Nonprofit · EIN 06-1603158
HALVORSEN FAMILY FOUNDATION
Tax-exempt · STAMFORD, CT 06901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $35,169,177 | $34,534,700 | $634,477 | $365,424,634 | $0 | $365,424,634 |
| November 30, 2024 | 990-PF | $21,439,948 | $21,087,352 | $352,596 | $322,046,466 | $0 | $322,046,466 |
| November 30, 2023 | 990-PF | $15,475,263 | $14,608,500 | $866,763 | $265,562,093 | $380,000 | $265,182,093 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $34,511,225
- Dividends
- $1,446
- Interest
- $3,604
- Net gain from sales of assets
- $652,820
- Other income
- $82
Expenses
- Grants and similar amounts paid
- $34,502,270
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $34,512,815
- Excise tax on investment income
- $8,980
Balance sheet and other
- Total assets, start of year
- $322,046,466
- Total assets, end of year
- $365,424,634
- Total liabilities, end of year
- $0
- Net assets, end of year
- $365,424,634
- Fair market value of assets
- $365,424,634
- Qualifying distributions
- $34,512,815
- Net investment income
- $657,952
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OLE ANDREAS HALVORSEN 53 CONTENTMENT ISLAND ROAD, DARIEN, CT 06820 | TRUSTEE | 0.3 | $0 |
| DIANE K HALVORSEN 53 CONTENTMENT ISLAND ROAD, DARIEN, CT 06820 | TRUSTEE | 0.3 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OLE ANDREAS HALVORSEN 53 CONTENTMENT ISLAND ROAD, DARIEN, CT 06820 | TRUSTEE | 0.3 | $0 |
| DIANE K HALVORSEN 53 CONTENTMENT ISLAND ROAD, DARIEN, CT 06820 | TRUSTEE | 0.3 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OLE ANDREAS HALVORSEN 53 CONTENTMENT ISLAND ROAD, DARIEN, CT 06820 | TRUSTEE | 0.3 | $0 |
| DIANE K HALVORSEN 53 CONTENTMENT ISLAND ROAD, DARIEN, CT 06820 | TRUSTEE | 0.3 | $0 |
Address and contacts
- Address (IRS master file)
- VIKING 600 WASHINGTON BLVD 11TH F, STAMFORD, CT 06901-0000
- In care of
- % OLE ANDREAS HALVORSEN
- Signed the 990-PF
- OLE ANDREAS HALVORSEN, TRUSTEE
- Phone
- (203) 863-5048
- Return prepared by
- ANDERSEN TAX 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-1603158
- 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
- 2002
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $365,424,634
- Income (IRS master file)
- $35,172,961
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $35,169,177 | $34,534,700 | $365,424,634 | XML |
| 990-PF | November 2024 | $21,439,948 | $21,087,352 | $322,046,466 | XML |
| 990-PF | November 2023 | $15,475,263 | $14,608,500 | $265,562,093 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 06-1603158).
Questions about HALVORSEN FAMILY FOUNDATION
- What is the EIN of HALVORSEN FAMILY FOUNDATION?
- The employer identification number (EIN) of HALVORSEN FAMILY FOUNDATION is 06-1603158.
- Is HALVORSEN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to HALVORSEN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HALVORSEN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HALVORSEN FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HALVORSEN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of HALVORSEN FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does HALVORSEN FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $35,169,177, expenses of $34,534,700 and total assets of $365,424,634 at year end.
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All nonprofits in STAMFORD · Connecticut · Philanthropy, voluntarism and grantmaking foundations