HALVORSEN FAMILY FOUNDATION

Cite this

Plain text HALVORSEN FAMILY FOUNDATION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/halvorsen-family-foundation-061603158. Retrieved 2026-10-29.

APA furp.org. (n.d.). HALVORSEN FAMILY FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 29, 2026, from https://furp.org/org/halvorsen-family-foundation-061603158

MLA “HALVORSEN FAMILY FOUNDATION.” furp.org, tax years 2010–2024, https://furp.org/org/halvorsen-family-foundation-061603158. Accessed 29 Oct. 2026.

Retrieved 2026-10-29; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $35.2M · expenses $34.5M · assets $365.4M

Also known as
C/O OLE ANDREAS HALVORSEN TRUSTEE
EIN
06-1603158
Address
VIKING 600 WASHINGTON BLVD 11TH F, STAMFORD, CT 06901-0000
NTEE code
T90
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
February 2002 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 2 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Ole Andreas Halvorsen TRUSTEE2010-2024 0 $0 reported 1
Diane K Halvorsen TRUSTEE2010-2024 0 $0 reported 1

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
OLE ANDREAS HALVORSEN TRUSTEE0 $0-$0 $01
DIANE K HALVORSEN TRUSTEE0 $0-$0 $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
OLE ANDREAS HALVORSEN TRUSTEE0 $0-$0 $01
DIANE K HALVORSEN TRUSTEE0 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
OLE ANDREAS HALVORSEN TRUSTEE0 $0-$0 $01
DIANE K HALVORSEN TRUSTEE0 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
OLE ANDREAS HALVORSEN TRUSTEE0 $0-$0 $01
DIANE K HALVORSEN TRUSTEE0 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
OLE ANDREAS HALVORSEN TRUSTEE0 $0-$0 $01
DIANE K HALVORSEN TRUSTEE0 $0-$0 $01
2019 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
OLE ANDREAS HALVORSEN TRUSTEE0 $0-$0 $01
DIANE K HALVORSEN TRUSTEE0 $0-$0 $01
2018 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
OLE ANDREAS HALVORSEN TRUSTEE0 $0-$0 $01
DIANE K HALVORSEN TRUSTEE0 $0-$0 $01
2017 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
OLE ANDREAS HALVORSEN TRUSTEE0 $0-$0 $01
DIANE K HALVORSEN TRUSTEE0 $0-$0 $01
2016 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
OLE ANDREAS HALVORSEN TRUSTEE0 $0-$0 $01
DIANE K HALVORSEN TRUSTEE0 $0-$0 $01
2015 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
OLE ANDREAS HALVORSEN TRUSTEE0 $0-$0 $01
DIANE K HALVORSEN TRUSTEE0 $0-$0 $01
2010 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
OLE ANDREAS HALVORSEN TRUSTEE0 $0-$0 $01
DIANE K HALVORSEN TRUSTEE0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 33 grants to organizations · $34.5M
2023 · 18 grants to organizations · $20.9M
2022 · 24 grants to organizations · $14.6M
2021 · 28 grants to organizations · $13.3M
2020 · 9 grants to organizations · $9.3M
2019 · 7 grants to organizations · $7.1M
2018 · 1 grant to organizations · $7.5M
2017 · 1 grant to organizations · $440K
2010 · 6 grants to organizations · $5.7M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $34.5M
#ContributorTypeCity, stateTotalNoncashSource
1 OLE ANDREAS HALVORSEN Person DARIEN, CT $34,511,225- Form 990PF Sch. B, 2024 · filing
2023 · 1 contributor · $20.9M
#ContributorTypeCity, stateTotalNoncashSource
1 OLE ANDREAS HALVORSEN Person DARIEN, CT $20,910,287- Form 990PF Sch. B, 2023 · filing
2022 · 1 contributor · $2.1M
#ContributorTypeCity, stateTotalNoncashSource
1 OLE ANDREAS HALVORSEN Person DARIEN, CT $2,093,450- Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $4.0M
#ContributorTypeCity, stateTotalNoncashSource
1 OLE ANDREAS HALVORSEN Person DARIEN, CT $4,015,116- Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $4.3M
#ContributorTypeCity, stateTotalNoncashSource
