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Nonprofit · EIN 84-1354983

HALVERSON FOUNDATION

Tax-exempt · STEAMBOAT SPR, CO 80477

Financials

$57K$61K2023$100K$115K2024$512K$90K2025
Revenue Expenses · by fiscal year end
Financials of HALVERSON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$511,839$89,936$421,903$924,335$0$924,335
December 31, 2024990-PF$100,408$115,149-$14,741$502,432$0$502,432
December 31, 2023990-PF$57,451$61,192-$3,741$517,173$0$517,173
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$32,097
Net gain from sales of assets
$479,742

Expenses

Grants and similar amounts paid
$87,015
Disbursements for charitable purposes
$87,015
Excise tax on investment income
$7,120

Balance sheet and other

Total assets, start of year
$502,432
Total assets, end of year
$924,335
Total liabilities, end of year
$0
Net assets, end of year
$924,335
Fair market value of assets
$1,375,090
Qualifying distributions
$87,015
Net investment income
$512,196

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.

NameTitleHours / weekCompensation
ANNE HALVERSON
PO BOX 776162, STEAMBOAT SPRINGS, CO 80477
President0$0
NILS W HALVERSON
1905 BLUFF ST, BOULDER, CO 80304
Vice President0$0
M ANDERS HALVERSON
4081 S CHERRY ST, CHERRY HILLS VILLAGE, CO 80113
Vice President0$0
JON N HALVERSON
PO BOX 776162, STEAMBOAT SPRINGS, CO 80477
Treasurer0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
ANNE HALVERSON
PO BOX 776162, STEAMBOAT SPRINGS, CO 80477
President0$0
NILS W HALVERSON
1905 BLUFF ST, BOULDER, CO 80304
Vice President0$0
M ANDERS HALVERSON
4081 S CHERRY ST, CHERRY HILLS VILLAGE, CO 80113
Vice President0$0
JON N HALVERSON
PO BOX 776162, STEAMBOAT SPRINGS, CO 80477
Treasurer0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
ANNE HALVERSON
PO BOX 881695, STEAMBOAT SPRINGS, CO 80488
President0$0
NILS W HALVERSON
1905 BLUFF ST, BOULDER, CO 80304
Vice President0$0
M ANDERS HALVERSON
4081 S CHERRY ST, CHERRY HILLS VILLAGE, CO 80113
Vice President0$0
JON N HALVERSON
PO BOX 881695, STEAMBOAT SPRINGS, CO 80488
Treasurer0$0

Address and contacts

Address (IRS master file)
PO BOX 776162, STEAMBOAT SPR, CO 80477-6162
In care of
% ANNE G HALVERSON PRES
Signed the 990-PF
M ANDERS HALVERSON, Vice President
Phone
(970) 879-6497
Return prepared by
Emerald Mountain Tax & Consulting

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-1354983
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
1996
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$924,335
Income (IRS master file)
$822,097

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$511,839$89,936$924,335IRS
990-PFDecember 2024$100,408$115,149$502,432IRS
990-PFDecember 2023$57,451$61,192$517,173IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 84-1354983).

Questions about HALVERSON FOUNDATION

What is the EIN of HALVERSON FOUNDATION?
The employer identification number (EIN) of HALVERSON FOUNDATION is 84-1354983.
Is HALVERSON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to HALVERSON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HALVERSON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HALVERSON FOUNDATION 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 HALVERSON FOUNDATION 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 HALVERSON FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does HALVERSON FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $511,839, expenses of $89,936 and total assets of $924,335 at year end.

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