The James P Verhalen Family Fdn Inc
The James P Verhalen Family Fdn Inc is a private foundation based in Stonington, Connecticut. Its 2024 filing reports 26 grants totaling $315,000 to charitable organizations in multiple states.
Key facts about The James P Verhalen Family Fdn Inc
In short: The James P Verhalen Family Fdn Inc gave $315K across 26 grants in 2024 (avg $12K), top state Maryland. 46% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 22-3694939
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $315,000
- Grants made (2024)
- 26
- Average grant
- $12,115
- Median grant
- $10,000
- New grantees (estimate)
- 46% first-time grantees (12 of 26, 2024)
- Total assets
- $4,346,972
- Primary geography
- Maryland (22% of itemized 2024 grant dollars)
- 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. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.3M
+10.0% YoY
Annual Giving
$315K
+0.0% YoY
Grant Count
26
-7.1% YoY
Avg Grant Size
$12K
+7.7% YoY
Under IRS private-foundation payout rules, The James P Verhalen Family Fdn Inc reported a distributable amount of $320K for 2024 — the minimum it must pay out in qualifying distributions.
Is The James P Verhalen Family Fdn Inc open to new grantees?
46%
first-time grantees, 2024
In 2024, 12 of 26 grantees (46%) were first-time recipients. First grants averaged $13K; repeat grants $11K. How we count
Medians: $10K first-time, $10K repeat.
- 46% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−7%). Method
- In 2024 it paid out 98% 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 (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s stated purpose is to make contributions to preselected charitable organizations. Its 2024 grants show support for organizations with varied missions. For example, Reflective Inc describes its work as equipping people with data and tools to make informed decisions about stratospheric aerosol injection. Lake Hopatcong Foundation focuses on the lake environment and community, including water quality, education, preservation, and arts and culture. Caring for Cambodia says it uses education to support students, families, and surrounding communities. Other 2024 grantees include organizations whose stated missions involve pet therapy, homelessness services, community philanthropy, motor vehicle history, and the arts.
Grantmaking
In 2024, the foundation made 26 grants totaling $315,000. Grant amounts ranged from $5,000 to $40,000, with a median of $10,000. Its largest listed grants were $40,000 to Reflective Inc, $25,000 to The American Academy of Developmental Medicine and Dentistry Student Chapter, and $20,000 each to Durham Museum and Hands Across Matthews. Other listed recipients included Academy of St Elizabeth ($15,000), Open Door Sports ($15,000), Lake Hopatcong Foundation ($13,000), and Caring for Cambodia ($12,000).
How to Apply
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
Ready to take the next step with The James P Verhalen Family Fdn Inc?
Geographic Focus
Where this funder awards grants
The 2024 grant dollars went to recipients in multiple states. The largest shares were reported for Maryland (22%), California (17%), Virginia (14%), New Jersey (14%), and Nebraska (10%).
Grant Distribution by State
Share of 2024 grant dollars across all 26 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $308K (2020) to $340K (2021). In 2024 it made 26 grants totaling $315K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Reflective Inc ($40K). Together the top 10 received $180K.
Grant Size Distribution
127 grants across all recorded years
The most common grant size was under $50K: 127 grants of 127 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Reflective Inc San Francisco, CA | Charitable | $40,000 |
| The American Academy of Developmental Medicine and Dentistry Student Chapte Richmond, VA | Charitable | $25,000 |
| Durham Museum Omaha, NE | Charitable | $20,000 |
| Hands Across Matthews Matthews, VA | Charitable | $20,000 |
| Academy of St Elizabeth Convent Station, NJ | Charitable | $15,000 |
| Open Door Sports Kensington, MD | Charitable | $15,000 |
| Lake Hopatcong Foundation Landing, NJ | Charitable | $13,000 |
| Caring for Cambodia Austin, TX | Charitable | $12,000 |
| A Time to Heal Foundation Omaha, NM | Charitable | $10,000 |
| Classic Motor Museum of St Michaels St Michaels, MD | Charitable | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $4,346,972 | $808,376 | $404,172 | $315,000 |
| 2023 | $3,950,981 | $186,408 | $396,494 | $315,000 |
| 2022 | $4,161,067 | $17,755 | $420,526 | $314,000 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,346,972 | $3,950,981 | $4,161,067 |
| Revenue | $808,376 | $186,408 | $17,755 |
| Expenses | $404,172 | $396,494 | $420,526 |
| Qualifying Distributions | $315,000 | $315,000 | $314,000 |
| Net Investment Income | $677,666 | $199,843 | $78,842 |
| Distributable Amount | $320,411 | $308,311 | $320,890 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Joyce Pandolfi as president; Philip William Verhalen as secretary and treasurer; and Ann Scocco, Susan Dyer, James P Verhalen Jr, Andrew Verhalen, and Kristina Turner as trustees.
