The Hausman Family Charitable Trust
The Hausman Family Charitable Trust is a private foundation based in Boston, Massachusetts. Its 2023 IRS filing is marked as a final return, so the trust appears to have wound down or stopped grantmaking.
The Hausman Family Charitable Trust at a glance
In short: The Hausman Family Charitable Trust gave $19.6M across 1 grant in 2023 (avg $19.6M), mostly in Kentucky. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $19,640,867
- +518.4% vs 2022
- Grants made (2023)
- 1
- +0.0% vs 2022
- Average grant
- $19,640,867
- +518.4% vs 2022
- Median grant
- $19,640,867
- Primary geography
- Kentucky (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated October 2026.
How to apply to The Hausman Family Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Application materials or other application procedures are not stated.
- Contact
Mailing address: 1 Avery Street Apt 28D, Boston, MA 02111
Phone: (617) 905-8052
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Hausman Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2023
The largest 2023 recipient was Fidelity Donor Advised Funds ($19.6M).
Grant Size Distribution
98 grants across all recorded years
The most common grant size was under $50K: 89 grants of 98 (91%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2023 went to a recipient in Kentucky.
Grant Distribution by State
Share of the 2023 grant dollars on its one itemized grant.
States
Cities
How The Hausman Family Charitable Trust gives
- Giving grew 230% from 2020 to 2023. Method
- In 2021 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $3.2M (2022) to $19.6M (2023). In 2023 it made 1 grant totaling $19.6M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Donor Advised Funds Covington, KY | GIFT | $19,640,867 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $382,816 | $19,648,012 | $19,640,867 | 1 | $19,640,867 | $382,930 | — |
| 2022 | $19,265,196 | $279,007 | $3,232,453 | $3,175,852 | 1 | $3,227,478 | $274,032 | — |
| 2021 | $21,872,992 | $4,694,416 | $14,514,761 | $14,280,484 | 41 | $14,510,011 | $3,627,662 | $1,413,303 |
| 2020 | $31,693,337 | $17,737,585 | $5,950,769 | $5,948,288 | 55 | — | $16,747,411 | $1,510,641 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Grantmaking
In filing year 2023, the trust reported one grant totaling $19,640,867. The grant went to Fidelity Donor Advised Funds in Covington, Kentucky; its stated purpose was “GIFT.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2023 filing lists Jerry Hausman, Margaretta Hausman, and Reed Shuldiner as trustees.
The Hausman Family Charitable Trust's 2023 filing lists 3 officers; none of the 3 officers listed in 2023 report compensation.
Officers on the 2023 filing
Jerry Hausman
Trustee
On filings since 2020
No compensation reported
Margaretta Hausman
Trustee
On filings since 2020
No compensation reported
Reed Shuldiner
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Hausman Family Charitable Trust
How much does The Hausman Family Charitable Trust give each year?
The Hausman Family Charitable Trust gave $19.6M across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $3.2M across 1 grant.
How do I apply for a grant from The Hausman Family Charitable Trust?
The trust does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does The Hausman Family Charitable Trust make grants?
All grant dollars reported for 2023 went to a recipient in Kentucky.
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.
Does The Hausman Family Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Hausman Family Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
The Hausman Family Charitable Trust down — hundreds of funders to go?