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Private foundation (trust)EIN 454907691Est. 2013-03

WILLIAM AND CARLA HANEY FAMILY

MARCO ISLAND, FL 34145

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Total Assets

$1.3M

FY 2023

Annual Giving

$56K

FY 2023

Grants Made

4

FY 2023

Avg Grant

$14K

FY 2023

Grant Range

$1K–$40K

Typical

Deadlines

—

Applications

Programs & Activities

Program 1

The william and carla haney family foundation is organized and operated for the sole purpose of making cash contributions to qualifying public charities. The foundation does not engage in any other direct charitable activities.

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$23K

Total Expenses

$59K

Qualifying Distributions

$56K

Distributable Amount

$61K

Min. Investment Return

$61K

Undistributed Income

$61K

Payout rate 91%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.91%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $1K through median $8K to maximum $40K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $64K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

16 grants

MILWAUKEE RESCUE MISSION
$151K
4 grants
EDPA FOUNDATION
$20K
3 grants
MAYO CLINIC
$20K
1 grant
BOYS AND GIRLS CLUB OF GREATER MILWAUKEE INC
$12K
2 grants
MACC FUND
$10K
2 grants
PENFIELD CHILDRENS CENTER
$10K
1 grant
LACES OF LOVE
$1K
1 grant
ST JUDE RESEARCH CENTER
$500
1 grant

Grant Size Distribution

16 grants

<$10K
11
grants
$10–50K
4
grants
$50–250K
1
grants
$250K–1M—
$1–5M—
$5M+—

Geographic Focus

4 states

Wisconsin
$184K
82% of total
Michigan
$20K
9% of total
Minnesota
$20K
9% of total
Tennessee
$1K
0% of total

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