Nonprofit · EIN 01-0767254
HALVERSTADT FAMILY FOUNDATION
Tax-exempt · LISBON, OH 44432
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,400 | $1,982 | -$582 | $6,253 | $0 | $6,253 |
| June 30, 2024 | 990-PF | $1,425 | $228 | $1,197 | $6,835 | $0 | $6,835 |
| June 30, 2023 | 990-PF | $900 | $596 | $304 | $5,638 | $0 | $5,638 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,400
Expenses
- Grants and similar amounts paid
- $0
Balance sheet and other
- Total assets, start of year
- $6,835
- Total assets, end of year
- $6,253
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,253
- Fair market value of assets
- $6,255
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELLEY TARLETON 73 LAND FALL LOOP, SOUTHERN SHORES, NC 27949 | TREASURER | 1 | $0 |
| SCOTT HANNA 2300 MCBEE STREET, AUSTIN, TX 787235539 | PRESIDENT | 1 | $0 |
| STEPHANIE HALVERSTADT 132 SOUTH VINE ST, LISBON, OH 44432 | TRUSTEE | 1 | $0 |
| CHERYL DAILEY 1070 E NINTH ST, SALEM, OH 44460 | TRUSTEE | 1 | $0 |
| BARBARA PAGE 4711 HIGHWOOD DRIVE, FORT WAYNE, IN 46815 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELLEY TARLETON 73 LAND FALL LOOP, SOUTHERN SHORES, NC 27949 | TREASURER | 0.25 | $0 |
| SCOTT HANNA 2300 MCBEE STREET, AUSTIN, TX 787235539 | PRESIDENT | 0.25 | $0 |
| KIM HALVERSTADT 132 SOUTH VINE ST, LISBON, OH 44432 | TRUSTEE | 0.25 | $0 |
| CHERYL DAILY 1070 E NINTH ST, SALEM, OH 44460 | TRUSTEE | 0.25 | $0 |
| BARBARA PAGE 4711 HIGHWOOD DRIVE, FORT WAYNE, IN 46815 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA GREENISEN 1460 MARTIN WAY, 1460 MARTIN WAY, BEAVERCREEK, OH 45434 | TREASURER | 0 | $0 |
| SHELLEY TARLETON 73 LAND FALL LOOP, SOUTHERN SHORES, NC 27949 | PRESIDENT | 0 | $0 |
| SCOTT HANNA 2300 MCBEE STREET, AUSTIN, TX 787235539 | TRUSTEE | 0 | $0 |
| KIM HALVERSTADT 132 SOUTH VINE ST, LISBON, OH 44432 | TRUSTEE | 0 | $0 |
| MARSHA BERGER 1088 EAST NINTH ST, SALEM, OH 44460 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 132 S VINE ST, LISBON, OH 44432-1412
- In care of
- % RAYMOND T GRIFFIN
- Signed the 990-PF
- SHELLEY TARLETON, TREASURER
- Phone
- (937) 671-2058
- Return prepared by
- D T MOORE AND COMPANY 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 01-0767254
- 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
- 2005
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $6,253
- Income (IRS master file)
- $1,400
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,400 | $1,982 | $6,253 | XML |
| 990-PF | June 2024 | $1,425 | $228 | $6,835 | XML |
| 990-PF | June 2023 | $900 | $596 | $5,638 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | 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 01-0767254).
Questions about HALVERSTADT FAMILY FOUNDATION
- What is the EIN of HALVERSTADT FAMILY FOUNDATION?
- The employer identification number (EIN) of HALVERSTADT FAMILY FOUNDATION is 01-0767254.
- Is HALVERSTADT FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to HALVERSTADT FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HALVERSTADT FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HALVERSTADT FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HALVERSTADT FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of HALVERSTADT FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does HALVERSTADT FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,400, expenses of $1,982 and total assets of $6,253 at year end.
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