Nonprofit · EIN 13-7294838
GWENDOLYN HALSY-ALBERTSON PRIVATE FOUNDATION TR
Also known as ERWIN JOHN S ETAL TTEE
Tax-exempt · GREENPORT, NY 11944
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $124,309 | $226,775 | -$102,466 | $445,447 | $0 | $445,447 |
| December 31, 2024 | 990-PF | $71,407 | $25,025 | $46,382 | $547,913 | $0 | $547,913 |
| December 31, 2023 | 990-PF | $12,261 | $34,820 | -$22,559 | $501,531 | $0 | $501,531 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $21,103
- Net gain from sales of assets
- $103,206
Expenses
- Grants and similar amounts paid
- $214,063
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $215,538
- Excise tax on investment income
- $1,593
Balance sheet and other
- Total assets, start of year
- $547,913
- Total assets, end of year
- $445,447
- Total liabilities, end of year
- $0
- Net assets, end of year
- $445,447
- Fair market value of assets
- $445,400
- Qualifying distributions
- $215,538
- Net investment income
- $124,165
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY GWEN TYDA 48 CARDINAL LANE, GREENPORT, NY 11944 | TRUSTEE | 0 | $0 |
| JANE HALSEY 258 HALSEY LANE, WATER MILL, NY 11976 | TRUSTEE | 0 | $0 |
| SUSAN HALSEY-SWANSON PO BOX 6, SAGAPONACK, NY 11962 | TRUSTEE | 0 | $0 |
| JOHN S ERWIN 885 THIRD AVE 16TH FL, NEW YORK, NY 10022 | TRUSTEE | 0 | $0 |
| BENJAMIN LEVINE 5 GABLES BLVD, SETAUKET EAST SETAUKET, NY 11733 | TRUSTEE | 0 | $0 |
| GEOFFREY LEVINE 200 BROOKLYN AVE, SAN JOSE, CA 95128 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY GWEN TYDA 103 IVEY LANE, FLAT ROCK, NC 28731 | TRUSTEE | 0 | $0 |
| JANE HALSEY 258 HALSEY LANE, WATER MILL, NY 11976 | TRUSTEE | 0 | $0 |
| SUSAN HALSEY-SWANSON PO BOX 6, SAGAPONACK, NY 11962 | TRUSTEE | 0 | $0 |
| JOHN S ERWIN 885 THIRD AVE 16TH FL, NEW YORK, NY 10022 | TRUSTEE | 0 | $0 |
| BENJAMIN LEVINE 1017 WHITTIER DR, EAST LANSING, MI 48823 | TRUSTEE | 0 | $0 |
| GEOFFREY LEVINE 200 BROOKLYN AVE, SAN JOSE, CA 95128 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY GWEN TYDA 103 IVEY LANE, FLAT ROCK, NC 28731 | TRUSTEE | 0 | $0 |
| JANE HALSEY 258 HALSEY LANE, WATER MILL, NY 11976 | TRUSTEE | 0 | $0 |
| SUSAN HALSEY-SWANSON PO BOX 6, SAGAPONACK, NY 11962 | TRUSTEE | 0 | $0 |
| JOHN S ERWIN 885 THIRD AVE 16TH FL, NEW YORK, NY 10022 | TRUSTEE | 0 | $0 |
| BENJAMIN LEVINE 1017 WHITTIER DR, EAST LANSING, MI 48823 | TRUSTEE | 0 | $0 |
| GEOFFREY LEVINE 200 BROOKLYN AVE, SAN JOSE, CA 95128 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 48 CARDINAL LN, GREENPORT, NY 11944-3102
- In care of
- % HILL ULLMAN & ERWIN LLP
- Signed the 990-PF
- MARY GWEN TYDA, OFFICER
- Phone
- (631) 272-8829
- Return prepared by
- CBIZ ADVISORS 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-7294838
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $445,447
- Income (IRS master file)
- $777,265
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $124,309 | $226,775 | $445,447 | IRS |
| 990-PF | December 2024 | $71,407 | $25,025 | $547,913 | IRS |
| 990-PF | December 2023 | $12,261 | $34,820 | $501,531 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 13-7294838).
Questions about GWENDOLYN HALSY-ALBERTSON PRIVATE FOUNDATION TR
- What is the EIN of GWENDOLYN HALSY-ALBERTSON PRIVATE FOUNDATION TR?
- The employer identification number (EIN) of GWENDOLYN HALSY-ALBERTSON PRIVATE FOUNDATION TR is 13-7294838.
- Is GWENDOLYN HALSY-ALBERTSON PRIVATE FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to GWENDOLYN HALSY-ALBERTSON PRIVATE FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GWENDOLYN HALSY-ALBERTSON PRIVATE FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GWENDOLYN HALSY-ALBERTSON PRIVATE FOUNDATION TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GWENDOLYN HALSY-ALBERTSON PRIVATE FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of GWENDOLYN HALSY-ALBERTSON PRIVATE FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does GWENDOLYN HALSY-ALBERTSON PRIVATE FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $124,309, expenses of $226,775 and total assets of $445,447 at year end.
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