Halbrook Family Foundation
The Halbrook Family Foundation is a private independent foundation established in 2006, based in St. Augustine, Florida. It operates as a 501(c)(3) tax-exempt organization dedicated to philanthropic grantmaking across multiple states.
Key facts about Halbrook Family Foundation
- EIN
- 20-3898148
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,312,157
- Grants made (2025)
- 15
- Average grant
- $87,477
- Median grant
- $50,000
- New grantees (estimate)
- 0% first-time grantees (0 of 15, 2025)
- Total assets
- $7,263,467
- Primary geography
- Florida (52% of itemized 2025 grant dollars)
- How to apply
- The foundation is open to new applicants, with approximately 12% of new applicants receiving funding. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Halbrook Family Foundation funds
By grant dollars, the top recipient states for Halbrook Family Foundation's 15 itemized 2025 grants were Florida (52%), Indiana (19%) and Kentucky (18%). The most frequent recipient cities were St Augustine, FL (5 grants) and Cashiers, NC (2 grants). None of its 15 grants with a stated purpose were described as general or operating support. Recurring purposes include "Social Welfare" (9 grants) and "Religious" (3 grants).
Is Halbrook Family Foundation open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 15 grantees (0%) were first-time recipients. How we count
- 87% of 2025 grantees were also funded in 2024. Method
- Giving grew 35% from 2022 to 2025. Method
- In 2025 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Halbrook Family Foundation
- How to evaluate Halbrook Family Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$7.3M
-1.5% YoY
Annual Giving
$1.3M
+51.6% YoY
Grant Count
15
-16.7% YoY
Avg Grant Size
$87K
+81.9% YoY
Under IRS private-foundation payout rules, Halbrook Family Foundation reported a distributable amount of $1.5M for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation does not maintain a publicly stated mission statement. However, its funding priorities focus on:
- Education — particularly higher education and graduate/professional education
- Health — including diseases and conditions
- Religion — with emphasis on theology and religious education
- Philanthropy, Voluntarism & Grantmaking
Grantmaking
Average Grant
amount: $211
How to Apply
**
Ready to take the next step with Halbrook Family Foundation?
Geographic Focus
Where this funder awards grants
The foundation supports organizations in:
- Florida
- North Carolina
- Kentucky
- Indiana
- Massachusetts
Grant Distribution by State
Share of all 15 itemized 2025 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Giving:
- Total assets: $7,263,467–$7,376,063 (varies by filing date)
- Total revenue: $1,760,252 (2024)
- Total expenses: $870,735–$871,000 (2024)
- Total liabilities: $0
Tax Status: Tax-exempt since January 2006. The foundation files Form 990-PF annually with the IRS.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $7,263,467 | $7,376,063 | $7,516,546 |
| Revenue | $1,223,809 | $1,760,252 | $150,221 |
| Expenses | $1,336,405 | $870,735 | $1,047,699 |
| Qualifying Distributions | $1,312,157 | $865,790 | $1,032,480 |
| Net Investment Income | $1,044,308 | $1,452,403 | $147,355 |
| Distributable Amount | $1,531,520 | $1,211,640 | $874,551 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
89 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Anastasia Baptist Church ($286,022), Taylor University ($250,000), Alpha-Omega Miracle Home ($150,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ANASTASIA BAPTIST CHURCH St Augustine, FL | RELIGIOUS | $286,022 |
| TAYLOR UNIVERSITY Upland, IN | EDUCATION | $250,000 |
| ALPHA-OMEGA MIRACLE HOME St Augustine, FL | SOCIAL WELFARE | $150,000 |
| ST GERARDS CAMPUS St Augustine, FL | RELIGIOUS EDUCATION | $150,000 |
| ASBURY SEMINARY Wilmore, KY | RELIGIOUS | $125,000 |
| TEN 12 MINISTRIES INC Monticello, KY | RELIGIOUS | $115,000 |
| HOMES FOR OUR TROOPS Taunton, MA | SOCIAL WELFARE | $50,000 |
| SALVATION ARMY St Augustine, FL | SOCIAL WELFARE | $50,000 |
| INDEPENDENCE FUND Charlotte, NC | SOCIAL WELFARE | $40,000 |
| K9S FOR WARRIORS Ponte Vedra, FL | SOCIAL WELFARE | $30,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is governed by four trustees, all serving without compensation:
- John A. Halbrook (Trustee)
- Benita K. Halbrook (Trustee)
- Nathan Halbrook (Trustee)
- Jennifer Stevenson (Trustee)
Compensation Overview
No officer or director reported compensation in the available filings.
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| John a Halbrook | Trustee | 1 | — |
| Benita K Halbrook | Trustee | 1 | — |
| Nathan Halbrook | Trustee | 1 | — |
| Jennifer Stevenson | Trustee | 1 | — |
Contact Information
Address: 542 Ridgeway Road St. Augustine, FL 32080
Phone: 815-985-3426
EIN: 20-3898148
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Halbrook Family Foundation fund?
The foundation does not maintain a publicly stated mission statement. However, its funding priorities focus on: • **Education** — particularly higher education and graduate/professional education • **Health** — including diseases and conditions • **Religion** — with emphasis on theology and religious education • **Philanthropy, Voluntarism & Grantmaking**
How do I apply for a grant from Halbrook Family Foundation?
The foundation is open to new applicants, with approximately 12% of new applicants receiving funding. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Halbrook Family Foundation make grants?
The foundation supports organizations in: • Florida • North Carolina • Kentucky • Indiana • Massachusetts
What size grants does Halbrook Family Foundation award?
In 2025, Halbrook Family Foundation awarded 15 grants totaling $1.3M — an average of about $87K per grant, based on its IRS Form 990 filings.
How much is Halbrook Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Halbrook Family Foundation reported a distributable amount of $1.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Halbrook Family Foundation's EIN?
Halbrook Family Foundation's EIN (Employer Identification Number) is 20-3898148. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.