Hobart & Lottie Faulkner Foundation
Hobart & Lottie Faulkner Foundation is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 8 grants totaling $148K. Net investment income was $327K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
+5.7% YoY
Annual Giving
$148K
-20.1% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$19K
-20.1% YoY
Under IRS private-foundation payout rules, Hobart & Lottie Faulkner Foundation reported a distributable amount of $218K for 2024 — the minimum it must pay out in qualifying distributions.
About Hobart & Lottie Faulkner Foundation
Based on IRS filings
Hobart & Lottie Faulkner Foundation is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 8 grants totaling $148K. Net investment income was $327K.
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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 | $2,756,446 | $2,608,219 | $2,900,219 |
| Revenue | $357,251 | $-50,257 | $105,501 |
| Expenses | $209,432 | $241,366 | $224,654 |
| Qualifying Distributions | $178,160 | $213,185 | $194,623 |
| Net Investment Income | $326,599 | $89,122 | $84,946 |
| Distributable Amount | $217,652 | $195,770 | $194,506 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
40 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include American Cancer Society ($59,360), American Heart Assn ($37,100), City of Hope ($19,292).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN CANCER SOCIETY HAGERSTOWN, MD | MEDICAL | $59,360 |
| AMERICAN HEART ASSN ST PETERSBURG, FL | MEDICAL | $37,100 |
| ARTHRITIS FOUNDATION ATLANTA, GA | MEDICAL | $7,420 |
| AZUSA PACIFIC UNIVERSITY AZUSA, CA | EDUCATION | $7,420 |
| CITY OF HOPE DUARTE, CA | MEDICAL | $19,292 |
| PEPPERDINE UNIVERSITY MALIBU, CA | EDUCATION | $7,420 |
| LA BREAKFAST CLUB FDN LOS ANGELES, CA | CHARITABLE | $2,968 |
| UNIVERSITY OF FINDLAY FINDLAY, OH | EDUCATION | $7,420 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK NA | Trustee | 12 | $55,221 |
Frequently Asked Questions
How large is Hobart & Lottie Faulkner Foundation?
As of 2024, Hobart & Lottie Faulkner Foundation holds $2.8M in total assets with $357K in annual revenue. It awarded 8 grants totaling $148K in 2024.
Where does Hobart & Lottie Faulkner Foundation operate?
Hobart & Lottie Faulkner Foundation has awarded grants in California, Florida, Georgia, Maryland, Ohio, Oklahoma.
What size grants does Hobart & Lottie Faulkner Foundation award?
In 2024, Hobart & Lottie Faulkner Foundation awarded 8 grants totaling $148K — an average of about $19K per grant, based on its IRS Form 990 filings.
How much is Hobart & Lottie Faulkner Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Hobart & Lottie Faulkner Foundation reported a distributable amount of $218K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Hobart & Lottie Faulkner Foundation's EIN?
Hobart & Lottie Faulkner Foundation's EIN (Employer Identification Number) is 95-4446743. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Hobart & Lottie Faulkner Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.