Esther V Haggerty Trust XXX-XX-XXXX
Esther V Haggerty Trust XXX-XX-XXXX is a private foundation focused on Education, based in Evansville, IN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $81K in total assets. In 2025, it awarded 1 grant totaling $3K. Net investment income was $4K.
Esther V Haggerty Trust XXX-XX-XXXX at a glance
In short: Esther V Haggerty Trust XXX-XX-XXXX gave $3K across 1 grant in 2025 (avg $3K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- -50.0% vs 2024
- Average grant
- $3,000
- +100.0% vs 2024
- Median grant
- $3,000
- Total assets
- $80,558
- -3.1% vs 2024
- Primary geography
- Illinois (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Esther V Haggerty Trust XXX-XX-XXXX funds
How this funder distributes its grants
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 12 grants of 12 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Esther V Haggerty Trust XXX-XX-XXXX gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 141% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $2K (2023) to $4K (2020). In 2025 it made 1 grant totaling $3K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $3,000 |
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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 | $80,558 | $5,109 | $7,615 | $3,000 | 1 | $6,966 | $4,460 | $4,954 |
| 2024 | $83,125 | $6,575 | $7,641 | $3,000 | 2 | $6,766 | $5,871 | $4,742 |
| 2023 | $84,195 | $9,804 | $5,368 | $2,000 | 4 | $4,925 | $9,308 | $4,240 |
| 2022 | $79,770 | $3,761 | $6,235 | $3,000 | 2 | $5,656 | $3,386 | $4,438 |
| 2021 | $82,246 | $10,813 | $6,018 | $3,000 | 3 | $5,656 | $10,451 | $5,022 |
| 2020 | $77,450 | $7,211 | $7,253 | $4,000 | 3 | — | $6,851 | $4,394 |
| 2019 | $77,494 | $8,919 | $7,077 | $4,000 | 5 | — | $8,526 | $4,389 |
Under IRS private-foundation payout rules, Esther V Haggerty Trust XXX-XX-XXXX reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Esther V Haggerty Trust XXX-XX-XXXX's only listed officer is OLD National Wealth Management, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
OLD National Wealth Management
Trustee
On filings since 2019
1 hr/week
$2K (2019) → $3K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $3K, to Old National Wealth Management (Trustee).
Frequently asked questions about Esther V Haggerty Trust XXX-XX-XXXX
How much does Esther V Haggerty Trust XXX-XX-XXXX give each year?
Esther V Haggerty Trust XXX-XX-XXXX gave $3K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 2 grants.
How large is Esther V Haggerty Trust XXX-XX-XXXX?
Esther V Haggerty Trust XXX-XX-XXXX reported $81K in total assets on its 2025 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
What is Esther V Haggerty Trust XXX-XX-XXXX?
Esther V Haggerty Trust XXX-XX-XXXX is a private foundation focused on Education, based in Evansville, IN. It holds $81K in total assets as of 2025.
Where does Esther V Haggerty Trust XXX-XX-XXXX operate?
Esther V Haggerty Trust XXX-XX-XXXX has awarded grants in Illinois, Indiana, Ohio.
What is Esther V Haggerty Trust XXX-XX-XXXX's EIN?
Esther V Haggerty Trust XXX-XX-XXXX's EIN (Employer Identification Number) is 36-7199151. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
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