Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group

JASPER, IN EIN: 87-3958658

Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JASPER, IN. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $109K in total assets. In 2024, it made $3K in qualifying distributions. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$109K

+1.0% YoY

Revenue

$6K

-89.8% YoY

Qualifying Distributions

$3K

+8.9% YoY

Expenses

$5K

+5.5% YoY

Under IRS private-foundation payout rules, Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.

About Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $400 (100%)

States

Indiana

Cities

Evansville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$109,045	$107,926	$49,920
Revenue	$6,458	$63,069	$40,787
Expenses	$5,339	$5,063	$10,868
Qualifying Distributions	$2,660	$2,443	$9,368
Net Investment Income	$4,943	$61,569	$39,287
Distributable Amount	$5,893	$4,305	$4,257

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is 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 focused on Philanthropy, Voluntarism & Grantmaking, based in JASPER, IN. It holds $109K in total assets as of 2024.

How large is Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group?

As of 2024, Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group holds $109K in total assets with $6K in annual revenue.

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.

How much is Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Douglas A & Nancy L Habig Foundation Inc co Financial Advisory Group reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2021–2024.