The Hausman Family Charitable Trust
The Hausman Family Charitable Trust is a private foundation based in Boston, Massachusetts. The organization filed a final return as of 2023, indicating it has concluded its grantmaking activities.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$19.6M
+518.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$19.6M
+518.4% YoY
Mission & Focus Areas
The trust's grantmaking focused on:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
The organization has filed a final return as of 2023, meaning it is no longer accepting grant applications.
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Geographic Focus
Where this funder awards grants
The trust's grantmaking priorities were primarily concentrated in Kentucky.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Based on the most recent IRS Form 990 filing (2023):
- Total assets: $0
- Total giving: $19,640,867
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $19,265,196 | $21,872,992 |
| Revenue | $382,816 | $279,007 | $4,694,416 |
| Expenses | $19,648,012 | $3,232,453 | $14,514,761 |
| Qualifying Distributions | $19,640,867 | $3,227,478 | $14,510,011 |
| Net Investment Income | $382,930 | $274,032 | $3,627,662 |
| Distributable Amount | — | — | $1,413,303 |
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 2023
Grant Size Distribution
93 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include Fidelity Donor Advised Funds ($19,640,867).
| Recipient | Purpose | Amount |
|---|---|---|
| FIDELITY DONOR ADVISED FUNDS COVINGTON, KY | GIFT | $19,640,867 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JERRY HAUSMAN | TRUSTEE | — | — |
| MARGARETTA HAUSMAN | TRUSTEE | — | — |
| REED SHULDINER | TRUSTEE | — | — |
Frequently Asked Questions
What does The Hausman Family Charitable Trust fund?
The trust's grantmaking focused on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services
How do I apply for a grant from The Hausman Family Charitable Trust?
**Grant Activity:** • Total giving: $19,640,867 • Typical award range: $84–$19,640,867 • The trust had zero live grant opportunities at the time of its final filing **Status:** The organization has filed a final return as of 2023, meaning it is no longer accepting grant applications.
Where does The Hausman Family Charitable Trust make grants?
The trust's grantmaking priorities were primarily concentrated in Kentucky.
What size grants does The Hausman Family Charitable Trust award?
In 2023, The Hausman Family Charitable Trust awarded 1 grants totaling $19.6M — an average of about $19.6M per grant, based on its IRS Form 990 filings.
What is The Hausman Family Charitable Trust's EIN?
The Hausman Family Charitable Trust's EIN (Employer Identification Number) is 22-2767735. IRS Form 990 filing data is available on this page for 2020–2023.
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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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