The Halverson Foundation
The Halverson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STEAMBOAT SPRINGS, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $502K in total assets. In 2024, it awarded 47 grants totaling $113K. Net investment income was $100K.
Key facts about The Halverson Foundation
- EIN
- 84-1354983
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $112,850
- Grants made (2024)
- 47
- Average grant
- $2,401
- Median grant
- $1,000
- New grantees (estimate)
- 17% first-time grantees (8 of 47, 2024)
- Total assets
- $502,432
- Primary geography
- Colorado (48% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The Halverson Foundation funds
By grant dollars, the top recipient states for The Halverson Foundation's 47 itemized 2024 grants were Colorado (48%), District of Columbia (17%) and California (14%). The most frequent recipient cities were Denver, CO (10 grants), Steamboat Springs, CO (5 grants), New York, NY (5 grants) and Boulder, CO (4 grants). 83% of grants with a stated purpose were for general or operating support. Recurring purposes include "Unrestrcited" (8 grants).
Is The Halverson Foundation open to new grantees?
17%
first-time grantees, 2024
In 2024, 8 of 47 grantees (17%) were first-time recipients. First grants averaged $4K; repeat grants $2K. How we count
Medians: $1K first-time, $1K repeat.
- 74% of 2024 grantees were also funded in 2023. Method
- Giving grew 108% from 2021 to 2024. Method
- In 2024 it paid out 185% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$502K
-2.9% YoY
Annual Giving
$113K
+91.3% YoY
Grant Count
47
-4.1% YoY
Avg Grant Size
$2K
+99.4% YoY
Under IRS private-foundation payout rules, The Halverson Foundation reported a distributable amount of $61K for 2024 — the minimum it must pay out in qualifying distributions.
About The Halverson Foundation
Based on IRS filings
The Halverson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STEAMBOAT SPRINGS, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $502K in total assets. In 2024, it awarded 47 grants totaling $113K. Net investment income was $100K.
Focus Areas
Ready to take the next step with The Halverson Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 47 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $502,432 | $517,173 | $520,914 |
| Revenue | $100,408 | $57,451 | $60,586 |
| Expenses | $115,149 | $61,192 | $52,100 |
| Qualifying Distributions | $112,850 | $59,000 | $50,745 |
| Net Investment Income | $100,408 | $57,451 | $60,586 |
| Distributable Amount | $61,105 | $57,744 | $56,184 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
208 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include When We All Vote Act Blue ($17,500), Tides Foundation ($15,000), Nonprofitvoteorg ($11,000).
| Recipient | Purpose | Amount |
|---|---|---|
| WHEN WE ALL VOTE ACT BLUE WASHINGTON DC, DC | UNRESTRICTED | $17,500 |
| TIDES FOUNDATION LOS ANGELES, CA | UNRESTRICTED | $15,000 |
| NONPROFITVOTEORG CAMBRIDGE, MA | UNRESTRICTED | $11,000 |
| ALAYA PRESCHOOL BOULDER, CO | UNRESTRICTED | $10,000 |
| KENT DENVER SCHOOL ENGLEWOOD, CO | UNRESTRICTED | $5,250 |
| YAMPA RIVER BOTANIC PARK STEAMBOAT SPRINGS, CO | UNRESTRICTED | $5,000 |
| COMMUNIDAD INTEGRATA STEAMBOAT SPRINGS, CO | UNRESTRICTED | $5,000 |
| AFRICA SCHOOL ASSISTANCE PROJECT DENVER, CO | UNRESTRICTED | $5,000 |
| LIFT UP OF ROUTT COUNTY STEAMBOAT SPRINGS, CO | UNRESTRCITED | $3,000 |
| NORTHWEST COLORADO HEALTH STEAMBOAT SPRINGS, CO | UNRESTRCITED | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Anne Halverson | President | — | — |
| Nils W Halverson | Vice President | — | — |
| M Anders Halverson | Vice President | — | — |
| Jon N Halverson | Treasurer | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Halverson Foundation?
The Halverson Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in STEAMBOAT SPRINGS, CO. It holds $502K in total assets as of 2024.
How large is The Halverson Foundation?
As of 2024, The Halverson Foundation holds $502K in total assets with $100K in annual revenue. It awarded 47 grants totaling $113K in 2024.
Where does The Halverson Foundation operate?
The Halverson Foundation has awarded grants in Alabama, California, Colorado, Connecticut, District of Columbia, Delaware, Massachusetts, Maryland, Minnesota, North Carolina, New Hampshire, New York, Ohio, Rhode Island, Virginia, Wisconsin.
What size grants does The Halverson Foundation award?
In 2024, The Halverson Foundation awarded 47 grants totaling $113K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is The Halverson Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Halverson Foundation reported a distributable amount of $61K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Halverson Foundation's EIN?
The Halverson Foundation's EIN (Employer Identification Number) is 84-1354983. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Halverson Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.