Haney Memorial Fund Td

SAINT LOUIS, MO EIN: 23-6220412

Haney Memorial Fund Td is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.1M in total assets. In 2024, it awarded 9 grants totaling $405K. Net investment income was $132K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$8.1M

-4.1% YoY

Annual Giving

$405K

+1.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$45K

+1.2% YoY

Under IRS private-foundation payout rules, Haney Memorial Fund Td reported a distributable amount of $449K for 2024 — the minimum it must pay out in qualifying distributions.

About Haney Memorial Fund Td

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $2.0M (100%)

States

Pennsylvania

Cities

Newtown SquarePhiladelphia

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$8,050,036	$8,393,234	$8,823,255
Revenue	$168,107	$76,633	$146,828
Expenses	$510,189	$504,612	$543,661
Qualifying Distributions	$416,148	$410,136	$417,426
Net Investment Income	$131,602	$129,286	$210,844
Distributable Amount	$448,797	$408,070	$422,568

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Grant Size Distribution

45 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Pennsylvania ($403,000), The American Academy of ($250), The Musical Fund Society of Phl ($250).

Recipient	Purpose	Amount
THE AMERICAN ACADEMY OF PHILADELPHIA, PA	GENERAL OPERATING	$250
THE MUSICAL FUND SOCIETY OF PHL PHILADELPHIA, PA	GENERAL OPERATING	$250
THE ACADEMY OF NATURAL SCIENCES PHILADELPHIA, PA	GENERAL OPERATING	$250
MOORE COLLEGE OF ART PHILADELPHIA, PA	GENERAL OPERATING	$250
THE HISTORICAL SOCIETY OF PHILADELPHIA, PA	GENERAL OPERATING	$250
UNIVERSITY OF PENNSYLVANIA PHILADELPHIA, PA	SCHOLARSHIP	$403,000
THE FRANKLIN INSTITUTE PHILADELPHIA, PA	GENERAL OPERATING	$250
NORTHERN CHILDRENS SERVICES PHILADELPHIA, PA	GENERAL OPERATING	$250
LANKENAU HOSPITAL NEWTOWN SQUARE, PA	GENERAL OPERATING	$250

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$96,631

Frequently Asked Questions

How large is Haney Memorial Fund Td?

As of 2024, Haney Memorial Fund Td holds $8.1M in total assets with $168K in annual revenue. It awarded 9 grants totaling $405K in 2024.

Where does Haney Memorial Fund Td operate?

Haney Memorial Fund Td has awarded grants in Pennsylvania.

What size grants does Haney Memorial Fund Td award?

In 2024, Haney Memorial Fund Td awarded 9 grants totaling $405K — an average of about $45K per grant, based on its IRS Form 990 filings.

How much is Haney Memorial Fund Td required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Haney Memorial Fund Td reported a distributable amount of $449K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.