William M & Jean D Hauber Trust

MEMPHIS, TN EIN: 23-7887198

William M & Jean D Hauber Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MEMPHIS, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 1 grants totaling $196K. Net investment income was $276K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.9M

+1.7% YoY

Annual Giving

$196K

-0.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$196K

-0.7% YoY

Under IRS private-foundation payout rules, William M & Jean D Hauber Trust reported a distributable amount of $177K for 2024 — the minimum it must pay out in qualifying distributions.

About William M & Jean D Hauber Trust

Based on IRS filings

William M & Jean D Hauber Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MEMPHIS, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 1 grants totaling $196K. Net investment income was $276K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

MemphisPittsburgh

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$87K$173K$260K$346K20202021202220232024
Metric202420232022
Total Assets$2,860,785$2,811,904$2,948,057
Revenue$314,804$159,185$211,754
Expenses$265,923$295,338$287,898
Qualifying Distributions$227,851$258,469$253,605
Net Investment Income$276,252$121,816$177,461
Distributable Amount$177,272$165,922$175,310

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$99K$149K$199K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SEE ATTACHED$196K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K5$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 See Attached ($196,000).

RecipientPurposeAmount
SEE ATTACHED MEMPHIS, TNCHARITABLE/RELIGIOUS$196,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BENJAMIN HAUBERTRUSTEE$5KPAUL HAUBERSEC/TREAS$5KBETH STEWARTTRUSTEE$5KPAMELA HAUBERPRESIDENT$5KNANCY BEDWELLTRUSTEE$5K

From 2024 filing

NameTitleHoursCompensation
BENJAMIN HAUBERTRUSTEE1$5,000
PAUL HAUBERSEC/TREAS1$5,000
BETH STEWARTTRUSTEE1$5,000
PAMELA HAUBERPRESIDENT1$5,000
NANCY BEDWELLTRUSTEE1$5,000

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is William M & Jean D Hauber Trust?

William M & Jean D Hauber Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MEMPHIS, TN. It holds $2.9M in total assets as of 2024.

How large is William M & Jean D Hauber Trust?

As of 2024, William M & Jean D Hauber Trust holds $2.9M in total assets with $315K in annual revenue. It awarded 1 grants totaling $196K in 2024.

Where does William M & Jean D Hauber Trust operate?

William M & Jean D Hauber Trust has awarded grants in Pennsylvania, Tennessee.

What size grants does William M & Jean D Hauber Trust award?

In 2024, William M & Jean D Hauber Trust awarded 1 grants totaling $196K — an average of about $196K per grant, based on its IRS Form 990 filings.

How much is William M & Jean D Hauber Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William M & Jean D Hauber Trust reported a distributable amount of $177K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William M & Jean D Hauber Trust's EIN?

William M & Jean D Hauber Trust's EIN (Employer Identification Number) is 23-7887198. 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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