Harte Charitable Foundation
- Assets
- $37.3m
- Revenue
- $2.6m
- Investments
- $35.7m
- Employees
- 0
- Location
- San Antonio, TX
- Founding
- 04/2003
- Data as of
- 06/2021
- EIN
- 45-0489907
Organization Overview
Harte Charitable Foundation is located in San Antonio, TX. 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. Harte Charitable 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 06/2021, Harte Charitable Foundation generated $2.6m in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 2.0% each year. All expenses for the organization totaled $2.7m during the year ending 06/2021. While expenses have increased by 2.2% per year over the past 4 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 2018, Harte Charitable Foundation has awarded 28 individual grants totaling $8,371,533. 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 FOUNDATION'S PRIMARY ACTIVITY IS THE DISTRIBUTION OF FUNDS TO VARIOUS ORGANIZATIONS WHICH ARE DESCRIBED IN SECTION 170(C) OF THE INTERNAL REVENUE CODE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David L Sinak Trs,sec,dir | 0.5 | $0 | |
Julia Harte Widdowson Pres,cob,dir | 0.5 | $0 | |
Christopher M Harte Director | 0.5 | $0 | |
Elizabeth H Owens Director | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $329,830 |
| Dividends & Interest | $379,228 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $2,044,852 |
| Capital Gain Net Income | $2,044,852 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$142,565 |
| Total Revenue | $2,611,345 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $69,552 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $132 |
| Total operating and administrative expenses | $438,121 |
| Contributions, gifts, grants paid | $2,258,712 |
| Total expenses and disbursements | $2,696,833 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,662,711 |
| 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 | $939 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $37,342,927 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $27,099 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $27,099 |
Grants Awarded
Over the last fiscal year, Harte Charitable Foundation has awarded $1,291,477 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
Portland, ME PURPOSE: GENERAL CHARITABLE PURPOSES | $499,609 |
TEXAS A&M UNIVERSITY PURPOSE: CHARITABLE EDUCATION PURPOSE | $266,868 |
Austin, TX PURPOSE: GENERAL CHARITABLE PURPOSES | $250,000 |
Washington, DC PURPOSE: GENERAL CHARITABLE PURPOSES | $125,000 |
Austin, TX PURPOSE: GENERAL CHARITABLE PURPOSES | $100,000 |
TEXAS A&M UNIVERSITY PURPOSE: DR. TUNNELL GULF OF MEXICO FELLOWSHI | $50,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Harte Charitable Foundation has recieved totaling $34.
| Awarding Organization | Amount |
|---|---|
Harte Research Institute Foundation San Antonio, TX PURPOSE: OPERATING FUND | $34 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Centerpoint Energy Foundation Inc Houston, TX | $70,813,659 | $24,292,942 |
The Cullen Foundation Houston, TX | $278,005,765 | $19,628,625 |
Union General Hospital Farmerville, LA | $25,999,661 | $20,373,665 |
Karakin Foundation Abilene, TX | $132,653,937 | $29,351,833 |
Fore Kids Foundation Inc Avondale, LA | $11,128,381 | $16,554,167 |
Addy Foundation Dallas, TX | $79,281,983 | $6,993,780 |
Willard And Pat Walker Charitable Foundation Inc Fayetteville, AR | $353,155,323 | $36,054,174 |
Stanley E Fulton Family Foundation Dallas, TX | $203,743,171 | -$10,523,305 |
Srb Charitable Corporation Fort Worth, TX | $75,222,672 | $6,910,443 |
Jay Pritzker Foundation Houston, TX | $33,789,125 | $2,840,542 |
Greehey Family Foundation San Antonio, TX | $169,607,829 | $20,192,503 |
Eula Mae And John Baugh Foundation Jersey Village, TX | $172,592,135 | $27,686,076 |