Agnese Nelms Haury Charitable Trust

BURLINGTON, WA EIN: 82-6981817

Agnese Nelms Haury Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BURLINGTON, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 1 grants totaling $50K. Net investment income was $109K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.8M

+3.3% YoY

Annual Giving

$50K

-73.0% YoY

Grant Count

1

-50.0% YoY

Avg Grant Size

$50K

-45.9% YoY

Under IRS private-foundation payout rules, Agnese Nelms Haury Charitable Trust reported a distributable amount of $83K for 2024 — the minimum it must pay out in qualifying distributions.

About Agnese Nelms Haury Charitable Trust

Based on IRS filings

Agnese Nelms Haury Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BURLINGTON, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 1 grants totaling $50K. Net investment income was $109K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

New YorkTucson

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$816K$2M$2M$3M20202021202220232024
Metric202420232022
Total Assets$1,752,747$1,697,186$1,815,839
Revenue$114,703$75,512$48,504
Expenses$59,142$194,165$29,941
Qualifying Distributions$57,162$192,310$28,954
Net Investment Income$108,703$73,615$44,846
Distributable Amount$82,948$83,026$89,706

Giving Over Time

Total grant dollars and number of grants per year

$0$739K$1M$2M$3M3 grants20202 grants20213 grants20222 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

UNIVERSITY OF ARIZONA FO…$50K

Grant Size Distribution

11 grants across all recorded years

5<$50K3$50–100K2$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Arizona Foundation ($50,000).

RecipientPurposeAmount
UNIVERSITY OF ARIZONA FOUNDATION TUCSON, AZSUPPORT GLOBAL HEALTH PROGRAM & COMMUNITY HEALTH INITIATIVE$50,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MARY M GRIERCO-TRUSTEE10
GREGORY V GADARIANCO-TRUSTEE1
TAMMY BARNETTCO-TRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Agnese Nelms Haury Charitable Trust?

Agnese Nelms Haury Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BURLINGTON, WA. It holds $1.8M in total assets as of 2024.

How large is Agnese Nelms Haury Charitable Trust?

As of 2024, Agnese Nelms Haury Charitable Trust holds $1.8M in total assets with $115K in annual revenue. It awarded 1 grants totaling $50K in 2024.

Where does Agnese Nelms Haury Charitable Trust operate?

Agnese Nelms Haury Charitable Trust has awarded grants in Arizona, New York.

What size grants does Agnese Nelms Haury Charitable Trust award?

In 2024, Agnese Nelms Haury Charitable Trust awarded 1 grants totaling $50K — an average of about $50K per grant, based on its IRS Form 990 filings.

How much is Agnese Nelms Haury Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Agnese Nelms Haury Charitable Trust reported a distributable amount of $83K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Agnese Nelms Haury Charitable Trust's EIN?

Agnese Nelms Haury Charitable Trust's EIN (Employer Identification Number) is 82-6981817. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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