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.
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
The foundation awarded $151,000 to St Gerard Campus in St. Augustine, Florida for religious education programming in 2024.
Average Grant
amount: $211
How to Apply
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Geographic Focus
Where this funder awards grants
The foundation supports organizations in:
- Florida
- North Carolina
- Kentucky
- Indiana
- Massachusetts
Grant Distribution by State
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 |
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 include Anastasia Baptist Church ($286,022), Taylor University ($250,000), Alpha-omega Miracle Home ($150,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALPHA-OMEGA MIRACLE HOME ST AUGUSTINE, FL | SOCIAL WELFARE | $150,000 |
| ANASTASIA BAPTIST CHURCH ST AUGUSTINE, FL | RELIGIOUS | $286,022 |
| ASBURY SEMINARY WILMORE, KY | RELIGIOUS | $125,000 |
| CHILDREN'S HOME SOCIETY OF FLORIDA PANAMA CITY, FL | SOCIAL WELFARE | $2,000 |
| HOMES FOR OUR TROOPS TAUNTON, MA | SOCIAL WELFARE | $50,000 |
| K9S FOR WARRIORS PONTE VEDRA, FL | SOCIAL WELFARE | $30,000 |
| SALVATION ARMY ST AUGUSTINE, FL | SOCIAL WELFARE | $50,000 |
| ST AUGUSTINE HIGH SCHOOL ST AUGUSTINE, FL | EDUCATION | $20,000 |
| ST GERARDS CAMPUS ST AUGUSTINE, FL | RELIGIOUS EDUCATION | $150,000 |
| TAYLOR UNIVERSITY UPLAND, IN | EDUCATION | $250,000 |
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
From 2025 IRS filing
From 2025 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?
**Grant Activity:** • Total giving: $1,312,157 (most recent filing) • Typical award range: $1,700–$286,022 • Median grant amount: $13,000 • Average grant amount: $211 **Recent Grants:** The foundation awarded $151,000 to St Gerard Campus in St. Augustine, Florida for religious education programming in 2024. **Application Process:** The foundation is open to new applicants, with approximately 12% of new applicants receiving funding.
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.
Explore Open Grants
Browse active grant opportunities in Halbrook Family Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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