Haupt Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 3 grants totaling $55K. Net investment income was $53K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
-4.9% YoY
Annual Giving
$55K
+472.7% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$18K
+281.8% YoY
About Haupt Charitable Trust
Based on IRS filings
Haupt Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 3 grants totaling $55K. Net investment income was $53K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,045,400 | $1,099,675 | $1,135,855 |
| Revenue | $66,169 | $19,733 | $1,176,084 |
| Expenses | $118,579 | $57,728 | $39,568 |
| Qualifying Distributions | $104,867 | $25,975 | $30,354 |
| Net Investment Income | $52,653 | $12,325 | $7,849 |
| Distributable Amount | $54,008 | $52,004 | $39,946 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE | 1 | $16,288 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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