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Nonprofit · EIN 30-6060775

HALIS FAMILY FOUNDATION

Also known as HALIS JEFFREY TTEE

Tax-exempt · NEW YORK, NY 10155

Financials

$9.9M$4.1M2023$9.7M$3.2M2024
Revenue Expenses · by fiscal year end
Financials of HALIS FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$9,710,152$3,196,935$6,513,217$64,703,034$11,068$64,691,966
December 31, 2023990-PF$9,945,060$4,124,476$5,820,584$60,339,439$0$60,339,439
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,178,680
Dividends
$1,910,279
Net gain from sales of assets
$5,533,178
Other income
$88,015

Expenses

Grants and similar amounts paid
$2,400,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,453,689
Excise tax on investment income
$94,533

Balance sheet and other

Total assets, start of year
$60,339,439
Total assets, end of year
$64,703,034
Total liabilities, end of year
$11,068
Net assets, end of year
$64,691,966
Fair market value of assets
$74,053,391
Qualifying distributions
$2,453,689
Net investment income
$7,502,785

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
JEFFREY HALIS
150 EAST 58TH STREET-14TH FLR, NEW YORK, NY 10155
TRUSTEE2$0
NANCY HALIS
150 EAST 58TH STREET-14TH FLR, NEW YORK, NY 10155
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JEFFREY HALIS
150 EAST 58TH STREET-14TH FLR, NEW YORK, NY 10155
TRUSTEE2$0
NANCY HALIS
150 EAST 58TH STREET-14TH FLR, NEW YORK, NY 10155
TRUSTEE2$0

Address and contacts

Address (IRS master file)
150 EAST 58TH STREET-14TH FLR, NEW YORK, NY 10155-0002
In care of
% HALIS FAMILY FOUNDATION
Signed the 990-PF
JEFFREY HALIS, JEFFREY HALIS
Phone
(212) 446-2466
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
30-6060775
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
Assets (IRS master file)
$64,703,034
Income (IRS master file)
$15,505,995

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$9,945,060$4,124,476$60,339,439IRS
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about HALIS FAMILY FOUNDATION

What is the EIN of HALIS FAMILY FOUNDATION?
The employer identification number (EIN) of HALIS FAMILY FOUNDATION is 30-6060775.
Is HALIS FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to HALIS FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HALIS FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HALIS FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HALIS FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of HALIS FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does HALIS FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,710,152, expenses of $3,196,935 and total assets of $64,703,034 at year end.

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