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HALSTATT CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HALSTATT CHARITABLE FOUNDATION (EIN 46-3685970)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-30
IRS object ID
202642119349101319
Schema version
2025v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-30T12:57:03-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463685970EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Halstatt Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlHALSBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKatherine G SproulPersonNm
Person TitleTreasurerPersonTitleTxt
Phone8008391754PhoneNum
Signature2026-06-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,824,637FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,823InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,823InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$123,484DividendsRevAndExpnssAmt
Dividends Net Invst Incm$123,484DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$129,307TotalRevAndExpnssAmt
Total Net Invst Incm$129,307TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$3,300TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$21,994OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$21,994OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,294TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$21,994TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$87,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$87,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$112,494TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$109,194TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,813ExcessRevenueOverExpensesAmt
Net Investment Income$129,307NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$372,574SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$165,427SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$165,427SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,906,924CorporateStockBOYAmt
Corporate Stock EOY$4,130,884CorporateStockEOYAmt
Corporate Stock EOYFMV$5,659,210CorporateStockEOYFMVAmt
Total Assets BOY$4,279,498TotalAssetsBOYAmt
Total Assets EOY$4,296,311TotalAssetsEOYAmt
Total Assets EOYFMV$5,824,637TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,279,498RetainedEarningBOYAmt
Retained Earning EOY$4,296,311RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,279,498TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,296,311TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,279,498TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,296,311TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,279,498TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,813ExcessRevenueOverExpensesAmt
Subtotal$4,296,311SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,296,311TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,797InvestmentIncomeExciseTaxAmt
Subtotal$1,797SubtotalAmt
Tax Based On Investment Income$1,797TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,312EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,812TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$15OverpaymentAmt
Applied To ES Tax$15AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Patrick George
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Katherine Gordon Sproul
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas1.0$0$0$0
Juliet Anne Sproul
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec1.0$0$0$0
Jennifer S Sullivan
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,244,916AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$202,094AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,447,010TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,447,010AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$81,705CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,365,305NetVlNoncharitableAssetsAmt
Minimum Investment Return$268,265MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$268,265MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,797TaxBasedOnInvestmentIncomeAmt
Total Tax$1,797TotalTaxAmt
Distributable Before Adj$266,468DistributableBeforeAdjAmt
Distributable Before Ded$266,468DistributableBeforeDedAmt
Distributable As Adjusted$266,468DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$109,194ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$109,194QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$266,468DistributableAsAdjustedAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Excess Distribution Cyov Yr1$42,292ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$42,292TotalExcessDistributionCyovAmt
Qualifying Distributions$109,194QualifyingDistributionsAmt
Applied To Current Year$109,194AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$42,292ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$42,292ExcessDistributionCyovAppCYAmt
Undistributed Income CY$114,982UndistributedIncomeCYAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEDFORD HISTORICAL SOCIETY
PO BOX 491BEDFORDNY10506N/APCGeneral & Unrestricted$2,000
BEDFORD PLAYHOUSE INC
633 OLD POST RDBEDFORDNY10506N/APCGeneral & Unrestricted$1,600
BEDFORD RIDING LANES ASSOCIATION INC
PO BOX 178BEDFORDNY10506N/APCGeneral & Unrestricted$1,400
GIGIS PLAYHOUSE INC - SUGAR LAND LLC
13003 SW FREEWAY STE 170STAFFORDTX77477N/APCGeneral & Unrestricted$500
GRACE PLACE FOR CHILDREN AND FAMILIES INC
4300 21ST AVE SWNAPLESFL34116N/APCA child from Grace Place design and color our Christmas card graphic$1,500
HABITAT FOR HUMANITY OF COLLIER COUNTY INC
11145 TAMIAMI TRL ENAPLESFL34113N/APCHalstatt Employee Day to Help$1,500
HABITAT FOR HUMANITY OF COLLIER COUNTY INC
11145 TAMIAMI TRL ENAPLESFL34113N/APCCharitable Event$2,000
LAKE PARK PARENT TEACHER ORGANIZATION INC
1295 14TH AVE NNAPLESFL34102N/APCCharitable Event$1,200
LEUKEMIA & LYMPHOMA SOCIETY NATIONAL CAPITAL AREA
5845 RICHMOND HWY STE 800ALEXANDRIAVA22303N/APCStudent Visionaries of the Year Campaign$1,000
MADOO CONSERVANCY INC
PO BOX 362SAGAPONACKNY11962N/APCGeneral & Unrestricted$2,000
NAPLES BOTANICAL GARDEN INC
4820 BAYSHORE DRNAPLESFL34112N/APCCooperative Learning Scholarship Fund$50,000
NAPLES BOTANICAL GARDEN INC
4820 BAYSHORE DRNAPLESFL34112N/APCCharitable Event$15,000
PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA
1200 N QUAKER LNALEXANDRIAVA22302N/APCGeneral & Unrestricted$5,000
RUSTICUS GARDEN CLUB INC
PO BOX 732BEDFORDNY10506N/APCGeneral & Unrestricted$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$87,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,823ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$123,484ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$129,307ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$129,307TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BARCLAYS BK PLC IPATH ETN$208,840$317,278
ISHARES BARCLAYS US AGGREGATE$445,345$414,902
ISHARES DOW JONES US REAL ESTA$245,725$276,506
ISHARES IBOXX $ HIGH YIELD COR$135,985$134,330
ISHARES S&P 500 INDEX FD$943,865$1,660,979
ISHARES TR S & P MIDCAP 400 IN$379,721$607,200
VANGUARD FTSE DEVELOPED MARKET$661,588$954,541
VANGUARD FTSE EMERGING MARKETS$426,206$508,032
VANGUARD SM-CAP ETF$242,074$392,600
VANGUARD TOTAL INTL BD IDX ETF$441,535$392,842

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$21,969$21,969
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2025$1,200
990-PF Extension for 2024$2,100

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