Haeger Foundation
- Assets
- $2.5m
- Revenue
- $286.7k
- Investments
- $2.5m
- Employees
- 0
- Location
- East Troy, WI
- Founding
- 08/2013
- Data as of
- 12/2021
- EIN
- 46-1423801
Organization Overview
Haeger Foundation is located in East Troy, WI. The organization was established in 2013. 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. Haeger 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, Haeger Foundation generated $286.7k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 20.3% each year . All expenses for the organization totaled $389.7k during the year ending 12/2021. While expenses have increased by 20.9% per year over the past 7 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 2014, Haeger Foundation has awarded 37 individual grants totaling $1,170,781. 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 |
|---|---|---|---|
Julie D Haeger President | 1 | $0 | |
Andrew Bohl Vice President | 1 | $0 | |
William Haeger Treasurer | 1 | $0 | |
Adrienne Rieissle Secretary | 1 | $0 | |
Milton Haeger Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $104,938 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $181,763 |
| Capital Gain Net Income | $181,763 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $286,701 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $730 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $46,700 |
| Contributions, gifts, grants paid | $343,000 |
| Total expenses and disbursements | $389,700 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $13,928 |
| 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 | $123,604 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,522,909 |
| 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, Haeger Foundation has awarded $343,000 in support to 12 organizations.
| Grant Recipient | Amount |
|---|---|
Chicago, IL PURPOSE: HALF BUS, MEALS, WINTER CLOTHES | $143,500 |
UNITED WAY OF WAUKESHA COUNTY PURPOSE: GENERAL FUNDS | $50,000 |
BRIDGE BUILDERS MILWAUKEE PURPOSE: GENERAL/ROOF | $36,000 |
LINCOLN PARK COMMUNITY SERVICES PURPOSE: GENERAL | $21,000 |
CLEVELAND CLINIC PURPOSE: SYDELL AND ARNOLD MILLER VASCULAR RESEARCH | $20,000 |
EAST TROY COMMUNITY SCHOOLS PURPOSE: SCHOLARSHIPS | $18,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Otto Bremer Trust St Paul, MN | $1,543,197,073 | $135,875,116 |
Fulk Family Foundation Inc Chicago, IL | $111,507,856 | $5,187,231 |
The Robert D And Patricia E Kern Family Foundation Inc Waukesha, WI | $717,991,169 | $43,480,423 |
Grainger Foundation Inc Lake Forest, IL | $184,158,239 | $17,016,007 |
Zell Family Foundation Chicago, IL | $0 | $76,843,080 |
The Richard M Schulze Family Foundation Minneapolis, MN | $250,424,427 | $45,882,285 |
Fred C And Katherine B Andersen Foundation Bayport, MN | $1,210,701,778 | $63,445,932 |
Abbvie Foundation North Chicago, IL | $72,211,109 | $4,010,058 |
Caterpillar Foundation Peoria, IL | $93,606,659 | $54,411,827 |
Circle Of Service Foundation Chicago, IL | $697,372,085 | $55,153,209 |
Allstate Foundation Northbrook, IL | $112,475,932 | $31,277,614 |
The Meijer Foundation Grand Rapids, MI | $118,103,895 | $43,970,388 |