Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group
Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group is a private foundation, based in Jasper, IN. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $109K in total assets. In 2025, it awarded 1 grant totaling $400. Net investment income was $3K.
Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group at a glance
In short: Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group gave $400 across 1 grant in 2025 (avg $400), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $400
- Grants made (2025)
- 1
- Average grant
- $400
- Median grant
- $400
- Total assets
- $109,140
- +0.1% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Mentors for Youth ($400).
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 52% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $400 (2022) to $400 (2025). In 2025 it made 1 grant totaling $400.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mentors for Youth Jasper, IN | Charitable | $400 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $109,140 | $5,042 | $4,947 | $400 | 1 | $3,320 | $3,438 | $6,370 |
| 2024 | $109,045 | $6,458 | $5,339 | — | — | $2,660 | $4,943 | $5,893 |
| 2023 | $107,926 | $63,069 | $5,063 | — | — | $2,443 | $61,569 | $4,305 |
| 2022 | $49,920 | $40,787 | $10,868 | $400 | 1 | $9,368 | $39,287 | $4,257 |
| 2021 | $20,001 | $20,001 | — | — | — | — | — | $344 |
Under IRS private-foundation payout rules, Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group reported a distributable amount of $6K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group is led by Nancy L Habig, President on every filing since 2021; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Nancy L Habig
President
On filings since 2021
1 hr/week
No compensation reported
Douglas A Habig
Secretary
On filings since 2021
1 hr/week
No compensation reported
Martin C Kaiser
Treasurer
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group
How much does Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group give each year?
Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group gave $400 across 1 grant in 2025, according to its 2025 IRS Form 990-PF.
How large is Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group?
Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group reported $109K in total assets on its 2025 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $6K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group operate?
Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group has awarded grants in Indiana.
What is Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group's EIN?
Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group's EIN (Employer Identification Number) is 87-3958658. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2021–2024
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