Herbert and Gertrude Halverstadt
Herbert and Gertrude Halverstadt is a private foundation based in Fairview, Tennessee. It made 93 grants totaling $82,850 in 2025 to charitable organizations, including religious, community, educational, and other charitable recipients.
Herbert and Gertrude Halverstadt at a glance
In short: Herbert and Gertrude Halverstadt gave $83K across 93 grants in 2025 (avg $890.86), top state Florida. 53% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $82,850
- +13.2% vs 2024
- Grants made (2025)
- 93
- +32.9% vs 2024
- Average grant
- $891
- -14.8% vs 2024
- Median grant
- $800
- Total assets
- $989,913
- -2.7% vs 2024
- New grantees (estimate)
- 53% first-time grantees (40 of 75, 2025)
- Primary geography
- Florida (17% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Herbert and Gertrude Halverstadt
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 7665 Horn Tavern Road, Fairview, TN 37062
Phone: (615) 473-3510
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Herbert and Gertrude Halverstadt funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Guardianship & Trust Corp (GTC) ($5K across 6 grants). Together the top 10 received $31K.
Grant Size Distribution
389 grants across all recorded years
The most common grant size was under $50K: 389 grants of 389 (100%).
Geographic Focus
Where this funder awards grants
In 2025, the largest shares of grant dollars went to recipients in Florida and California (17% each), followed by Tennessee (13%), Arizona (10%), and Maryland (9%).
Grant Distribution by State
Share of 2025 grant dollars across all 93 itemized grants.
States
Cities
Is Herbert and Gertrude Halverstadt open to new grantees?
53%
first-time grantees, 2025
In 2025, 40 of 75 grantees (53%) were first-time recipients. First grants averaged $1K; repeat grants $1K. How we count
Medians: $965 first-time, $1K repeat.
- 47% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $62K (2023) to $83K (2025). In 2025 it made 93 grants totaling $83K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Emmanuel Presbyterian Church Nashville, TN | Religous | $4,880 |
| Guardianship & Trust Corporation (GTC) Nashville, TN | Charitable | $3,500 |
| Actor's Playhouse Productions Coral Gables, FL | Community | $2,500 |
| El Rio Foundation Tucson, AZ | Charitable | $2,500 |
| Alzheimers Association Washington, DC | Charitable | $2,000 |
| Angel Flight West Santa Monica, CA | Charitable | $2,000 |
| Brown University Annual Fund - 45TH Reunion - Class of 1981 Providence, RI | Educational | $2,000 |
| Florida Guardian Ad Litem Foundationcircuit 7 Tallahassee, FL | Educational | $2,000 |
| Merely Players Theatre Durango, CO | Community | $1,800 |
| Pie in the Sky Community Alliance Inc Hastings, FL | Charitable | $1,600 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $989,913 | $75,280 | $102,906 | $82,850 | 93 | $82,850 | $55,746 | $87,673 |
| 2024 | $1,017,539 | $51,024 | $88,639 | $73,190 | 70 | $73,190 | $35,593 | $79,277 |
| 2023 | $1,055,154 | $10,020 | $88,532 | $62,200 | 71 | $62,200 | $1,273 | $67,210 |
| 2022 | $1,133,666 | $42,178 | $100,707 | $79,980 | 74 | $79,980 | $23,126 | $70,006 |
| 2021 | $1,192,195 | $135,587 | $89,988 | $73,800 | 81 | $73,800 | $119,989 | $81,444 |
| 2020 | $1,291,259 | $34,999 | $83,580 | $69,400 | 66 | — | $21,249 | $64,603 |
Under IRS private-foundation payout rules, Herbert and Gertrude Halverstadt reported a distributable amount of $88K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for religious organizations, community organizations, and educational purposes, as well as other charitable recipients.
Examples of supported organizations illustrate the range of work among its grantees. El Rio Foundation says its mission is to provide philanthropic support to El Rio Health for patient programs, capital improvements, and its endowment. Angel Flight West says it arranges free air transportation in response to health care and other compelling human needs. Pie in the Sky Community Alliance says it provides free home delivery of fresh produce to low-income senior citizens to help alleviate hunger and social isolation. KQED says it provides community-supported media, convenes community dialogue, brings the arts to audiences, and supports students and teachers.
