Thomas D Halaczkiewicz Foundation Tr
- Assets
- $2.3m
- Revenue
- $94.2k
- Investments
- $2.0m
- Employees
- 0
- Location
- Carmel Valley, CA
- Founding
- 04/2018
- Data as of
- 12/2023
- EIN
- 82-6421328
Organization Overview
Thomas D Halaczkiewicz Foundation Tr is located in Carmel Valley, CA. The organization was established in 2018. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Thomas D Halaczkiewicz Foundation Tr 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 12/2023, Thomas D Halaczkiewicz Foundation Tr generated $94.2k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 37.2% each year . All expenses for the organization totaled $101.0k during the year ending 12/2023. While expenses have increased by 18.5% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Thomas D Halaczkiewicz Foundation Tr has awarded 25 individual grants totaling $281,718. 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.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $1,794 |
| Dividends & Interest | $65,464 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $26,990 |
| Capital Gain Net Income | $26,990 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $94,248 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $215 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $16,522 |
| Total operating and administrative expenses | $21,027 |
| Contributions, gifts, grants paid | $80,000 |
| Total expenses and disbursements | $101,027 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $14,792 |
| Savings and temporary cash investments | $221,792 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,129,993 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,258,453 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Thomas D Halaczkiewicz Foundation Tr has awarded $80,000 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
CARMEL DANCE FESTIVAL PURPOSE: CASH DONATION TO PROMOTE DANCE TO ALL AGES. | $15,000 |
MONTEREY BAY AQUARIUM PURPOSE: CASH DONATION FOR THE CONSERVATION OF THE OCEAN. | $20,000 |
SNIP SPAY AND NEUTER PURPOSE: CASH DONATION TO THE SPAY AND NEUTER PROGRAM. | $10,000 |
THE SPCA FOR MONTEREY COUNTY PURPOSE: CASH DONATION TO THE SPAY AND NEUTER PROGRAM. | $20,000 |
ANIMAL FRIENDS RESCUE PROJECT PURPOSE: CASH DONATION TO THE VETERINARY AND RESCUE SERVICES. | $5,000 |
GOLDEN OLDIES CAT RESCUE PURPOSE: CASH DONATION FOR RESCUE SERVICES. | $5,000 |