Nonprofit · EIN 20-3898148
HALBROOK FAMILY FOUNDATION
Tax-exempt · ST AUGUSTINE, FL 32080
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,223,809 | $1,336,405 | -$112,596 | $7,263,467 | $0 | $7,263,467 |
| June 30, 2024 | 990-PF | $1,760,252 | $870,735 | $889,517 | $7,376,063 | $0 | $7,376,063 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $175,000
- Dividends
- $181,101
- Interest
- $3,264
- Net gain from sales of assets
- $864,444
Expenses
- Grants and similar amounts paid
- $1,312,157
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,312,157
- Excise tax on investment income
- $14,516
Balance sheet and other
- Total assets, start of year
- $7,376,063
- Total assets, end of year
- $7,263,467
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,263,467
- Fair market value of assets
- $41,291,755
- Qualifying distributions
- $1,312,157
- Net investment income
- $1,046,459
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN A HALBROOK 542 RIDGEWAY ROAD, ST AUGUSTINE, FL 32080 | TRUSTEE | 1 | $0 |
| BENITA K HALBROOK 542 RIDGEWAY ROAD, ST AUGUSTINE, FL 32080 | TRUSTEE | 1 | $0 |
| NATHAN HALBROOK 542 RIDGEWAY ROAD, ST AUGUSTINE, FL 32080 | TRUSTEE | 1 | $0 |
| JENNIFER STEVENSON 542 RIDGEWAY ROAD, ST AUGUSTINE, FL 32080 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN A HALBROOK 542 RIDGEWAY ROAD, ST AUGUSTINE, FL 32080 | TRUSTEE | 1 | $0 |
| BENITA K HALBROOK 542 RIDGEWAY ROAD, ST AUGUSTINE, FL 32080 | TRUSTEE | 1 | $0 |
| NATHAN HALBROOK 542 RIDGEWAY ROAD, ST AUGUSTINE, FL 32080 | TRUSTEE | 1 | $0 |
| JENNIFER STEVENSON 542 RIDGEWAY ROAD, ST AUGUSTINE, FL 32080 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 542 RIDGEWAY RD, ST AUGUSTINE, FL 32080-0079
- In care of
- % JOHN A HALBROOK
- Signed the 990-PF
- JOHN A HALBROOK, TRUSTEE
- Phone
- (815) 985-3426
- Return prepared by
- EMBERSON & BERGSTROM LTD
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3898148
- 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
- 2006
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $7,263,467
- Income (IRS master file)
- $1,386,424
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,223,809 | $1,336,405 | $7,263,467 | IRS |
| 990-PF | June 2024 | $1,760,252 | $870,735 | $7,376,063 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 20-3898148).
Questions about HALBROOK FAMILY FOUNDATION
- What is the EIN of HALBROOK FAMILY FOUNDATION?
- The employer identification number (EIN) of HALBROOK FAMILY FOUNDATION is 20-3898148.
- Is HALBROOK FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to HALBROOK FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HALBROOK FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HALBROOK FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HALBROOK FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of HALBROOK FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HALBROOK FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,223,809, expenses of $1,336,405 and total assets of $7,263,467 at year end.
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All nonprofits in ST AUGUSTINE · Florida · Philanthropy, voluntarism and grantmaking foundations