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Nonprofit · EIN 41-1854247

HAGGERTY FAMILY FOUNDATION

Tax-exempt · MINNEAPOLIS, MN 55402

Financials

$1.3M$2.8M2023$2.4M$3.4M2024
Revenue Expenses · by fiscal year end
Financials of HAGGERTY FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,407,800$3,360,197-$952,397$45,595,358$0$45,595,358
December 31, 2023990-PF$1,280,479$2,767,451-$1,486,972$46,084,877$0$46,084,877
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$932,165
Net gain from sales of assets
$1,346,112
Other income
$129,523

Expenses

Grants and similar amounts paid
$3,036,300
Disbursements for charitable purposes
$3,046,507
Excise tax on investment income
$29,213

Balance sheet and other

Total assets, start of year
$46,084,877
Total assets, end of year
$45,595,358
Total liabilities, end of year
$0
Net assets, end of year
$45,595,358
Fair market value of assets
$55,149,212
Qualifying distributions
$3,046,507
Net investment income
$2,396,025

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
RUTH HAGGERTY
90 SOUTH SEVENTH STREET, MINNEAPOLIS, MN 554023903
PRESIDENT1$0
JOHN HAGGERTY
90 SOUTH SEVENTH STREET, MINNEAPOLIS, MN 554023903
VICE PRESIDENT1$0
MAUREEN MISCHINSKI
90 SOUTH SEVENTH STREET, MINNEAPOLIS, MN 554023903
VICE PRESIDENT1$0
KATHLEEN MALONE
90 SOUTH SEVENTH STREET, MINNEAPOLIS, MN 554023903
VICE PRESIDENT1$0
LAURIE RIVARD
90 SOUTH SEVENTH STREET, MINNEAPOLIS, MN 554023903
SECRETARY/TREASURER1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
RUTH HAGGERTY
90 SOUTH SEVENTH STREET, MINNEAPOLIS, MN 554023903
PRESIDENT1$0
JOHN HAGGERTY
90 SOUTH SEVENTH STREET, MINNEAPOLIS, MN 554023903
VICE PRESIDENT1$0
MAUREEN MISCHINSKI
90 SOUTH SEVENTH STREET, MINNEAPOLIS, MN 554023903
VICE PRESIDENT1$0
KATHLEEN MALONE
90 SOUTH SEVENTH STREET, MINNEAPOLIS, MN 554023903
VICE PRESIDENT1$0
LAURIE RIVARD
90 SOUTH SEVENTH STREET, MINNEAPOLIS, MN 554023903
SECRETARY/TREASURER1$0

Address and contacts

Address (IRS master file)
90 SOUTH SEVENTH STREET MAC N9305-, MINNEAPOLIS, MN 55402-0000
In care of
% DANIEL HAGGERTY
Signed the 990-PF
-, TRUSTEE
Phone
(888) 730-4933
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
41-1854247
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
December
Files
Form 990-PF
Assets (IRS master file)
$45,595,358
Income (IRS master file)
$9,333,153

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,407,800$3,360,197$45,595,358IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$1,280,479$2,767,451$46,084,877XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––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 41-1854247).

Questions about HAGGERTY FAMILY FOUNDATION

What is the EIN of HAGGERTY FAMILY FOUNDATION?
The employer identification number (EIN) of HAGGERTY FAMILY FOUNDATION is 41-1854247.
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 December 31, 2025) is due May 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 December 2024.
Who are the officers and directors of HAGGERTY FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does HAGGERTY FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,407,800, expenses of $3,360,197 and total assets of $45,595,358 at year end.

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