Patrick & Beatrice Haggerty Foundation
The Patrick & Beatrice Haggerty Foundation is a private foundation based in Dallas, Texas (4712 Shadywood Ln, Dallas, TX 75209). Established in 1983, the foundation operates as a 501(c)(3) organization with IRS ruling year 1984. The foundation makes grants for charitable, scientific, literary, religious, and educational purposes.
Key facts about Patrick & Beatrice Haggerty Foundation
- EIN
- 75-2076387
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,072,500
- Grants made (2024)
- 48
- Average grant
- $22,344
- Median grant
- $7,000
- New grantees (estimate)
- 27% first-time grantees (13 of 48, 2024)
- Total assets
- $16,197,907
- Primary geography
- Texas (91% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- All applications must be submitted online. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Patrick & Beatrice Haggerty Foundation funds
By grant dollars, the top recipient states for Patrick & Beatrice Haggerty Foundation's 48 itemized 2024 grants were Texas (91%) and Wisconsin (7%). The most frequent recipient cities were Dallas, TX (26 grants), Austin, TX (4 grants), Sturgeon Bay, WI (4 grants) and New Orleans, LA (4 grants). 100% of grants with a stated purpose were for general or operating support.
Is Patrick & Beatrice Haggerty Foundation open to new grantees?
27%
first-time grantees, 2024
In 2024, 13 of 48 grantees (27%) were first-time recipients. First grants averaged $11K; repeat grants $27K. How we count
Medians: $5K first-time, $8K repeat.
- 56% of 2024 grantees were also funded in 2023. Method
- Giving grew 31% from 2021 to 2024. Method
- In 2024 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Patrick & Beatrice Haggerty Foundation
- How to evaluate Patrick & Beatrice Haggerty Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$16.2M
+10.2% YoY
Annual Giving
$1.1M
+2.1% YoY
Grant Count
48
-4.0% YoY
Avg Grant Size
$22K
+6.4% YoY
Under IRS private-foundation payout rules, Patrick & Beatrice Haggerty Foundation reported a distributable amount of $1.2M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
By charter, the foundation grants are given for charitable, scientific, literary, religious, and education purposes only.
Primary funding focus areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
Average Grant
$19,000
How to Apply
**
Ready to take the next step with Patrick & Beatrice Haggerty Foundation?
Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- Texas (primary focus)
- Wisconsin
- Louisiana
These three states account for 99% of all grants. The foundation has supported organizations across 4 states total.
Grant Distribution by State
Share of all 48 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Giving:
- Total assets: $16,197,907 (as of 2024)
- Total giving: $1,072,500 (most recent filing)
- Annual income: $6.9M
- Giving rate: 7.1% of assets
Historical Trends:
- Assets grew from $12.3M in 2011 to $16.2M in 2024
- Annual giving grew from $850,000 in 2020 to $1.1M in 2023
- Highest grantmaking activity in 2022 with $2.2M distributed across 106 grants
- Total grants made: 211 grants totaling $4.1M
- Supported 80 unique organizations
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $16,197,907 | $14,704,672 | $15,534,957 |
| Revenue | $1,554,699 | $622,770 | $1,631,219 |
| Expenses | $1,183,318 | $1,178,561 | $1,261,191 |
| Qualifying Distributions | $1,082,012 | $1,069,461 | $1,181,693 |
| Net Investment Income | $1,453,393 | $523,670 | $1,590,770 |
| Distributable Amount | $1,208,458 | $1,089,529 | $1,124,717 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
261 grants across all recorded years
Open Grants
1 open opportunity from Patrick & Beatrice Haggerty Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Children's Health ($250,000), UT Southwestern Medical Center ($250,000), Bishop Dunne Catholic School ($69,250).
