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Hailey Family Foundation Trust Agmt Dtd October 31 2016 is a private trust based in BRENTWOOD, TN. The foundation received its IRS ruling in 2018. The principal officer is James C Hailey Jr. It holds total assets of $8.9M. Annual income is reported at $8M. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. According to available records, Hailey Family Foundation Trust Agmt Dtd October 31 2016 has made 4 grants totaling $1.7M, with a median grant of $405K. Annual giving has grown from $361K in 2020 to $560K in 2023. Individual grants have ranged from $357K to $560K, with an average award of $432K. The foundation has supported 2 unique organizations. Grants have been distributed to organizations in Tennessee and Ohio. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Hailey Family Foundation Trust Agmt Dtd October 31 2016 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in TN, OH.
Hailey Family Foundation Trust Agmt Dtd October 31 2016 has distributed a total of $1.7M across 4 grants. The median grant size is $405K, with an average of $432K. Individual grants have ranged from $357K to $560K.
Hailey Family Foundation Trust Agmt Dtd October 31 2016 typically selects its grantees rather than accepting unsolicited proposals. None, primary purpose is to help charitable organizations in southeast u.s.
Hailey Family Foundation Trust Agmt Dtd October 31 2016 is headquartered in BRENTWOOD, TN. While based in TN, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Karen A Hailey | ADVISORY | $0 | $0 | N/A |
| James C Hailey | TRUSTEE | $0 | $0 | N/A |
| Eric M Hailey | ADVISORY | $0 | $0 | N/A |
Total Giving
$638K
Total Assets
$7.1M
Fair Market Value
$8.6M
Net Worth
$7.1M
Grants Paid
$560K
Contributions
$1.1M
Net Investment Income
$50K
Distribution Amount
$372K
Total: $6.9M
Total Grants
4
Total Giving
$1.7M
Average Grant
$432K
Median Grant
$405K
Unique Recipients
2
Most Common Grant
$357K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| List AttachedGENERAL SUPPORT | Brentwood, TN | $560K | 2023 |
| See Attached ListGENERAL SUPPORT | Cincinnati, OH | $361K | 2020 |
UNION CITY, TN
CHATTANOOGA, TN
NASHVILLE, TN