E L and R F Hallberg Foundation Xxxxx5006

CHICAGO, IL EIN: 75-6356892

E L and R F Hallberg Foundation Xxxxx5006 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 11 grants totaling $158K. Net investment income was $157K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.3M

-1.2% YoY

Annual Giving

$158K

-10.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$14K

-10.2% YoY

Under IRS private-foundation payout rules, E L and R F Hallberg Foundation Xxxxx5006 reported a distributable amount of $213K for 2024 — the minimum it must pay out in qualifying distributions.

About E L and R F Hallberg Foundation Xxxxx5006

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $622K (77%)

New York $115K (14%)

Indiana $42K (5%)

Massachusetts $25K (3%)

States

Indiana Massachusetts New York Texas

Cities

ArlingtonAustinCambridgeFort WorthIndianapolisMelvilleRichardson

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,282,610	$3,323,920	$3,299,970
Revenue	$208,436	$279,624	$150,007
Expenses	$248,468	$255,677	$260,036
Qualifying Distributions	$193,666	$209,942	$204,745
Net Investment Income	$157,418	$232,196	$100,364
Distributable Amount	$213,120	$190,832	$211,313

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

61 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Paramount Theatre for the ($100,000), Austin Symphony Orchestra Society Inc ($15,000), Christian Church Foundation ($10,000).

Recipient	Purpose	Amount
VAN CLIBURN FOUNDATION FORT WORTH, TX	GENERAL	$5,000
INCE FOUNDATION INC CAMBRIDGE, MA	GENERAL	$5,000
AUSTIN SYMPHONY ORCHESTRA SOCIETY INC AUSTIN, TX	GENERAL	$15,000
GUARDIANSHIP SERVICES INC FORT WORTH, TX	GENERAL	$2,000
ACOUSTICAL SOCIETY OF AMERICA MELVILLE, NY	GENERAL	$5,000
ARK HOUSE FOUNDATION RICHARDSON, TX	GENERAL	$5,000
CHRISTIAN CHURCH FOUNDATION INDIANAPOLIS, IN	GENERAL	$10,000
UNIVERSITY OF TEXAS AUSTIN AUSTIN, TX	GENERAL	$5,000
FIRST CHRISTIAN CHURCH ARLINGTON, TX	GENERAL	$1,000
PARAMOUNT THEATRE FOR THE AUSTIN, TX	GENERAL	$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DOUG WINKER	CO-TRUSTEE	2	$23,789

Frequently Asked Questions

How large is E L and R F Hallberg Foundation Xxxxx5006?

As of 2024, E L and R F Hallberg Foundation Xxxxx5006 holds $3.3M in total assets with $208K in annual revenue. It awarded 11 grants totaling $158K in 2024.

Where does E L and R F Hallberg Foundation Xxxxx5006 operate?

E L and R F Hallberg Foundation Xxxxx5006 has awarded grants in Indiana, Massachusetts, New York, Texas.

What size grants does E L and R F Hallberg Foundation Xxxxx5006 award?

In 2024, E L and R F Hallberg Foundation Xxxxx5006 awarded 11 grants totaling $158K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is E L and R F Hallberg Foundation Xxxxx5006 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, E L and R F Hallberg Foundation Xxxxx5006 reported a distributable amount of $213K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is E L and R F Hallberg Foundation Xxxxx5006's EIN?

E L and R F Hallberg Foundation Xxxxx5006's EIN (Employer Identification Number) is 75-6356892. IRS Form 990 filing data is available on this page for 2020–2024.