Grantmaking
In 2025, the foundation reported 93 grants totaling $82,850. Grants ranged from $200 to $4,880, with a median grant of $800. Its largest grants included $4,880 to Emmanuel Presbyterian Church, $3,500 to Guardianship & Trust Corporation, and $2,500 each to Actor’s Playhouse Productions and El Rio Foundation. Other notable grants included $2,000 each to the Alzheimer’s Association, Angel Flight West, Brown University Annual Fund, and Florida Guardian Ad Litem Foundation Circuit 7.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Albert Halverstadt III as president; Phebe Hibshman as vice president; Barbara D. Halverstadt as treasurer; Melissa Jaivin as secretary; Cliff Miller as chief financial officer; and Amy Pacanowski, Sarah Carrigan, Dave Miller, and Kathy Blandford as board members.
Herbert and Gertrude Halverstadt is led by Albert Halverstadt III, President since 2022 (on filings since 2020); none of the 9 officers listed in 2025 report compensation.
Officers on the 2025 filing
Albert Halverstadt III
President
Board Member → President, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
Amy Pacanowski
Board Member
On filings since 2020
0.5 hrs/week
No compensation reported
Barbara D. Halverstadt
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Cliff Miller
Chief Financial Officer
President → Chief Financial Officer, 2021
On filings since 2020
0.5 hrs/week
No compensation reported
Dave Miller
Board Member
Board Member → President, 2021
President → Board Member, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
Kathy Blandford
Board Member
On filings since 2020
0.5 hrs/week
No compensation reported
Melissa Jaivin
Secretary
On filings since 2020
0.5 hrs/week
No compensation reported
Phebe Hibshman
Vice President
Board Member → Vice President, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
Sarah Carrigan
Board Member
Vice President → Board Member, 2023
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Herbert and Gertrude Halverstadt
How much does Herbert and Gertrude Halverstadt give each year?
Herbert and Gertrude Halverstadt gave $83K across 93 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $73K across 70 grants.
What is Herbert and Gertrude Halverstadt's typical grant size?
Herbert and Gertrude Halverstadt's median grant in 2025 was $800, and its average grant was $891, across 93 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Herbert and Gertrude Halverstadt that year got $1K on average.
Where does Herbert and Gertrude Halverstadt give grants?
Herbert and Gertrude Halverstadt's top state is Florida, with 17% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were California (17%) and Tennessee (13%). The most frequent recipient cities were Minneapolis, MN (9 grants), Tucson, AZ (8 grants), Nashville, TN (7 grants) and Durango, CO (6 grants).
Does Herbert and Gertrude Halverstadt give general operating support?
Not in 2025: none of the 93 grants with a stated purpose on Herbert and Gertrude Halverstadt's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (69 grants), "Educational" (10 grants) and "Community" (8 grants).
Who are Herbert and Gertrude Halverstadt's largest grantees?
Herbert and Gertrude Halverstadt's largest 2025 grantees include Guardianship & Trust Corp (GTC) ($5,480 across 6 grants), Emmanuel Presbyterian Church ($4,880) and Children's Cancer Research Fund ($4,400 across 9 grants), according to its 2025 IRS Form 990-PF. Together they received 18% of its itemized 2025 grant dollars.
How large is Herbert and Gertrude Halverstadt?
Herbert and Gertrude Halverstadt reported $990K in total assets on its 2025 IRS Form 990-PF. It paid out $83K in qualifying distributions that year, against a required minimum of $88K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Herbert and Gertrude Halverstadt fund?
No mission statement for the foundation is provided. Its 2025 grants included support for religious organizations, community organizations, and educational purposes, as well as other charitable recipients. See mission & focus areas ↑
How do I apply for a grant from Herbert and Gertrude Halverstadt?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Herbert and Gertrude Halverstadt's EIN?
Herbert and Gertrude Halverstadt's EIN (Employer Identification Number) is 62-6073690. IRS Form 990 filing data is available on this page for 2020–2025.
Does Herbert and Gertrude Halverstadt accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 19, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
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Cite this profile
Grantable. (2026). Herbert and Gertrude Halverstadt funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/herbert-and-gertrude-halverstadt-morg_f3109cec169a44e1abd9a78d5687240e
BibTeX
@misc{grantable_626073690_2026,
author = {{Grantable}},
title = {{Herbert and Gertrude Halverstadt funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/herbert-and-gertrude-halverstadt-morg_f3109cec169a44e1abd9a78d5687240e},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Herbert and Gertrude Halverstadt's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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