The Hausman Family Charitable Trust

Private foundation · Grantmaker Boston, MA EIN: 22-2767735

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.

Key facts about The Hausman Family Charitable Trust

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.

EIN
22-2767735
Latest 990 filing
Form 990-PF, 2023
Annual giving (2023)
$19,640,867
Grants made (2023)
1
Average grant
$19,640,867
Median grant
$19,640,867
Primary geography
Kentucky (100% of itemized 2023 grant dollars)
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. Full details ↓

Data from IRS Form 990-PF, 2023; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$19.6M

+518.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$19.6M

+518.4% YoY

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.

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.”

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Geographic Focus

Where this funder awards grants

All grant dollars reported for 2023 went to a recipient in Kentucky.

Grant Distribution by State

11states

Share of the 2023 grant dollars on its one itemized grant.

Cities

BostonGloucesterNew YorkMiltonRockportLos AngelesCambridgeCincinnatiProvidenceBrocktonClevelandDanversEast BostonNew HavenSanta MonicaTauntonWashingtonCherry HillCovingtonLincoln

Giving Over Time

Total grant dollars and number of grants per year

$0$5M$10M$15M$20M55 grants2020 41 grants2021 1 grant2022 1 grant2023

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.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2023

Fidelity Donor Advised Funds: $19.6MFidelity Donor Advised Funds$19.6M

The largest 2023 recipient was Fidelity Donor Advised Funds ($19.6M).

Grant Size Distribution

98 grants across all recorded years

89<$50K1$50–100K3$100–250K$250–500K1$500K–1M1$1–5M3$5M+

The most common grant size was under $50K: 89 grants of 98 (91%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Fidelity Donor Advised Funds Covington, KYGIFT$19,640,867

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2023 Not stated $382,816 $19,648,012 $19,640,867
2022 $19,265,196 $279,007 $3,232,453 $3,175,852
2021 $21,872,992 $4,694,416 $14,514,761 $14,280,484
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10M$20M$30M2020 2021 2022 2023
Metric202320222021
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2023

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.

Contact

Mailing address: 1 Avery Street Apt 28D, Boston, MA 02111
Phone: (617) 905-8052

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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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