Nonprofit · EIN 75-2076387
PATRICK & BEATRICE HAGGERTY FOUNDATION
Tax-exempt · DALLAS, TX 75209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,554,699 | $1,183,318 | $371,381 | $16,197,907 | $0 | $16,197,907 |
| December 31, 2023 | 990-PF | $622,770 | $1,178,561 | -$555,791 | $14,704,672 | $0 | $14,704,672 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $577,205
- Net gain from sales of assets
- $977,494
Expenses
- Grants and similar amounts paid
- $1,072,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,082,012
- Excise tax on investment income
- $20,202
Balance sheet and other
- Total assets, start of year
- $14,704,672
- Total assets, end of year
- $16,197,907
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,197,907
- Fair market value of assets
- $25,799,555
- Qualifying distributions
- $1,082,012
- Net investment income
- $1,554,699
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK E HAGGERTY 4712 SHADYWOOD LANE, DALLAS, TX 75209 | CHAIRMAN/CEO | 1 | $0 |
| MICHAEL HAGGERTY 2003 LAKESHORE DRIVE, AUSTIN, TX 78746 | SECRETARY/TREASURER | 1 | $0 |
| PEGGY KELSEY 4712 SHADYWOOD LANE, DALLAS, TX 75209 | DIRECTOR | 1 | $0 |
| TERESA HAGGERTY PARRAVANO 6434 MIMOSA, DALLAS, TX 75230 | DIRECTOR | 1 | $0 |
| ROBERT MOOSEY 1409 10TH ST NW, WASHINGTON, DC 20001 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK E HAGGERTY 4712 SHADYWOOD LANE, DALLAS, TX 75209 | CHAIRMAN/CEO | 1 | $0 |
| MICHAEL HAGGERTY 2003 LAKESHORE DRIVE, AUSTIN, TX 78746 | SECRETARY/TREASURER | 1 | $0 |
| PEGGY KELSEY 4712 SHADYWOOD LANE, DALLAS, TX 75209 | DIRECTOR | 1 | $0 |
| TERESA HAGGERTY PARRAVANO 6434 MIMOSA, DALLAS, TX 75230 | DIRECTOR | 1 | $0 |
| ROBERT MOOSEY 1409 10TH ST NW, WASHINGTON, DC 20001 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4712 SHADYWOOD LN, DALLAS, TX 75209-2020
- Signed the 990-PF
- PATRICK HAGGERTY, CHAIRMAN
- Phone
- (214) 361-1921
- Return prepared by
- SAVILLE CPAS AND ADVISORS LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 75-2076387
- 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
- 1984
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $16,197,907
- Income (IRS master file)
- $6,874,076
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $622,770 | $1,178,561 | $14,704,672 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about PATRICK & BEATRICE HAGGERTY FOUNDATION
- What is the EIN of PATRICK & BEATRICE HAGGERTY FOUNDATION?
- The employer identification number (EIN) of PATRICK & BEATRICE HAGGERTY FOUNDATION is 75-2076387.
- Is PATRICK & BEATRICE HAGGERTY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to PATRICK & BEATRICE HAGGERTY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PATRICK & BEATRICE HAGGERTY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PATRICK & BEATRICE HAGGERTY 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 PATRICK & BEATRICE HAGGERTY 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 PATRICK & BEATRICE HAGGERTY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does PATRICK & BEATRICE HAGGERTY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,554,699, expenses of $1,183,318 and total assets of $16,197,907 at year end.
Other nonprofits in DALLAS
- BANKAMERICA GROUP BENEFITS PROGRAM TR EIN 95-7055654 · last filed 990 for 2024
- CHILDRENS HEALTH SYSTEM OF TEXAS EIN 75-0800628 · last filed 990 for 2024
- METHODIST HOSPITALS OF DALLAS EIN 75-0800661 · last filed 990 for 2025
- BAYLOR UNIVERSITY MEDICAL CENTER EIN 75-1837454 · last filed 990 for 2025
- AT&T VEBA TRUST EIN 43-1491162 · last filed 990 for 2024
- SCOTT & WHITE MEMORIAL HOSPITAL EIN 74-1166904 · last filed 990 for 2025
- BAYLOR SCOTT & WHITE HEALTH EIN 46-3131350 · last filed 990 for 2025
- HEALTHTEXAS PROVIDER NETWORK EIN 75-2536818 · last filed 990 for 2025