The James P Verhalen Family Fdn Inc is led by Joyce Pandolfi, President on every filing since 2020; none of the 7 officers listed in 2024 report compensation.
Officers on the 2024 filing
Joyce Pandolfi
President
On filings since 2020
2 hrs/week
No compensation reported
Andrew Verhalen
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Ann Scocco
Trustee
On filings since 2020
2 hrs/week
No compensation reported
James P. Verhalen Jr.
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Kristina Turner
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Susan Dyer
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Philip William Verhalen
Secretary & Treasurer
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 168 Water Street, Stonington, CT 06378
Phone: (860) 535-8105
Frequently asked questions about The James P Verhalen Family Fdn Inc
How much does The James P Verhalen Family Fdn Inc give each year?
The James P Verhalen Family Fdn Inc gave $315K across 26 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $315K across 28 grants.
What is The James P Verhalen Family Fdn Inc's typical grant size?
The James P Verhalen Family Fdn Inc's median grant in 2024 was $10,000, and its average grant was $12,115, across 26 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The James P Verhalen Family Fdn Inc that year got $13K on average.
Where does The James P Verhalen Family Fdn Inc give grants?
The James P Verhalen Family Fdn Inc's top state is Maryland, with 22% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were California (17%) and Virginia (14%). The most frequent recipient cities were Stonington, CT (3 grants), Easton, MD (3 grants) and Landing, NJ (2 grants).
Does The James P Verhalen Family Fdn Inc give general operating support?
Not in 2024: none of the 26 grants with a stated purpose on The James P Verhalen Family Fdn Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (26 grants).
Who are The James P Verhalen Family Fdn Inc's largest grantees?
The James P Verhalen Family Fdn Inc's largest 2024 grantees include Reflective Inc ($40,000), The American Academy of Developmental Medicine and Dentistry Student Chapte ($25,000) and Durham Museum ($20,000), according to its 2024 IRS Form 990-PF. Together they received 27% of its itemized 2024 grant dollars.
How large is The James P Verhalen Family Fdn Inc?
The James P Verhalen Family Fdn Inc reported $4.3M in total assets on its 2024 IRS Form 990-PF. It paid out $315K in qualifying distributions that year, against a required minimum of $320K (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 The James P Verhalen Family Fdn Inc fund?
The foundation’s stated purpose is to make contributions to preselected charitable organizations. Its 2024 grants show support for organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from The James P Verhalen Family Fdn 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 James P Verhalen Family Fdn Inc's EIN?
The James P Verhalen Family Fdn Inc's EIN (Employer Identification Number) is 22-3694939. IRS Form 990 filing data is available on this page for 2020–2024.
Does The James P Verhalen Family Fdn 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.
Here's the math on researching The James P Verhalen Family Fdn Inc by hand.
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Cite this profile
Grantable. (2026). The James P Verhalen Family Fdn Inc funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/the-james-p-verhalen-family-fdn-inc-morg_5952a97401e543aa914beedd3027ef52
BibTeX
@misc{grantable_223694939_2026,
author = {{Grantable}},
title = {{The James P Verhalen Family Fdn Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-james-p-verhalen-family-fdn-inc-morg_5952a97401e543aa914beedd3027ef52},
note = {Accessed 2026-10-04. 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 James P Verhalen Family Fdn 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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