Nonprofit · EIN 93-6036295
HALTON FOUNDATION
Tax-exempt · PORTLAND, OR 97225
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $32,339 | $15,688 | $16,651 | $405,900 | $0 | $405,900 |
| December 31, 2023 | 990-PF | $232,838 | $919,572 | -$686,734 | $389,249 | $0 | $389,249 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,700
- Dividends
- $29,635
- Interest
- $4
Expenses
- Grants and similar amounts paid
- $12,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $15,688
- Excise tax on investment income
- $361
Balance sheet and other
- Total assets, start of year
- $389,249
- Total assets, end of year
- $405,900
- Total liabilities, end of year
- $0
- Net assets, end of year
- $405,900
- Fair market value of assets
- $1,909,650
- Qualifying distributions
- $15,688
- Net investment income
- $29,639
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 |
|---|---|---|---|
| MS KATHRYN REBAGLIATI 4850 SW SCHOLLS FERRY RD, PORTLAND, OR 97225 | TRUSTEE | 1 | $0 |
| MS SUSAN HALTON 4850 SW SCHOLLS FERRY RD, PORTLAND, OR 97225 | MANAGER | 5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MS KATHRYN REBAGLIATI 4850 SW SCHOLLS FERRY RD, PORTLAND, OR 97225 | TRUSTEE | 1 | $0 |
| MS SUSAN HALTON 4850 SW SCHOLLS FERRY RD, PORTLAND, OR 97225 | MANAGER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 4850 SW SCHOLLS FERRY RD STE 110, PORTLAND, OR 97225-1691
- In care of
- % MRS SUSAN FINDLAY
- Signed the 990-PF
- KATHRYN REBAGLIATI, TRUSTEE
- Phone
- (503) 780-0453
- Return prepared by
- WESLEY B HANSEN CPA PC
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
- 93-6036295
- 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
- 1965
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $405,900
- Income (IRS master file)
- $32,339
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $32,339 | $15,688 | $405,900 | IRS |
| 990-PF | December 2023 | $232,838 | $919,572 | $389,249 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 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 93-6036295).
Questions about HALTON FOUNDATION
- What is the EIN of HALTON FOUNDATION?
- The employer identification number (EIN) of HALTON FOUNDATION is 93-6036295.
- Is HALTON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to HALTON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HALTON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HALTON FOUNDATION 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 HALTON FOUNDATION 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 HALTON FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does HALTON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $32,339, expenses of $15,688 and total assets of $405,900 at year end.
Other nonprofits in PORTLAND
- HEALTH SHARE OF OREGON EIN 45-5093195 · last filed 990 for 2024
- PROVIDENCE HEALTH PLAN EIN 93-0863097 · last filed 990 for 2024
- CAREOREGON INC EIN 93-0933975 · last filed 990 for 2024
- LEGACY EMANUEL HOSPITAL & HEALTH CENTER EIN 93-0386823 · last filed 990 for 2025
- OREGON DENTAL SERVICE EIN 93-0438772 · last filed 990 for 2024
- ONPOINT COMMUNITY CREDIT UNION EIN 93-0257765 · last filed 990 for 2025
- LEGACY GOOD SAMARITAN HOSPITAL AND MEDICAL CENTER PAYROLL DEPT EIN 93-0386793 · last filed 990 for 2025
- LEGACY HEALTH EIN 23-7426300 · last filed 990 for 2025