Daniel P Haerther Charitable Trust
- Assets
- $0.0
- Revenue
- $2.0m
- Investments
- $34.8m
- Employees
- 0
- Location
- Chicago, IL
- Founding
- 02/2008
- Data as of
- 12/2020
- EIN
- 26-1225450
Organization Overview
Daniel P Haerther Charitable Trust is located in Chicago, IL. The organization was established in 2008. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Daniel P Haerther Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Daniel P Haerther Charitable Trust generated $2.0m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 27.2% each year . All expenses for the organization totaled $2.6m during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Daniel P Haerther Charitable Trust has awarded 179 individual grants totaling $12,791,190. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2020
Describe the Organization's Program Activity:
Part 3 - Line 4a
DISTRIBUTED 1,706,684 TO 20 OPERATING CHARITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Richard W Burke Sr Trustee | 0 | $136,455 | |
Jerome R Prassas Trustee | 0 | $37,500 | |
Mary L Burke Trustee | 0 | $37,500 | |
Hillary Anne Ebach Trustee | 0 | $37,500 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Stifel | 12/30/21 | $192,162 |
Richard W Burke | 12/30/21 | $98,955 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $240,386 |
| Dividends & Interest | $187,627 |
| Profit on Inventory Sales | $0 |
| Other Income | $417,965 |
| Total Revenue | $1,955,793 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $227,758 |
| Pension plans, employee benefits | $0 |
| Depreciation | $0 |
| Occupancy | $22,000 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $921,259 |
| Contributions, gifts, grants paid | $1,706,684 |
| Total expenses and disbursements | $2,627,943 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $580,847 |
| Investments—mortgage loans | $0 |
| Investments—other | $22,088,616 |
| Other assets | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
Grants Awarded
Over the last fiscal year, Daniel P Haerther Charitable Trust has awarded $1,812,138 in support to 61 organizations.
| Grant Recipient | Amount |
|---|---|
Lisle, IL PURPOSE: GENERAL PURPOSES | $370,000 |
SHEDD AQUARIUM PURPOSE: GENERAL PURPOSES | $345,000 |
PRINCETON UNIVERSITY PURPOSE: GENERAL PURPOSES | $166,667 |
CATHOLIC CHARITIES PURPOSE: GENERAL PURPOSES | $100,000 |
Chicago, IL PURPOSE: GENERAL PURPOSES | $78,650 |
Chicago, IL PURPOSE: GENERAL PURPOSES | $78,650 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Anthony Pritzker Fam Foundation Chicago, IL | $0 | $37,184,888 |
Robert And Adele Schiff Family Foundation Inc Milwaukee, WI | $226,331,394 | $18,541,997 |
Paula And Rodger Riney Foundation St Louis, MO | $118,536,395 | $1,770,419 |
Pritzker Traubert Foundation Chicago, IL | $0 | $14,671,849 |
Fund For Wisconsin Scholars Inc Madison, WI | $273,321,225 | $22,010,196 |
John W Anderson Foundation Valparaiso, IN | $342,409,938 | $34,395,256 |
Motorola Solutions Foundation Chicago, IL | $427,877 | $12,200,078 |
The Walsh Foundation Chicago, IL | $179,756,510 | $18,008,076 |
Herbert Simon Family Foundation Indianapolis, IN | $26,075,189 | $9,696,254 |
Roy J Carver Charitable Tr Muscatine, IA | $235,043,756 | $22,231,044 |
Saul Zaentz Charitable Foundation Glenview, IL | $31,204,978 | $8,995,660 |
The John And Kathleen Schreiber Foundation Lake Forest, IL | $89,899,268 | $85,376,815 |