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Nonprofit · EIN 56-1591985

D F HALTON FOUNDATION INC

Tax-exempt · LONGMONT, CO 80501

Financials

$1.8M$1.4M2022$286K$756K2023$348K$402K2024
Revenue Expenses · by fiscal year end
Financials of D F HALTON FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$348,032$402,172-$54,140$6,526,049$0$6,526,049
December 31, 2023990-PF (amended)$285,741$756,025-$470,284$6,264,595$0$6,264,595
December 31, 2022990-PF (amended)$1,793,458$1,350,307$443,151$6,177,841$0$6,177,841
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$166,118
Interest
$86
Net gain from sales of assets
$181,828

Expenses

Grants and similar amounts paid
$400,000
Disbursements for charitable purposes
$400,000
Excise tax on investment income
$4,838

Balance sheet and other

Total assets, start of year
$6,264,595
Total assets, end of year
$6,526,049
Total liabilities, end of year
$0
Net assets, end of year
$6,526,049
Fair market value of assets
$6,526,049
Qualifying distributions
$400,000
Net investment income
$348,032

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
JENNIFER BRAUN
1038 WOODGATE COURT, LONGMONT, CO 80501
CHAIR SEC0.5$0
JENNIFER NICHOLS
91 HUBBARD, BELMONT, NC 28012
TREASURER0.5$0
CAROL PEGG
1805 REDHEAD RD, MONCKS CORNER, SC 29461
VICE-CHAIR0.5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BARKSDALE F HALTON
1530 QUEENS ROAD, CHARLOTTE, NC 28207
PRESIDENT0.5$0
FRED A WAGNER III
1530 QUEENS ROAD, CHARLOTTE, NC 28207
VICE-PRESIDENT0.5$0
JENNIFER ELIZABETH BRAUN
1038 WOODGATE COURT, LONGMONT, CO 80501
DIRECTOR0.5$0
JENNIFER NICHOLS
1038 WOODGATE COURT, LONGMONT, CO 80501
DIRECTOR0.5$0
990-PF for the year ended December 31, 2022: 4 people
NameTitleHours / weekCompensation
BARKSDALE F HALTON
1530 QUEENS ROAD, CHARLOTTE, NC 28207
PRESIDENT0.5$0
FRED A WAGNER III
1530 QUEENS ROAD, CHARLOTTE, NC 28207
VICE-PRESIDENT0.5$0
JENNIFER ELIZABETH BRAUN
1038 WOODGATE COURT, LONGMONT, CO 80501
DIRECTOR0.5$0
JENNIFER NICHOLS
91 HUBBARD, BELMONT, NC 28012
DIRECTOR0.5$0

Address and contacts

Address (IRS master file)
1038 WOODGATE CT, LONGMONT, CO 80501-8812
Signed the 990-PF
JENNIFER BRAUN, DIRECTOR
Phone
(303) 588-1663
Return prepared by
CHRISTOPHER B WYRICK CPA 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
56-1591985
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
1988
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,526,049
Income (IRS master file)
$716,171

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$348,032$402,172$6,526,049XML
990-PFDecember 2023$285,741$756,025$6,264,595IRS
990-PFDecember 2022$1,793,458$1,350,307$6,177,841XML
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 56-1591985).

Questions about D F HALTON FOUNDATION INC

What is the EIN of D F HALTON FOUNDATION INC?
The employer identification number (EIN) of D F HALTON FOUNDATION INC is 56-1591985.
Is D F HALTON FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to D F HALTON FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does D F HALTON FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of D F HALTON 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 D F HALTON 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 D F HALTON FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does D F HALTON FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $348,032, expenses of $402,172 and total assets of $6,526,049 at year end.

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