Nonprofit · EIN 62-6073690
HERBERT & GERTRUDE HALVERSTADT FOUNDATION
Tax-exempt · FAIRVIEW, TN 37062
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $75,280 | $102,906 | -$27,626 | $989,913 | $0 | $989,913 |
| December 31, 2024 | 990-PF | $51,024 | $88,639 | -$37,615 | $1,017,539 | $0 | $1,017,539 |
| December 31, 2023 | 990-PF | $10,020 | $88,532 | -$78,512 | $1,055,154 | $0 | $1,055,154 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $23,915
- Interest
- $11
- Net gain from sales of assets
- $51,354
Expenses
- Grants and similar amounts paid
- $82,850
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $82,850
- Excise tax on investment income
- $775
Balance sheet and other
- Total assets, start of year
- $1,017,539
- Total assets, end of year
- $989,913
- Total liabilities, end of year
- $0
- Net assets, end of year
- $989,913
- Fair market value of assets
- $1,877,735
- Qualifying distributions
- $82,850
- Net investment income
- $75,280
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALBERT HALVERSTADT III 191 UTE PASS WEST, DURANGO, CO 81301 | PRESIDENT | 0.5 | $0 |
| AMY PACANOWSKI 1130 CHESTNUT TREE ROAD, HONEY BROOK, PA 19344 | BOARD MEMBER | 0.5 | $0 |
| BARBARA D HALVERSTADT 7665 HORN TAVERN DR, FAIRVIEW, TN 37062 | TREASURER | 1 | $0 |
| SARAH CARRIGAN 2836 COASTAL HWY 2, ST AUGUSTINE, FL 32084 | BOARD MEMBER | 0.5 | $0 |
| CLIFF MILLER 89 WALNUT AVE, CORTE MADERA, CA 94925 | CHIEF FINANCIAL OFFICER | 0.5 | $0 |
| PHEBE HIBSHMAN 1000 NW NORTH RIVER DRIVE 116, MIAMI, FL 33136 | VICE PRESIDENT | 0.5 | $0 |
| MELISSA JAIVIN 16958 ENCINO HILLS DR, ENCINO, CA 91436 | SECRETARY | 0.5 | $0 |
| DAVE MILLER 5945 OCEAN VIEW DRIVE, OAKLAND, CA 94618 | BOARD MEMBER | 0.5 | $0 |
| KATHY BLANDFORD 6141 N PASCOLA CIRCLE, TUCSON, AZ 85718 | BOARD MEMBER | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALBERT HALVERSTADT III 191 UTE PASS WEST, DURANGO, CO 81301 | PRESIDENT | 0.5 | $0 |
| AMY PACANOWSKI 1130 CHESTNUT TREE ROAD, HONEY BROOK, PA 19344 | BOARD MEMBER | 0.5 | $0 |
| BARBARA D HALVERSTADT 7665 HORN TAVERN DR, FAIRVIEW, TN 37062 | TREASURER | 1 | $0 |
| SARAH CARRIGAN 2836 COASTAL HWY 2, ST AUGUSTINE, FL 32084 | BOARD MEMBER | 0.5 | $0 |
| CLIFF MILLER 89 WALNUT AVE, CORTE MADERA, CA 94925 | CHIEF FINANCIAL OFFICER | 0.5 | $0 |
| PHEBE HIBSHMAN 1000 NW NORTH RIVER DRIVE 116, MIAMI, FL 33136 | VICE PRESIDENT | 0.5 | $0 |
| MELISSA JAIVIN 16958 ENCINO HILLS DR, ENCINO, CA 91436 | SECRETARY | 0.5 | $0 |
| DAVE MILLER 5945 OCEAN VIEW DRIVE, OAKLAND, CA 94618 | BOARD MEMBER | 0.5 | $0 |
| KATHY BLANDFORD 102 WILDERNESS DR 1116, NAPLES, FL 34105 | BOARD MEMBER | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALBERT HALVERSTADT III 191 UTE PASS WEST, DURANGO, CO 81301 | PRESIDENT | 0.5 | $0 |
| AMY PACANOWSKI 1130 CHESTNUT TREE ROAD, HONEY BROOK, PA 19344 | BOARD MEMBER | 0.5 | $0 |
| BARBARA D HALVERSTADT 7665 HORN TAVERN DR, FAIRVIEW, TN 37062 | TREASURER | 1 | $0 |
| SARAH CARRIGAN 2836 COASTAL HWY 2, ST AUGUSTINE, FL 32084 | BOARD MEMBER | 0.5 | $0 |
| CLIFF MILLER 89 WALNUT AVE, CORTE MADERA, CA 94925 | CHIEF FINANCIAL OFFICER | 0.5 | $0 |
| PHEBE HIBSHMAN 1000 NW NORTH RIVER DRIVE 116, MIAMI, FL 33136 | VICE PRESIDENT | 0.5 | $0 |
| MELISSA JAIVIN 16958 ENCINO HILLS DR, ENCINO, CA 91436 | SECRETARY | 0.5 | $0 |
| DAVE MILLER 5945 OCEAN VIEW DRIVE, OAKLAND, CA 94618 | BOARD MEMBER | 0.5 | $0 |
| KATHY BLANDFORD 102 WILDERNESS DR 1116, NAPLES, FL 34105 | BOARD MEMBER | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 115, FAIRVIEW, TN 37062-0115
- Signed the 990-PF
- BARBARA HALVERSTADT, TREASURER
- Phone
- (615) 473-3510
- Return prepared by
- CRI 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF 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
- 62-6073690
- 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
- 1968
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $989,913
- Income (IRS master file)
- $141,945
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $75,280 | $102,906 | $989,913 | IRS |
| 990-PF | December 2024 | $51,024 | $88,639 | $1,017,539 | IRS |
| 990-PF | December 2023 | $10,020 | $88,532 | $1,055,154 | 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 62-6073690).
Questions about HERBERT & GERTRUDE HALVERSTADT FOUNDATION
- What is the EIN of HERBERT & GERTRUDE HALVERSTADT FOUNDATION?
- The employer identification number (EIN) of HERBERT & GERTRUDE HALVERSTADT FOUNDATION is 62-6073690.
- Is HERBERT & GERTRUDE HALVERSTADT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to HERBERT & GERTRUDE HALVERSTADT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBERT & GERTRUDE HALVERSTADT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT & GERTRUDE HALVERSTADT 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 HERBERT & GERTRUDE HALVERSTADT 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 HERBERT & GERTRUDE HALVERSTADT FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does HERBERT & GERTRUDE HALVERSTADT FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $75,280, expenses of $102,906 and total assets of $989,913 at year end.
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