1 OLE ANDREAS HALVORSEN Person DARIEN, CT $4,266,900- Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $7.1M
#ContributorTypeCity, stateTotalNoncashSource
1 OLE ANDREAS HALVORSEN Person DARIEN, CT $7,134,171- Form 990PF Sch. B, 2019 · filing
2018 · 1 contributor · $16K
#ContributorTypeCity, stateTotalNoncashSource
1 OLE ANDREAS HALVORSEN Person DARIEN, CT $16,500- Form 990PF Sch. B, 2018 · filing
2017 · 1 contributor · $10K
#ContributorTypeCity, stateTotalNoncashSource
1 OLE ANDREAS HALVORSEN Person DARIEN, CT $10,500- Form 990PF Sch. B, 2017 · filing
2016 · 1 contributor · $11K
#ContributorTypeCity, stateTotalNoncashSource
1 OLE ANDREAS HALVORSEN Organization or other DARIEN, CT $11,100- Form 990PF Sch. B, 2016 · filing
2015 · 1 contributor · $24K
#ContributorTypeCity, stateTotalNoncashSource
1 OLE ANDREAS HALVORSEN Person DARIEN, CT $23,688- Form 990PF Sch. B, 2015 · filing
2010 · 2 contributors · $398K
#ContributorTypeCity, stateTotalNoncashSource
2 DIANE K HALVORSEN Person STOWE, VT $375,000- Form 990PF Sch. B, 2010 · filing
1 OLE ANDREAS HALVORSEN Person DARIEN, CT $23,161- Form 990PF Sch. B, 2010 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-11-30 · view filing · original 990 ↗
$35,169,177$34,534,700 $365,424,634$365,424,634 $34,511,225- $0--
2023 · Form 990PF period ending 2024-11-30 · view filing · original 990 ↗
$21,439,948$21,087,352 $322,046,466$322,046,466 $20,910,287- $0--
2022 · Form 990PF period ending 2023-11-30 · view filing · original 990 ↗
$15,475,263$14,608,500 $265,562,093$265,182,093 $2,093,450- $0--
2021 · Form 990PF period ending 2022-11-30 · view filing · original 990 ↗
$4,015,208$13,315,800 $235,306,066$235,306,066 $4,015,116- $0--
2020 · Form 990PF period ending 2021-11-30 · view filing · original 990 ↗
$4,266,900$9,324,900 $301,427,167$301,427,167 $4,266,900- $0--
2019 · Form 990PF period ending 2020-11-30 · view filing · original 990 ↗
$7,138,093$7,150,382 $247,485,930$247,485,930 $7,134,171- $0--
2018 · Form 990PF period ending 2019-11-30 · view filing · original 990 ↗
$2,624,910$7,468,678 $184,722,221$184,722,221 $16,500- $0--
2017 · Form 990PF period ending 2018-11-30 · view filing · original 990 ↗
$137,184$450,700 $152,925,546$152,925,546 $10,500- $0--
2016 · Form 990PF period ending 2017-11-30 · view filing · original 990 ↗
$11,100$11,100 $146,123,798$146,123,798 $11,100- $0--
2015 · Form 990PF period ending 2016-11-30 · view filing · original 990 ↗
$23,705$23,688 $120,050,688$120,050,688 $23,688- $0--
2010 · Form 990PF period ending 2011-11-30 · view filing · original 990 ↗
$2,767,981$5,739,402 $16,240,974$16,240,974 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
MICKY ELLIOTT FAMILY FOUNDATIONTXT90 $39,499,085$1,562,930 PRESIDENT$0 Same NTEE code T90, revenue within 2x, similar name
THE LIEGL FAMILY FOUNDATION INCILT90 $26,578,059$1,487,329 PRESIDENT$0 Same NTEE code T90, revenue within 2x, similar name
BLUHM FAMILY CHARITABLE FOUNDATIONILT90 $24,166,969$13,206,647 TRUSTEE$0 Same NTEE code T90, revenue within 2x
ADP FOUNDATIONNJT90 $20,758,337$17,748,188 TRUSTEE$0 Same NTEE code T90, revenue within 2x
BNSF FOUNDATIONTXT90 $28,277,994$7,060,666 PRESIDENT & DIRECTOR$0 Same NTEE code T90, revenue within 2x
LYNCH FOUNDATIONMAT90 $31,959,328$11,135,719 EXECUTIVE DIRECTOR$675,695 Same NTEE code T90, revenue within 2x
RESONANCE FOUNDATIONNYT90 $19,301,996$809,783 TRUSTEE$0 Same NTEE code T90, revenue within 2x
TENET HEALTHCARE FOUNDATIONTXT90 $21,065,169$1,669,148 BOARD MEMBER$0 Same NTEE code T90, revenue within 2x
LEONARD & BERYL BUCK FOUNDATIONMOT90 $62,821,444$42,648,171 INVESTMENT TRUSTEE$0 Same NTEE code T90, revenue within 2x
