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Harman Family Charitable Trust is a private trust based in SAINT LOUIS, MO. The foundation received its IRS ruling in 2021. The principal officer is Al Sergiacomi. It holds total assets of $13.2M. Annual income is reported at $10.2M. Total assets have grown from $2.1M in 2019 to $12.4M in 2023. The foundation is governed by 6 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Iowa and Wisconsin. According to available records, Harman Family Charitable Trust has made 39 grants totaling $1M, with a median grant of $10K. Annual giving has grown from $60K in 2020 to $578K in 2023. Individual grants have ranged from $3K to $227K, with an average award of $27K. The foundation has supported 23 unique organizations. Grants have been distributed to organizations in Iowa and Wisconsin and Tennessee. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$5K
Average Grant
$10K
Largest Grant
$25K
Based on 6 grants from the most recent 990-PF filing.
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.
Harman Family Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 39 grants. Its grantmaking reaches organizations primarily in IA, WI, TN.
Harman Family Charitable Trust has distributed a total of $1M across 39 grants. The median grant size is $10K, with an average of $27K. Individual grants have ranged from $3K to $227K.
Harman Family Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Harman Family Charitable Trust is headquartered in SAINT LOUIS, MO. While based in MO, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wells Fargo Bank N A | TRUSTEE | $58K | $0 | $58K |
| Jayne K Hintz | GRANT COMMITTE MEMBER | $0 | $0 | N/A |
| John J Burns | GRANT COMMITTE MEMBER | $0 | $0 | N/A |
| David Buck | GRANT COMMITTE MEMBER | $0 | $0 | N/A |
| Theresa E Hoffman | GRANT COMMITTE MEMBER | $0 | $0 | N/A |
| James R Harman | GRANT COMMITTE MEMBER | $0 | $0 | N/A |
Total Giving
$676K
Total Assets
$12.4M
Fair Market Value
$15.3M
Net Worth
$12.4M
Grants Paid
$578K
Contributions
$2M
Net Investment Income
$238K
Distribution Amount
$668K
Total: $7.2M
Total Grants
39
Total Giving
$1M
Average Grant
$27K
Median Grant
$10K
Unique Recipients
23
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| City Of LowdenGENERAL OPERATING | Lowden, IA | $227K | 2023 |
| University Of Northern Iowa FoundationGENERAL OPERATING | Cedar Falls, IA | $125K | 2023 |
| Friendship Village FoundationGENERAL OPERATING | Waterloo, IA | $100K | 2023 |
| North Iowa Cultural Center And MuseumGENERAL OPERATING | Clear Lake, IA | $50K | 2023 |
| Allen CollegeGENERAL OPERATING | Waterloo, IA | $25K | 2023 |
| Iowa State University FoundationGENERAL OPERATING | Ames, IA | $25K | 2023 |
| Clear Lake Arts CouncilGENERAL OPERATING | Clear Lake, IA | $10K | 2023 |
| North Cedar Community School District FoGENERAL OPERATING | Clarence, IA | $9K | 2023 |
| Gcfa United Methodist ChruchGENERAL OPERATING | Nashville, TN | $3K | 2023 |
| Clear Lake Community School DistrictGENERAL OPERATING | Clear Lake, IA | $3K | 2023 |
| Memorial Foundation Of Allen HospitalGENERAL OPERATING | Waterloo, IA | $50K | 2022 |
| City Of Clear LakeGENERAL OPERATING | Clear Lake, IA | $50K | 2022 |
| Lowden EmsGENERAL OPERATING | Lowden, IA | $45K | 2022 |
| Lions Clubs International FoundationGENERAL OPERATING | Lake Tomahawk, WI | $40K | 2022 |
| Clear Lake Fire DepartmentGENERAL OPERATING | Iowa, IA | $25K | 2022 |
| Iowa Natural Heritage FoundationGENERAL OPERATING | Des Moines, IA | $10K | 2022 |
| Cedar County Law Enforcement CenterGENERAL OPERATING | Tipton, IA | $9K | 2022 |
| Lowden Public LibraryGENERAL OPERATING | Lowden, IA | $5K | 2022 |
| Wheatland Emergency Medical Service IncGENERAL OPERATING | Wheatland, IA | $5K | 2022 |
| Clear Lake School DistrictGENERAL OPERATING | Clear Lake, WI | $3K | 2022 |
| Clear Lake United Methodist ChurchGENERAL OPERATING | Clear Lake, WI | $20K | 2021 |
| Make-A-Wish Foundation Of IowaGENERAL SUPPORT | Urbandale, IA | $15K | 2021 |
| Hawkeye Area Community Action Program InGENERAL OPERATING | Hiawatha, IA | $5K | 2021 |