The Halstead Family Foundation Inc
The Halstead Family Foundation Inc is a private foundation based in Atlanta, Georgia. It reported making 21 grants totaling $300,000 in 2023, with recipients in multiple states. Its 2024 filing, the latest on this page, reports 23 grants totaling $325,000.
The Halstead Family Foundation Inc at a glance
In short: The Halstead Family Foundation Inc gave $325K across 23 grants in 2024 (avg $14K), top state Alabama. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $325,000
- +8.3% vs 2023
- Grants made (2024)
- 23
- +9.5% vs 2023
- Average grant
- $14,130
- -1.1% vs 2023
- Median grant
- $5,000
- Total assets
- $7,545,332
- +0.4% vs 2023
- Primary geography
- Alabama (42% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to The Halstead Family Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 271 17Th St Nw Ste 2100, Atlanta, GA 30363
Phone: (917) 280-6121
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Halstead Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Auburn University Foundation ($110K). Together the top 10 received $270K.
Grant Size Distribution
88 grants across all recorded years
The most common grant size was under $50K: 82 grants of 88 (93%).
Geographic Focus
Where this funder awards grants
In 2023, grant dollars went to recipients in multiple states. The largest shares were directed to Alabama (37%), Arizona (17%), Tennessee (12%), New York (12%), and North Carolina (11%).
Grant Distribution by State
Share of 2024 grant dollars across all 23 itemized grants.
Cities
How The Halstead Family Foundation Inc gives
- 83% of 2024 grantees were also funded in 2023. Method
- Giving grew 225% from 2021 to 2024. Method
- In 2024 it paid out 100% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2024). 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 2019 to 2024, annual grant giving ranged from $100K (2021) to $328K (2022). In 2024 it made 23 grants totaling $325K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Auburn University Foundation Auburn, AL | General | $110,000 |
| Rightcare Foundation Phoenix, AZ | General | $25,000 |
| Autism Resource Foundation Huntsville, AL | General | $25,000 |
| Mothers Awareness on School-Age Kids Scottsdale, AZ | General | $25,000 |
| The New School New York, NY | General | $20,000 |
| phs BAND BOOSTERS INC Stone Mountain, GA | General | $15,000 |
| Asheville City Schools Foundation Asheville, NC | General | $15,000 |
| Beloved Asheville Asheville, NC | General | $15,000 |
| Lakeview Elementary Milledgeville, GA | General | $10,000 |
| The Gateway to Independence Maryville, TN | General | $10,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $7,545,332 | $632,505 | $602,462 | $325,000 | 23 | $455,429 | $485,471 | $454,240 |
| 2023 | $7,515,279 | $424,582 | $569,536 | $300,000 | 21 | $492,494 | $349,673 | $416,368 |
| 2022 | $7,664,184 | $163,664 | $578,530 | $327,500 | 21 | $536,963 | $149,328 | $440,601 |
| 2021 | $8,070,926 | $694,480 | $339,572 | $100,000 | 4 | $307,458 | $662,366 | $472,947 |
| 2020 | $7,715,485 | $419,163 | $533,019 | $300,000 | 19 | — | $389,557 | $425,595 |
| 2019 | $7,829,151 | $563,992 | $473,206 | $250,000 | 18 | — | $534,548 | $406,723 |
Under IRS private-foundation payout rules, The Halstead Family Foundation Inc reported a distributable amount of $454K for 2024 — 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 2023 grants went to organizations including an educational institution, schools and education-related foundations, arts and cultural organizations, and organizations serving people with varied abilities.
The grantees describe their own work in varied terms. Auburn University Foundation says it operates for the exclusive benefit of Auburn University, an educational, land-grant institution. The New School says its mission is to prepare students to contribute to and succeed in a rapidly changing society. Open Hearts Art Center describes itself as a supportive studio and gallery that empowers adults with varied abilities through the arts. Montford Park Players says it presents theatre for audience enrichment, education, and enjoyment, free of charge.
Grantmaking
In 2023, the foundation made 21 grants totaling $300,000. Grants ranged from $1,000 to $85,000, with a median grant of $10,000. Recent filing-year totals were $327,500 across 21 grants in 2022 and $100,000 across four grants in 2021. Its 2024 filing, the latest on this page, reports 23 grants totaling $325,000.
