The Halvorson Family Fund
- Assets
- $0.0
- Revenue
- $105.0k
- Investments
- $0.0
- Employees
- 0
- Location
- Sag Harbor, NY
- Founding
- 04/2010
- Data as of
- 12/2019
- EIN
- 26-3768825
Organization Overview
The Halvorson Family Fund is located in Sag Harbor, NY. The organization was established in 2010. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Halvorson Family Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2019, Halvorson Family Fund generated $105.0k in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 15.0% each year . All expenses for the organization totaled $67.7k during the year ending 12/2019. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Haley Ann Halvorson Treasurer /secretary | 2 | $0 | |
Janet G Halvorson President | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $148 |
| Total Revenue | $105,001 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Pension plans, employee benefits | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $191 |
| Contributions, gifts, grants paid | $67,550 |
| Total expenses and disbursements | $67,741 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,035,529 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Other assets | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
Grants Awarded
Over the last fiscal year, The Halvorson Family Fund has awarded $61,500 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
PARK AVENUE ARMORY PURPOSE: TO HELP ORGANIZATION FULFILL ITS CHARITABLE PURPOSE | $30,000 |
Tacoma, WA PURPOSE: TO HELP ORGANIZATION FULFULL ITS CHARITABLE PURPOSE | $20,000 |
Portland, OR PURPOSE: TO HELP ORGANIZATION FULFILL ITS CHARITBLE PURPOSE | $7,500 |
Westerly, RI PURPOSE: TO HELP ORGANIZATION FULFILL ITS CHARITBLE PURPOSE | $2,000 |
WATCH HILL CHAPEL PURPOSE: TO HELP ORGANIZATION FULFILL ITS EXEMPT FUNCTION | $2,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Healthcare Foundation Of New Jersey Inc Millburn, NJ | $201,281,752 | $11,925,991 |
Tr Ua 06162003 New York, NY | $24,153,189 | $17,543,623 |
Linlundh Foundation Huntingdon Valley, PA | $26,974,319 | $5,576,892 |
Hamilton Family Charitable Trust Wayne, PA | $141,914,105 | $43,786,350 |
Daniel B And Florence E Green Foundation Conshohocken, PA | $179,390,509 | $18,946,870 |
Price Family Foundation Inc New York, NY | $4,922,654 | $6,599,359 |
Seed The Dream Foundation Gladwyne, PA | $47,208,358 | $1,088,502 |
Hunt Street Fund Inc Needham, MA | $102,244,956 | $9,516,120 |
Virginia B Toulmin Charitable Foundation Iii 20-102080246164 New York, NY | $0 | $3,507,979 |
Foundation For Excellence In Higher Education Inc Princeton, NJ | $10,905,740 | $10,645,198 |
Margaret A Nagel Tr Uw Art 2 Jericho, NY | $960,283 | $58,879 |
James L Vincent Foundation Boston, MA | $11,098,257 | $1,513,039 |