements | $814,072 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $9,303,853 |
| 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 | $16,710,110 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $26,013,963 |
| 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 $801,300 in support to 33 organizations.
| Grant Recipient | Amount |
|---|---|
ALZHEIMERS ASSOCIATION PURPOSE: GENERAL FUND | $20,000 |
ABINGTON HOSPITAL FOUNDATION PURPOSE: GENERAL FUND | $5,000 |
BAY AREA DISCOVERY MUSEUM CA PURPOSE: GENERAL FUND | $41,500 |
BOSTON COLLEGE PURPOSE: GENERAL FUND | $100,000 |
BAKER INDUSTRIES PURPOSE: GENERAL FUND | $5,000 |
BOYS AND GIRLS CLUBS OF MARTIN COUNTY PURPOSE: GENERAL FUND | $13,000 |