Herbert and Gertrude Halverstadt

FAIRVIEW, TN EIN: 62-6073690

The Herbert and Gertrude Halverstadt Foundation is a private foundation based in Fairview, Tennessee. Established in January 1968, the foundation operates with limited staffing and a volunteer board structure, focusing on charitable giving across multiple sectors including education, religious organizations, community development, and human services.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

-3.6% YoY

Annual Giving

$73K

+17.7% YoY

Grant Count

-1.4% YoY

Avg Grant Size

$1K

+19.3% YoY

Under IRS private-foundation payout rules, Herbert and Gertrude Halverstadt reported a distributable amount of $79K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation supports charitable causes through six primary grant programs:

Charitable: General purpose giving with an average grant of $944
Religious: Support for religious organizations, averaging $2,293 per grant
Educational: Education-focused grants averaging $804
Community: Civic education and youth education initiatives, averaging $766 per grant
Service: Support for specialized services, including cancer support and oncology-related causes

The foundation demonstrates a broad philanthropic approach, funding organizations across multiple states and cause areas rather than maintaining a narrowly defined mission.

Grantmaking

Grant Range

$100–$6,114

Average Grant

amount: $804–$944 (varies by program)

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Geographic Focus

Where this funder awards grants

The foundation funds organizations across multiple states, with particular activity in:

Primary states: California, Florida, Pennsylvania, Tennessee
Additional states with grants: Arizona, Connecticut, New York, Ohio, Rhode Island, Colorado, and others
Total reach: 16+ states

Grant Distribution by State

California $84K (33%)

Florida $51K (20%)

Tennessee $42K (17%)

Pennsylvania $16K (6%)

Ohio $12K (5%)

Colorado $11K (4%)

Minnesota $10K (4%)

Maryland $8K (3%)

+11 more states

States

Arizona California Colorado Connecticut District of Columbia Florida Idaho Illinois Massachusetts Maryland Minnesota North Carolina New York Ohio Pennsylvania Rhode Island Tennessee Texas Virginia

Cities

AdamstownAlamedaAvalonBaltimoreBerkeleyBostonChadds FordCharlottesvilleChesterChicagoCincinnatiCochranvilleCoconut GroveCoral GablesDenverDurangoExtonFairviewFallbrookFawnskin

Financial History

Multi-year comparison from IRS filings

Assets and Giving (Most Recent Filing):

Total assets: $1,017,539–$1,055,154
Total giving: $62,200–$73,190
Total revenue: $10,020
Total expenses: $88,532

Foundation Status:

EIN: 62-6073690
IRS status: Active since January 1968
Classification: Private foundation with preselected grantees only

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,017,539	$1,055,154	$1,133,666
Revenue	$51,024	$10,020	$42,178
Expenses	$88,639	$88,532	$100,707
Qualifying Distributions	$73,190	$62,200	$79,980
Net Investment Income	$35,593	$1,273	$23,126
Distributable Amount	$79,277	$67,210	$70,006

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 2024

Grant Size Distribution

250 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Guardianship & Trust Corporation ($5,830), Doctors Without Borders ($5,000), North Valley Caring Services ($4,230).

Recipient	Purpose	Amount
10000 DEGREES SAN RAFAEL, CA	EDUCATIONAL	$500
ACTOR'S PLAYHOUSE PRODUCTIONS INC CORAL GABLES, FL	COMMUNITY	$1,830
ADAPTIVE SPORTS ASSN DURANGO, CO	COMMUNITY	$500
AFRICAN EDUCATION PROGRAM WAYNE, PA	CHARITABLE	$600
ALAMEDA FOOD BANK ALAMEDA, CA	CHARITABLE	$1,000
ALZHEIMER'S ASSOCIATION OF NORTHERN CALIFORNIA SAN JOSE, CA	CHARITABLE	$1,000
ALZHEIMERS SUPPORT NETWORK NAPLES, FL	CHARITABLE	$1,000
ANGEL FLIGHT WEST SANTA MONICA, CA	CHARITABLE	$500
BRANDYWINE CONSERVANCY AND MUSEUM OF ART CHADDS FORD, PA	CHARITABLE	$500
BRIDGES ACADEMY STUDIO CITY, CA	CHARITABLE	$500

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation operates with a volunteer board structure:

Albert Halverstadt III – President (0.5 hours/week)
Phebe Hibshman – Vice President (0.5 hours/week)
Melissa Jaivin – Secretary (0.5 hours/week)
Barbara D. Halverstadt – Treasurer (1 hour/week)
Cliff Miller – Chief Financial Officer (0.5 hours/week)
Board Members: Amy Pacanowski, Sarah Carrigan, Dave Miller, Kathy Blandford (all 0.5 hours/week)

All leadership positions are unpaid volunteer roles.

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ALBERT HALVERSTADT III	PRESIDENT	0.5	—
AMY PACANOWSKI	BOARD MEMBER	0.5	—
BARBARA D HALVERSTADT	TREASURER	1	—
SARAH CARRIGAN	BOARD MEMBER	0.5	—
CLIFF MILLER	CHIEF FINANCIAL OFFICER	0.5	—
PHEBE HIBSHMAN	VICE PRESIDENT	0.5	—
MELISSA JAIVIN	SECRETARY	0.5	—
DAVE MILLER	BOARD MEMBER	0.5	—
KATHY BLANDFORD	BOARD MEMBER	0.5	—

Recent News & Activity

Recent developments and announcements

2023

The foundation maintains current grant activity, with the most recent grants awarded in 2023. The foundation is characterized by limited staffing and a preselected grantee approach, indicating that unsolicited applications may not be accepted. The foundation's giving spans education, religious institutions, community development, and human services across a geographically diverse set of beneficiaries.

Frequently Asked Questions

What does Herbert and Gertrude Halverstadt fund?

The foundation supports charitable causes through six primary grant programs: • **Charitable**: General purpose giving with an average grant of $944 • **Religious**: Support for religious organizations, averaging $2,293 per grant • **Educational**: Education-focused grants averaging $804 • **Community**: Civic education and youth education initiatives, averaging $766 per grant • **Service**: Support for specialized services, including cancer support and oncology-related causes The foundation de…

How do I apply for a grant from Herbert and Gertrude Halverstadt?

**Grant Activity:** • Total grants awarded: 70–109 grants (depending on reporting period) • Grant range: $100–$6,114 • Median grant amount: $755–$766 • Average grant amount: $804–$944 (varies by program) • Giving rate: 5.7% • Recent activity: Grants awarded through 2023 **Grant Distribution by Program:** • Charitable program: 78 recipients • Community program: 13 recipients • Educational program: 8 recipients • Religious program: 5 recipients • Service program: 1 recipient **Notable Recent Gran…

Where does Herbert and Gertrude Halverstadt make grants?

The foundation funds organizations across multiple states, with particular activity in: • **Primary states**: California, Florida, Pennsylvania, Tennessee • **Additional states with grants**: Arizona, Connecticut, New York, Ohio, Rhode Island, Colorado, and others • **Total reach**: 16+ states

What size grants does Herbert and Gertrude Halverstadt award?

In 2024, Herbert and Gertrude Halverstadt awarded 70 grants totaling $73K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Herbert and Gertrude Halverstadt required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Herbert and Gertrude Halverstadt reported a distributable amount of $79K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.