Hartzell W Fbo Haverfrd 4947-ir-tua

Foundation · Grantmaker SAINT LOUIS, MO EIN: 23-6212066

Hartzell W Fbo Haverfrd 4947-ir-tua is a private foundation focused on Philanthropy, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $441K in total assets. In 2024, it awarded 1 grants totaling $24K. Net investment income was $17K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$441K

-2.0% YoY

Annual Giving

$24K

+14.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$24K

+14.3% YoY

Under IRS private-foundation payout rules, Hartzell W Fbo Haverfrd 4947-ir-tua reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.

About Hartzell W Fbo Haverfrd 4947-ir-tua

Based on IRS filings

Focus Areas

Philanthropy Foundations

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $108K (100%)

States

Pennsylvania

Cities

Haverford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$441,006	$449,992	$466,923
Revenue	$23,462	$12,979	$11,264
Expenses	$32,900	$29,339	$29,336
Qualifying Distributions	$27,009	$23,876	$22,910
Net Investment Income	$16,976	$9,008	$11,257
Distributable Amount	$24,845	$23,365	$24,697

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Haverford College ($24,000).

Recipient	Purpose	Amount
HAVERFORD COLLEGE HAVERFORD, PA	GENERAL OPERATING	$24,000

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	$7,629

Subject Areas

Focus areas based on grantmaking activity

Philanthropy Foundations

Frequently Asked Questions

What is Hartzell W Fbo Haverfrd 4947-ir-tua?

Hartzell W Fbo Haverfrd 4947-ir-tua is a private foundation focused on Philanthropy, based in SAINT LOUIS, MO. It holds $441K in total assets as of 2024.

How large is Hartzell W Fbo Haverfrd 4947-ir-tua?

As of 2024, Hartzell W Fbo Haverfrd 4947-ir-tua holds $441K in total assets with $23K in annual revenue. It awarded 1 grants totaling $24K in 2024.

Where does Hartzell W Fbo Haverfrd 4947-ir-tua operate?

Hartzell W Fbo Haverfrd 4947-ir-tua has awarded grants in Pennsylvania.

What size grants does Hartzell W Fbo Haverfrd 4947-ir-tua award?

In 2024, Hartzell W Fbo Haverfrd 4947-ir-tua awarded 1 grants totaling $24K — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is Hartzell W Fbo Haverfrd 4947-ir-tua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Hartzell W Fbo Haverfrd 4947-ir-tua reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Hartzell W Fbo Haverfrd 4947-ir-tua's EIN?

Hartzell W Fbo Haverfrd 4947-ir-tua's EIN (Employer Identification Number) is 23-6212066. IRS Form 990 filing data is available on this page for 2020–2024.