Thomas D Halaczkiewicz Foundation Trust
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.
Key facts about Thomas D Halaczkiewicz Foundation Trust
- EIN
- 82-6421328
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $81,017
- Grants made (2024)
- 7
- Average grant
- $11,574
- Median grant
- $10,000
- Total assets
- $2,235,463
- Primary geography
- California (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Thomas D Halaczkiewicz Foundation Trust funds
By grant dollars, the top recipient states for Thomas D Halaczkiewicz Foundation Trust's 7 itemized 2024 grants were California (100%). The most frequent recipient cities were Monterey, CA (2 grants). None of its 7 grants with a stated purpose were described as general or operating support.
How Thomas D Halaczkiewicz Foundation Trust gives
- Giving grew 43% from 2021 to 2024. Method
- In 2024 it paid out 58% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Thomas D Halaczkiewicz Foundation Trust
- How to evaluate Thomas D Halaczkiewicz Foundation Trust as a funder
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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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 7 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
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 7 recipients in 2024
Grant Size Distribution
29 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Monterey Bay Aquarium ($20,000), The Spca for Monterey County ($20,000), Carmel Dance Festival ($16,017).
| Recipient | Purpose | Amount |
|---|---|---|
| MONTEREY BAY AQUARIUM Monterey, CA | CASH DONATION FOR THE CONSERVATION OF THE OCEAN. | $20,000 |
| THE SPCA FOR MONTEREY COUNTY Salinas, CA | CASH DONATION TO THE SPAY AND NEUTER PROGRAM. | $20,000 |
| CARMEL DANCE FESTIVAL Carmelbythesea, CA | CASH DONATION TO PROMOTE DANCE TO ALL AGES. | $16,017 |
| SNIP SPAY AND NEUTER Indio, CA | CASH DONATION TO THE SPAY AND NEUTER PROGRAM. | $10,000 |
| ANIMAL FRIENDS RESCUE PROJECT Pacific Grove, CA | CASH DONATION TO THE VETERINARY AND RESCUE SERVICES. | $5,000 |
| GOLDEN OLDIES CAT RESCUE Monterey, CA | CASH DONATION FOR RESCUE SERVICES. | $5,000 |
| HENRY MILLER LIBRARY Big Sur, CA | CASH DONATION FOR PUBLIC SERVICES. | $5,000 |
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 |
|---|---|---|---|
| Molly L McClellan | Trustee | 0.5 | — |
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 September 2026. Sourced from IRS Form 990-PF filings.