Herbert and Gertrude Halverstadt
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
70
-1.4% YoY
Avg Grant Size
$1K
+19.3% YoY
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
States
Cities
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
| 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
No grants recorded for .
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
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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