Nonprofit · EIN 74-2834429
HAGGERTY FAMILY FOUNDATION
Tax-exempt · AUSTIN, TX 78703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990-PF | $248,016 | $108,085 | $139,931 | $1,837,872 | $0 | $1,837,872 |
| February 28, 2023 | 990-PF | $196,274 | $113,337 | $82,937 | $1,596,047 | $0 | $1,596,047 |
Financial details: 990-PF for the year ended February 28, 2025
Revenue
- Contributions, gifts and grants
- $150,000
- Dividends
- $49,656
- Interest
- $4,722
- Net gain from sales of assets
- $43,638
Expenses
- Grants and similar amounts paid
- $86,500
- Disbursements for charitable purposes
- $95,636
- Excise tax on investment income
- $1,220
Balance sheet and other
- Total assets, start of year
- $1,697,941
- Total assets, end of year
- $1,837,872
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,837,872
- Fair market value of assets
- $2,721,305
- Qualifying distributions
- $95,636
- Net investment income
- $98,016
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL HAGGERTY 1102 WEST 6TH STREET, AUSTIN, TX 78703 | PRESIDENT/DI | 0 | $0 |
| JEAN HAGGERTY 1102 WEST 6TH STREET, AUSTIN, TX 78703 | SECRETARY/DI | 0 | $0 |
| RACHEL HAGGERTY STEPHENS 1102 WEST 6TH STREET, AUSTIN, TX 78703 | DIRECTOR | 0 | $0 |
| COLLEEN ELLIS COPLIN 1102 WEST 6TH STREET, AUSTIN, TX 78703 | DIRECTOR | 0 | $0 |
990-PF for the year ended February 28, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL HAGGERTY 1102 WEST 6TH STREET, AUSTIN, TX 78703 | PRESIDENT/DI | 0 | $0 |
| JEAN HAGGERTY 1102 WEST 6TH STREET, AUSTIN, TX 78703 | SECRETARY/DI | 0 | $0 |
| RACHEL HAGGERTY STEPHENS 1102 WEST 6TH STREET, AUSTIN, TX 78703 | DIRECTOR | 0 | $0 |
| COLLEEN ELLIS COPLIN 1102 WEST 6TH STREET, AUSTIN, TX 78703 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1102 W 6TH ST, AUSTIN, TX 78703-5304
- In care of
- % HAGGERTY MICHAEL
- Signed the 990-PF
- MICHAEL HAGGERTY, PRESIDENT/DIRECTOR
- Phone
- (512) 479-8805
- Return prepared by
- STEPHANIE G BALL CPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | Check at the IRS |
IRS record
- EIN
- 74-2834429
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,837,872
- Income (IRS master file)
- $801,945
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2025 | $248,016 | $108,085 | $1,837,872 | XML |
| 990-PF | February 2023 | $196,274 | $113,337 | $1,596,047 | XML |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-2834429).
Questions about HAGGERTY FAMILY FOUNDATION
- What is the EIN of HAGGERTY FAMILY FOUNDATION?
- The employer identification number (EIN) of HAGGERTY FAMILY FOUNDATION is 74-2834429.
- Is HAGGERTY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to HAGGERTY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAGGERTY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAGGERTY FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAGGERTY FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2025.
- Who are the officers and directors of HAGGERTY FAMILY FOUNDATION?
- The 990-PF for the year ended February 28, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HAGGERTY FAMILY FOUNDATION have?
- On its 990-PF for the year ended February 28, 2025 it reported revenue of $248,016, expenses of $108,085 and total assets of $1,837,872 at year end.
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