Nonprofit · EIN 46-1196443
HALSTEAD FAMILY FOUNDATION INC
Tax-exempt · ATLANTA, GA 30363
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $632,505 | $602,462 | $30,043 | $7,545,332 | $8,995 | $7,536,339 |
| December 31, 2023 | 990-PF | $424,582 | $569,536 | -$144,954 | $7,515,279 | $8,983 | $7,506,296 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $267,502
- Interest
- $5,891
- Net gain from sales of assets
- $359,112
Expenses
- Grants and similar amounts paid
- $325,000
- Compensation of officers, directors and key employees
- $148,968
- Disbursements for charitable purposes
- $455,429
- Excise tax on investment income
- $6,748
Balance sheet and other
- Total assets, start of year
- $7,515,279
- Total assets, end of year
- $7,545,332
- Total liabilities, end of year
- $8,995
- Net assets, end of year
- $7,536,339
- Fair market value of assets
- $9,443,282
- Qualifying distributions
- $455,429
- Net investment income
- $632,504
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK KLESIUS 271 17TH ST NW STE 2100, ATLANTA, GA 30363 | BOARD MEMBER | 0 | $47,868 |
| DAWN BERGFORD 271 17TH ST NW STE 2100, ATLANTA, GA 30363 | BOARD MEMBER | 0 | $25,275 |
| ELAINE KLESIUS 271 17TH ST NW STE 2100, ATLANTA, GA 30363 | BOARD MEMBER | 0 | $25,275 |
| JEFF BERGFORD 271 17TH ST NW STE 2100, ATLANTA, GA 30363 | BOARD MEMBER | 0 | $25,275 |
| STEPHEN KLESIUS 271 17TH ST NW STE 2100, ATLANTA, GA 30363 | BOARD MEMBER | 0 | $25,275 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK KLESIUS 271 17TH ST NW STE 2100, ATLANTA, GA 30363 | BOARD MEMBER | 0 | $46,982 |
| DAWN BERGFORD 271 17TH ST NW STE 2100, ATLANTA, GA 30363 | BOARD MEMBER | 0 | $24,807 |
| ELAINE KLESIUS 271 17TH ST NW STE 2100, ATLANTA, GA 30363 | BOARD MEMBER | 0 | $24,807 |
| JEFF BERGFORD 271 17TH ST NW STE 2100, ATLANTA, GA 30363 | BOARD MEMBER | 0 | $24,807 |
| STEPHEN KLESIUS 271 17TH ST NW STE 2100, ATLANTA, GA 30363 | BOARD MEMBER | 0 | $24,807 |
| WINSTON TUCKER 271 17TH ST NW STE 2100, ATLANTA, GA 30363 | BOARD MEMBER | 0 | $3,040 |
Address and contacts
- Address (IRS master file)
- 271 17TH ST NW STE 2100, ATLANTA, GA 30363-6213
- In care of
- % SMITH HOWARD ADVISORY LLC
- Signed the 990-PF
- Patrick Klesius, OFFICER
- Phone
- (917) 280-6121
- Return prepared by
- SMITH & HOWARD ADVISORY 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 | Not 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
- 46-1196443
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $7,545,332
- Income (IRS master file)
- $2,238,952
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $632,505 | $602,462 | $7,545,332 | XML |
| 990-PF | December 2023 | $424,582 | $569,536 | $7,515,279 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 46-1196443).
Questions about HALSTEAD FAMILY FOUNDATION INC
- What is the EIN of HALSTEAD FAMILY FOUNDATION INC?
- The employer identification number (EIN) of HALSTEAD FAMILY FOUNDATION INC is 46-1196443.
- Is HALSTEAD FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to HALSTEAD FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HALSTEAD FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HALSTEAD FAMILY FOUNDATION INC 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 HALSTEAD FAMILY FOUNDATION INC 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 HALSTEAD FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $47,868 (PATRICK KLESIUS, BOARD MEMBER).
- How much revenue does HALSTEAD FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $632,505, expenses of $602,462 and total assets of $7,545,332 at year end.
Other nonprofits in ATLANTA
- LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW EIN 23-7282939 · last filed 990 for 2025
- ROBERT W WOODRUFF FOUNDATION INC EIN 58-1695425 · last filed 990-PF for 2025
- THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC EIN 58-1344646 · last filed 990 for 2024
- THE ARTHUR M BLANK FAMILY FOUNDATION EIN 38-3983213 · last filed 990-PF for 2024
- LETTIE PATE WHITEHEAD FOUNDATION INC EIN 58-6012629 · last filed 990 for 2024
- FORWARD AMERICA INC EIN 33-1273009 · last filed 990 for 2024
- JOHN BULOW CAMPBELL FOUNDATION EIN 58-0566149 · last filed 990-PF for 2024
- UNITED WAY OF GREATER ATLANTA INC EIN 58-0566194 · last filed 990 for 2025
All nonprofits in ATLANTA · Georgia · Philanthropy, voluntarism and grantmaking foundations