Among its largest 2023 grants were $85,000 to Auburn University Foundation, $25,000 each to RightCare Foundation, Autism Resource Foundation, and Mothers Awareness on School-Age Kids, and $20,000 each to The New School, phs Band Boosters Inc, and Asheville Community Yoga Center. Other listed grants included $15,000 to FIT Foundation and $10,000 each to Key Learning Center Teacher Training & Outreach, The Gateway to Independence, and The Russell Theater.
Other 2023 recipients included Asheville Skate Foundation, The Sun Publishing Company, Buncombe County Schools Foundation, and Montford Park Players, each receiving $5,000; Maryville City Schools Foundation, which received $3,500; and Open Hearts Art Center, which received $2,000.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2023 filing lists Dawn Bergford, Elaine Klesius, Jeff Bergford, Patrick Klesius, Stephen Klesius, and Winston Tucker as board members.
The Halstead Family Foundation Inc's 2024 filing lists 5 officers; all 5 officers listed in 2024 are compensated.
Officers on the 2024 filing
Dawn Bergford
Board Member
On filings since 2019
$19K (2019) → $25K (2024)
Elaine Klesius
Board Member
On filings since 2019
$19K (2019) → $25K (2024)
Jeff Bergford
Board Member
On filings since 2019
$19K (2019) → $25K (2024)
Patrick Klesius
Board Member
On filings since 2019
$34K (2019) → $48K (2024)
Stephen Klesius
Board Member
On filings since 2019
$19K (2019) → $25K (2024)
Former officers (1)
- Former: Winston Tucker (2023) — Board Member
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $48K, to Patrick Klesius (Board Member). 5 officers or directors reported compensation on that filing.
Frequently asked questions about The Halstead Family Foundation Inc
How much does The Halstead Family Foundation Inc give each year?
The Halstead Family Foundation Inc gave $325K across 23 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $300K across 21 grants.
What is The Halstead Family Foundation Inc's typical grant size?
The Halstead Family Foundation Inc's median grant in 2024 was $5,000, and its average grant was $14,130, across 23 grants on its 2024 IRS Form 990-PF.
Where does The Halstead Family Foundation Inc give grants?
The Halstead Family Foundation Inc's top state is Alabama, with 42% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were North Carolina (19%) and Arizona (15%). The most frequent recipient cities were Asheville, NC (7 grants), Maryville, TN (2 grants) and Asheville, TN (2 grants).
Does The Halstead Family Foundation Inc give general operating support?
Yes: 100% of The Halstead Family Foundation Inc's 2024 grants with a stated purpose (23 of 23) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Halstead Family Foundation Inc's largest grantees?
The Halstead Family Foundation Inc's largest 2024 grantees include Auburn University Foundation ($110,000), Rightcare Foundation ($25,000) and Autism Resource Foundation ($25,000), according to its 2024 IRS Form 990-PF. Together they received 49% of its itemized 2024 grant dollars.
How large is The Halstead Family Foundation Inc?
The Halstead Family Foundation Inc reported $7.5M in total assets on its 2024 IRS Form 990-PF. It paid out $455K in qualifying distributions that year, against a required minimum of $454K (roughly 5% of its investment assets).
What does The Halstead Family Foundation Inc fund?
No mission statement for the foundation is provided. Its 2023 grants went to organizations including an educational institution, schools and education-related foundations, arts and cultural organizations, and organizations serving people with varied abilities. See mission & focus areas ↑
How do I apply for a grant from The Halstead Family Foundation Inc?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Halstead Family Foundation Inc's EIN?
The Halstead Family Foundation Inc's EIN (Employer Identification Number) is 46-1196443. IRS Form 990 filing data is available on this page for 2019–2024.
Does The Halstead Family Foundation Inc 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 13, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
- Added Form 990-PF for fiscal year 2024 (received by the IRS November 12, 2025)
- IRS filings on file for fiscal years 2019–2023
Live grants for the work The Halstead Family Foundation Inc funds
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Cite this profile
Grantable. (2026). The Halstead Family Foundation Inc funder profile. GrantGraph. Retrieved October 23, 2026, from https://grantable.co/funders/the-halstead-family-foundation-inc-morg_d47c0dd8776040df983db6c6a2752675
BibTeX
@misc{grantable_461196443_2026,
author = {{Grantable}},
title = {{The Halstead Family Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-halstead-family-foundation-inc-morg_d47c0dd8776040df983db6c6a2752675},
note = {Accessed 2026-10-23. 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 The Halstead Family Foundation Inc'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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