Thomas D Halaczkiewicz Foundation Trust

CARMEL VALLEY, CA EIN: 82-6421328

Thomas D Halaczkiewicz Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL VALLEY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 7 grants totaling $81K. Net investment income was $61K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.2M

-1.0% YoY

Annual Giving

$81K

+1.3% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$12K

+1.3% YoY

Under IRS private-foundation payout rules, Thomas D Halaczkiewicz Foundation Trust reported a distributable amount of $145K for 2024 — the minimum it must pay out in qualifying distributions.

About Thomas D Halaczkiewicz Foundation Trust

Based on IRS filings

Thomas D Halaczkiewicz Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL VALLEY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 7 grants totaling $81K. Net investment income was $61K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Big SurCarmelbytheseaIndioMontereyPacific GroveSalinasSan Diego

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$422K$845K$1M$2M20202021202220232024
Metric202420232022
Total Assets$2,235,463$2,258,453$2,286,059
Revenue$78,636$94,248$1,536,131
Expenses$102,425$101,027$71,682
Qualifying Distributions$84,487$84,490$65,270
Net Investment Income$60,698$77,711$1,386,151
Distributable Amount$145,118$126,258$42,153

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$41K$61K$81K4 grants20207 grants20214 grants20227 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

MONTEREY BAY AQUARIUM$20KTHE SPCA FOR MONTEREY CO…$20KCARMEL DANCE FESTIVAL$16KSNIP SPAY AND NEUTER$10KANIMAL FRIENDS RESCUE PR…$5KGOLDEN OLDIES CAT RESCUE$5KHENRY MILLER LIBRARY$5K

Grant Size Distribution

29 grants across all recorded years

29<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Monterey Bay Aquarium ($20,000), The Spca for Monterey County ($20,000), Carmel Dance Festival ($16,017).

RecipientPurposeAmount
ANIMAL FRIENDS RESCUE PROJECT PACIFIC GROVE, CACASH DONATION TO THE VETERINARY AND RESCUE SERVICES.$5,000
CARMEL DANCE FESTIVAL CARMELBYTHESEA, CACASH DONATION TO PROMOTE DANCE TO ALL AGES.$16,017
GOLDEN OLDIES CAT RESCUE MONTEREY, CACASH DONATION FOR RESCUE SERVICES.$5,000
HENRY MILLER LIBRARY BIG SUR, CACASH DONATION FOR PUBLIC SERVICES.$5,000
MONTEREY BAY AQUARIUM MONTEREY, CACASH DONATION FOR THE CONSERVATION OF THE OCEAN.$20,000
SNIP SPAY AND NEUTER INDIO, CACASH DONATION TO THE SPAY AND NEUTER PROGRAM.$10,000
THE SPCA FOR MONTEREY COUNTY SALINAS, CACASH DONATION TO THE SPAY AND NEUTER PROGRAM.$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MOLLY L MCCLELLANTRUSTEE0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Thomas D Halaczkiewicz Foundation Trust?

Thomas D Halaczkiewicz Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL VALLEY, CA. It holds $2.2M in total assets as of 2024.

How large is Thomas D Halaczkiewicz Foundation Trust?

As of 2024, Thomas D Halaczkiewicz Foundation Trust holds $2.2M in total assets with $79K in annual revenue. It awarded 7 grants totaling $81K in 2024.

Where does Thomas D Halaczkiewicz Foundation Trust operate?

Thomas D Halaczkiewicz Foundation Trust has awarded grants in California.

What size grants does Thomas D Halaczkiewicz Foundation Trust award?

In 2024, Thomas D Halaczkiewicz Foundation Trust awarded 7 grants totaling $81K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Thomas D Halaczkiewicz Foundation Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Thomas D Halaczkiewicz Foundation Trust reported a distributable amount of $145K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Thomas D Halaczkiewicz Foundation Trust's EIN?

Thomas D Halaczkiewicz Foundation Trust's EIN (Employer Identification Number) is 82-6421328. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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