William J Haggerty Jr Scholarship

Private foundation · Grantmaker Kansas City, MO EIN: 26-6602255

William J Haggerty Jr Scholarship is a private foundation, based in Kansas City, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $331K in total assets. In 2024, it awarded 4 grants totaling $24K. Net investment income was $69K.

Key facts about William J Haggerty Jr Scholarship

In short: William J Haggerty Jr Scholarship gave $24K across 4 grants in 2024 (avg $6K), mostly in Missouri. Source: 2024 IRS Form 990-PF.

EIN
26-6602255
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$24,293
Grants made (2024)
4
Average grant
$6,073
Median grant
$5,897
Total assets
$330,982
Primary geography
Missouri (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$331K

+13.1% YoY

Annual Giving

$24K

+18.5% YoY

Grant Count

4

+33.3% YoY

Avg Grant Size

$6K

-11.1% YoY

Under IRS private-foundation payout rules, William J Haggerty Jr Scholarship reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.

How William J Haggerty Jr Scholarship gives

  • Giving fell 65% from 2021 to 2024. Method
  • In 2024 it paid out 143% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 4 itemized grants.

States

Cities

Kansas CityLees SummitBlue Springs

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K3 grants2020 7 grants2021 4 grants2022 3 grants2023 4 grants2024

From 2020 to 2024, annual grant giving ranged from $14K (2022) to $70K (2021). In 2024 it made 4 grants totaling $24K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

St Michael the Archangel: $8KSt Michael the Archangel$8KUniversity of Missouri Kansas City: $6KUniversity of Missouri KansasCity$6KOur Lady of Presentation Catholic School: $6KOur Lady of PresentationCatholic School$6KBright Futures Fund: $5KBright Futures Fund$5K

The largest 2024 recipient was St Michael the Archangel ($8K). Together the top 4 received $24K.

Grant Size Distribution

21 grants across all recorded years

21<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 21 grants of 21 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Michael the Archangel Lees Summit, MOTuition Assistance$7,500
University of Missouri Kansas City Kansas City, MOTuition Assistance$6,000
Our Lady of Presentation Catholic School Lees Summit, MOTuition Assistance$5,793
Bright Futures Fund Kansas City, MOStudent Support Programs for Families, Students and Schools$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$330,982$292,660$306,433
Revenue$78,857$21,327$21,174
Expenses$40,535$35,100$24,254
Qualifying Distributions$30,432$25,375$14,356
Net Investment Income$68,753$12,602$12,276
Distributable Amount$21,283$21,696$21,999

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

William J Haggerty Jr Scholarship is led by Christine H. Demarea, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • Christine H. Demarea

    Trustee

    On filings since 2020

    6.5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "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 William J Haggerty Jr Scholarship

How much does William J Haggerty Jr Scholarship give each year?

William J Haggerty Jr Scholarship gave $24K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $21K across 3 grants.

What is William J Haggerty Jr Scholarship's typical grant size?

William J Haggerty Jr Scholarship's median grant in 2024 was $5,897, and its average grant was $6,073, across 4 grants on its 2024 IRS Form 990-PF.

Where does William J Haggerty Jr Scholarship give grants?

William J Haggerty Jr Scholarship gives mostly in Missouri: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lees Summit, MO (2 grants) and Kansas City, MO (2 grants).

Does William J Haggerty Jr Scholarship give general operating support?

Not in 2024: none of the 4 grants with a stated purpose on William J Haggerty Jr Scholarship's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Tuition Assistance" (3 grants).

How large is William J Haggerty Jr Scholarship?

William J Haggerty Jr Scholarship reported $331K in total assets on its 2024 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $21K (roughly 5% of its investment assets).

What is William J Haggerty Jr Scholarship's EIN?

William J Haggerty Jr Scholarship's EIN (Employer Identification Number) is 26-6602255. IRS Form 990 filing data is available on this page for 2020–2024.

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

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