| Recipient | Purpose | Amount |
|---|---|---|
| CHILDREN'S HEALTH Dallas, TX | CHARITABLE - FOR GENERAL OPERATIONS OF AGENCY | $250,000 |
| UT SOUTHWESTERN MEDICAL CENTER Dallas, TX | CHARITABLE - FOR GENERAL OPERATIONS OF AGENCY | $250,000 |
| BISHOP DUNNE CATHOLIC SCHOOL Dallas, TX | CHARITABLE - FOR GENERAL OPERATIONS OF AGENCY | $69,250 |
| DALLAS COURT APPOINTED Dallas, TX | CHARITABLE - FOR GENERAL OPERATIONS OF AGENCY | $50,000 |
| NEXUS Dallas, TX | CHARITABLE - FOR GENERAL OPERATIONS OF AGENCY | $44,250 |
| MARQUETTE UNIVERSITY HAGGERTY MUSEUM Milwaukee, WI | CHARITABLE - FOR GENERAL OPERATIONS OF AGENCY | $40,000 |
| EQUEST Dallas, TX | CHARITABLE - FOR GENERAL OPERATIONS OF AGENCY | $30,000 |
| DALLAS MUSEUM OF ART Dallas, TX | CHARITABLE - FOR GENERAL OPERATIONS OF AGENCY | $25,000 |
| ST MARY OF CARMEL CATHOLIC SCHOOL Dallas, TX | CHARITABLE - FOR GENERAL OPERATIONS OF AGENCY | $25,000 |
| VISITING NURSE ASSOCIATION Dallas, TX | CHARITABLE - FOR GENERAL OPERATIONS OF AGENCY | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Patrick E Haggerty | Chairman/CEO | 1 | — |
| Michael Haggerty | Secretary/Treasurer | 1 | — |
| Peggy Kelsey | Director | 1 | — |
| Teresa Haggerty Parravano | Director | 1 | — |
| Robert Moosey | Director | 1 | — |
Recent Grantmaking Activity
Recent developments and announcements
The foundation has provided funding to a diverse range of organizations in recent years, including:
**Education & Youth Services:**
Bishop Dunne Catholic School
Cistercian Preparatory School
Divine Savior Holy Angels High School
The Hockaday School
Irma Lerma Rangel Young Women's Leadership School
Marquette University High School
Notre Dame School
Santa Clara of Assisi Catholic Academy
Si Se Puede Learning Center
University of Dallas
**Health & Medical Services:**
Children's Health (formerly Children's Medical Center)
Clayton Dabney for Kids with Cancer
Door County Medical Center Foundation
Legal Hospice of Texas
Southwestern Diabetic Foundation
UT Southwestern Medical Center
**Community Services & Social Support:**
Austin Street Centre
Caritas of Austin
CitySquare
Community Partners of Dallas
Crossroads at Big Creek
Dallas CASA
D.C. Central Kitchen
The Family Place
The Housing Crisis Center
New Friends New Life
SafePlace of Austin
Saint Louise House
SOME
Urban Roots
VNA – Meals on Wheels
**Arts & Culture:**
Artist Outreach
Big Thought – A Learning Partnership
Christ the King Catholic Church
Crystal Charity Ball
Marquette University – Haggerty Museum
Paramount Theatre
Peninsula Players
Peninsula School of the Arts
Pointless Theatre
**Other Organizations:**
Women's Fund of Door County
YMCA of Door County
YMCA of Sturgeon Bay
Frequently Asked Questions
What does Patrick & Beatrice Haggerty Foundation fund?
By charter, the foundation grants are given for charitable, scientific, literary, religious, and education purposes only. Primary funding focus areas include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services
How do I apply for a grant from Patrick & Beatrice Haggerty Foundation?
All applications must be submitted online. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Patrick & Beatrice Haggerty Foundation make grants?
The foundation primarily funds organizations in: • Texas (primary focus) • Wisconsin • Louisiana These three states account for 99% of all grants. The foundation has supported organizations across 4 states total.
What size grants does Patrick & Beatrice Haggerty Foundation award?
In 2024, Patrick & Beatrice Haggerty Foundation awarded 48 grants totaling $1.1M — an average of about $22K per grant, based on its IRS Form 990 filings.
How much is Patrick & Beatrice Haggerty Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Patrick & Beatrice Haggerty Foundation reported a distributable amount of $1.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Patrick & Beatrice Haggerty Foundation's EIN?
Patrick & Beatrice Haggerty Foundation's EIN (Employer Identification Number) is 75-2076387. IRS Form 990 filing data is available on this page for 2020–2024.
Does Patrick & Beatrice Haggerty Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Explore Open Grants
Browse active grant opportunities in Patrick & Beatrice Haggerty Foundation's focus areas in our free grants database
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.