William S Haggard And Jean Haggard Charitable Foundation
- Assets
- $1.3m
- Revenue
- $80.1k
- Investments
- $0.0
- Employees
- 0
- Location
- Louisville, KY
- Founding
- 00/0000
- Data as of
- 12/2021
- EIN
- 38-3689783
Organization Overview
William S Haggard And Jean Haggard Charitable Foundation is located in Louisville, KY. The organization was established in 0000. 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.
For the year ending 12/2021, William S Haggard And Jean Haggard Charitable Foundation generated $80.1k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 3.0% each year. All expenses for the organization totaled $111.6k during the year ending 12/2021. While expenses have increased by 2.1% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, William S Haggard And Jean Haggard Charitable Foundation has awarded 45 individual grants totaling $424,798. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE TRUST MAKES DISTRIBUTIONS TO NINE CHARITABLE ORGANIZATIONS. THE TRUST DOCUMENT NAMES THE ORGANIZATIONS AND THE AMOUNT OF THE DISTRIBUTION TO BE MADE TO EACH.
THE TRUST MAKES DISTRIBUTIONS TO NINE CHARITABLE ORGANIZATIONS. THE TRUST DOCUMENT NAMES THE ORGANIZATIONS AND THE AMOUNT OF THE DISTRIBUTION TO BE MADE TO EACH.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Trustee | 1 | $3,057 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $40,795 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $39,301 |
| Capital Gain Net Income | $39,301 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $80,096 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $18,255 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $280 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $19,585 |
| Contributions, gifts, grants paid | $92,037 |
| Total expenses and disbursements | $111,622 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $61,670 |
| 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 | $1,200,753 |
| Total assets | $1,262,423 |
| 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, William S Haggard And Jean Haggard Charitable Foundation has awarded $92,037 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
PARIS BOURBON COUNTY YMCA PURPOSE: INDIGENT CHILDREN | $18,407 |
BOURBON HEIGHTS INC PURPOSE: PROGRAM SUPPORT | $18,407 |
PARIS HIGH SCHOOL ALUMNI PURPOSE: PROGRAM SUPPORT | $13,805 |
FIRST METHODIST CHURCH MEMORAL PURPOSE: BUILDING REPAIR AND | $9,204 |
BOURBON COUNTY SENIOR CITIZENS PURPOSE: PROGRAM SUPPORT | $9,204 |
BOURBON COUNTY MINISTERIAL PURPOSE: PROGRAM SUPPORT | $9,204 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Trousdale Foundation Inc Cleveland, TN | $157,578,588 | $76,137,385 |
George Gund Foundation Cleveland, OH | $524,945,754 | $120,923,136 |
Lumina Foundation For Education Inc Indianapolis, IN | $0 | $124,727,424 |
Fulk Family Foundation Inc Chicago, IL | $111,507,856 | $5,187,231 |
Grainger Foundation Inc Lake Forest, IL | $184,158,239 | $17,016,007 |
Crawford Taylor Foundation St Louis, MO | $738,101,888 | $69,635,068 |
Zell Family Foundation Chicago, IL | $0 | $76,843,080 |
Enterprise Holdings Foundation Saint Louis, MO | $398,583,830 | $68,157,541 |
Claws Foundation Reston, VA | $37,055,234 | $1,734,426 |
Abbvie Foundation North Chicago, IL | $72,211,109 | $4,010,058 |
Jack Kent Cooke Foundation Lansdowne, VA | $883,502,508 | $42,942,790 |
Hall Family Foundation Kansas City, MO | $1,171,646,854 | $87,869,006 |