Henry E Haller Jr Foundation

FORT LAUDERDALE, FL EIN: 52-2250015

The Henry E Haller Jr Foundation is a private grantmaking foundation based in Fort Lauderdale, Florida. Established in 2000 in Pennsylvania and granted 501(c)(3) tax-exempt status in March 2004, the foundation operates as a family foundation with substantial philanthropic reach across multiple states and sectors.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$45.3M

+3.9% YoY

Annual Giving

$4.1M

+12.1% YoY

Grant Count

22

-38.9% YoY

Avg Grant Size

$184K

+83.4% YoY

Under IRS private-foundation payout rules, Henry E Haller Jr Foundation reported a distributable amount of $4.1M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation maintains a broad philanthropic approach across multiple sectors, including:

  • Education
  • Healthcare
  • Veterans' services
  • Community development
  • Human services
  • Science and STEM education

Grantmaking

The foundation operates without formal grant programs or fixed application cycles. All grants are awarded at the discretion of the trustees.

Grant Range

& Range:**

Average Grant

amount varies by year

How to Apply

**

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Geographic Focus

Where this funder awards grants

The foundation maintains national giving with particular emphasis on:

  • Florida (especially South Florida)
  • Pennsylvania (historical ties to Western Pennsylvania institutions)
  • Ohio
  • North Carolina

Grant Distribution by State

16states
+8 more states

Cities

Allison ParkArlingtonAtlantaBlacksburgBostonBurlingtonCastaliaCharlotteChicagoClaremontClevelandCleveland HeightsCoral GablesDoralDurhamFairfaxFort LauderdaleFort WorthGreenvilleGrove City

Financial History

Multi-year comparison from IRS filings

Assets:

  • Total assets (2024): $45,278,950

Annual Giving:

  • Annual giving (2024): $4,346,814

Revenue & Expenses:

  • Total revenues (2024): $6,367,413
  • Total expenses (2024): $4,647,809
  • Total liabilities (2023): $25,600
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$5M$7M20202021202220232024
Metric202420232022
Total Assets$45,278,950$43,586,209$43,550,113
Revenue$6,367,413$4,274,299$2,525,379
Expenses$4,647,809$4,237,009$3,736,655
Qualifying Distributions$4,346,814$3,928,039$3,399,117
Net Investment Income$6,122,418$4,021,224$2,257,082
Distributable Amount$4,094,927$3,679,424$3,847,464

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M29 grants202042 grants202141 grants202236 grants202322 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BROWARD HEALTH FOUNDATION$1.0MDUKE UNIVERSITY$1.0MDUKE UNIVERSITY$700KUNIVERSITY SCHOOL$400KRONALD MCDONALD HOUSE$375KBROWARD PERFORMING ARTS …$155KUSO$150KLEUKEMIA LYMPHOMA SOCIETY$50KTHE 85 FUND$50KUNIVERSITY OF PITTSBURGH$35K

Grant Size Distribution

170 grants across all recorded years

92<$50K46$50–100K7$100–250K13$250–500K9$500K–1M3$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Broward Health Foundation ($1,012,700), Duke University ($1,000,000), Duke University ($700,000).

RecipientPurposeAmount
BROWARD COUNTY LIBRARY FOUNDATION FORT LAUDERDALE, FLANNUAL APPEAL$20,000
BROWARD HEALTH FOUNDATION FORT LAUDERDALE, FLGENERAL$1,012,700
BROWARD PERFORMING ARTS FOUNDATION FORT LAUDERDALE, FLANNUAL APPEAL$155,000
COLD CREEK FOUNDATION CASTALIA, OHGENERAL$15,000
DUKE UNIVERSITY DURHAM, NCLORD CHALLEGE$1,000,000
DUKE UNIVERSITY DURHAM, NCDR, LUO PROFESSOR$700,000
DUKE UNIVERSITY DURHAM, NCJOHN ROBERTS MD$15,000
FLORIDA HUMANITIES COUNCIL ST PETERSBURG, FLANNUAL APPEAL$1,200
FLORIDA OPERA WEST PALM BEACH, FLGENERAL$1,000
HEADSTRONG VETERANS PROJECT BOSTON, MAGENERAL$25,000

Leadership & Key People

Leadership team and compensation from IRS filings

Linda B. Haller - Executive Director

Compensation Overview

From 2024 IRS filing

LINDA B HALLEREXEC DIRECTO$150KKEVIN D BOYCE ESQTRUSTEE$75KKELLY B SHANNONTRUSTEE$50K

From 2024 filing

NameTitleHoursCompensation
LINDA B HALLEREXEC DIRECTO$150,000
KEVIN D BOYCE ESQTRUSTEE$75,000
KELLY B SHANNONTRUSTEE$50,004

Contact Information

Address: 2100 S Ocean Lane, Unit 1511, Fort Lauderdale, FL 33316

Phone: (954) 764-6260

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Henry E Haller Jr Foundation fund?

The foundation maintains a broad philanthropic approach across multiple sectors, including: • Education • Healthcare • Veterans' services • Community development • Human services • Science and STEM education

How do I apply for a grant from Henry E Haller Jr Foundation?

**Grant Size & Range:** • Grant range: $1,000 to $1,012,700 • Median grant: $23,000 • Average grant amount varies by year **Annual Giving:** • 2024: $4,346,814 in total giving • 2023: $4.27 million in revenue **Grant Activity:** • 2024: 22 awards • 2023: 36 awards • 2022: 41 awards **Application Process:** The foundation operates without formal grant programs or fixed application cycles. All grants are awarded at the discretion of the trustees. **Recent Notable Grants (2024):** • Broward Health…

Where does Henry E Haller Jr Foundation make grants?

The foundation maintains national giving with particular emphasis on: • Florida (especially South Florida) • Pennsylvania (historical ties to Western Pennsylvania institutions) • Ohio • North Carolina

What size grants does Henry E Haller Jr Foundation award?

In 2024, Henry E Haller Jr Foundation awarded 22 grants totaling $4.1M — an average of about $184K per grant, based on its IRS Form 990 filings.

How much is Henry E Haller Jr Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Henry E Haller Jr Foundation reported a distributable amount of $4.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Henry E Haller Jr Foundation's EIN?

Henry E Haller Jr Foundation's EIN (Employer Identification Number) is 52-2250015. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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