MITCHELL WOLFSON SR FOUNDATIONFLT90 $48,940,011$16,293,149 TRUSTEE$200,000 Same NTEE code T90, revenue within 2x
LAURA & ISAAC PERLMUTTER FOUNDATION INCFLT90 $24,972,343$22,078,276 DIRECTOR, TREASURER - DECEASED 6/6/25$100,000 Same NTEE code T90, revenue within 2x
ROCKEFELLER FAMILY FUND INCNYT90 $50,100,215$48,182,224 DIRECTOR & SECRETARY$849,232 Same NTEE code T90, revenue within 2x
HESS PHILANTHROPIC FUNDNYT90 $21,800,580$20,834,954 DIRECTOR$0 Same NTEE code T90, revenue within 2x
LAWYERS TRUST FUND OF ILLINOISILT90 $47,351,899$30,659,681 EXECUTIVE DIRECTOR$224,158 Same NTEE code T90, revenue within 2x
GORDON CHRISTIAN TRUSTMIT90 $56,062,484$30,810,662 TOP FINANCIAL OFFICIAL$0 Same NTEE code T90, revenue within 2x
THOMAS E RILEY CHARITABLE TRNYT90 $35,225,615$487,924 TRUSTEE$0 Same NTEE code T90, revenue within 2x
THE GLOBAL ORPHAN PROJECT INCMOT90 $32,340,298$26,416,435 PRESIDENT, CAREPORTAL$145,432 Same NTEE code T90, revenue within 2x
REA CHARITABLE TRUSTOHT90 $31,644,424$6,986,864 TRUSTEE$135,840 Same NTEE code T90, revenue within 2x
JOHN G KENEDY JR CHARITABLE TR -SURFACE ESTATE TRTXT90 $20,252,291$6,830,890 JO ANN WOFFORD, ADMINISTRATOR$213,363 Same NTEE code T90, revenue within 2x
LETA MCFARLIN CHAPMAN MEMORIAL TROKT90 $18,334,462$17,597,673 CORPORATE TRUSTEE$1,077,513 Same NTEE code T90, revenue within 2x
J A & LETA M CHAPMAN CHARITABLE TROKT90 $67,492,246$61,617,259 CORPORATE TRUSTEE$3,786,759 Same NTEE code T90, revenue within 2x
HOMETOWN FOUNDATION INCCTT90 $7,402,037$6,384,301 PRESIDENT$0 Same NTEE code T90, revenue within 5x, same state
LYFORD CAY FOUNDATION INCCTT90 $7,036,988$2,439,883 EXECUTIVE DIRECTOR$191,336 Same NTEE code T90, revenue within 5x, same state
NOBBS FAMILY FOUNDATIONCAT90 $11,087,019$8,913,977 TRUSTEE$189,271 Same NTEE code T90, revenue within 5x, similar name
TOWLE FAMILY FOUNDATIONCOT90 $10,048,335$2,944,097 President$0 Same NTEE code T90, revenue within 5x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
HELEN AND SANFORD DILLER FAMILY FOUNDATION Private foundation$86,018,33321 12018–2024 THE HELEN DILLER FAMILY FOUNDATION
LOS ALTOS COMMUNITY FOUNDATION DAF sponsor$75,000,0001 12024–2024 ANNE WOJCICKI FOUNDATION
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$34,613,06221 32012–2024 THE GLOBAL ORPHAN PROJECT INC; PRINCESS GRACE FOUNDATION; HOMETOWN FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$20,983,36536 72016–2024 ROCKEFELLER FAMILY FUND INC; THE GLOBAL ORPHAN PROJECT INC; PRINCESS GRACE FOUNDATION; SHAW FESTIVAL FOUNDATION and 3 more
NOVO FOUNDATION Private foundation$16,375,00016 12012–2024 ROCKEFELLER FAMILY FUND INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$8,184,72727 52014–2024 ROCKEFELLER FAMILY FUND INC; THE GLOBAL ORPHAN PROJECT INC; SHAW FESTIVAL FOUNDATION; LYFORD CAY FOUNDATION INC and 1 more
CHRISTIAN COMMUNITY FOUNDATION INC DAF sponsor$4,561,8505 12019–2024 THE GLOBAL ORPHAN PROJECT INC
SEQUOIA CLIMATE FOUNDATION Private foundation$4,500,0005 12020–2023 ROCKEFELLER FAMILY FUND INC
CRANKSTART FOUNDATION Private foundation$4,400,0004 12021–2024 ROCKEFELLER FAMILY FUND INC
FORD FOUNDATION Private foundation$4,202,50016 22011–2022 ROCKEFELLER FAMILY FUND INC; PRINCESS GRACE FOUNDATION
LILLY ENDOWMENT INC Private foundation$4,000,0001 12025–2025 THE GLOBAL ORPHAN PROJECT INC
FIDUCIARY CHARITABLE FOUNDATION DAF sponsor$3,843,4872 12023–2024 ROCKEFELLER FAMILY FUND INC
COMMUNITIES FOUNDATION OF TEXAS DAF sponsor$3,608,5815 22016–2019 NANCY ANN HUNT FOUNDATION; PRINCESS GRACE FOUNDATION
W K KELLOGG FOUNDATION Private foundation$3,552,20011 22011–2024 ROCKEFELLER FAMILY FUND INC; SHAW FESTIVAL FOUNDATION
FREEDOM TOGETHER FOUNDATION Private foundation$3,350,0008 12015–2023 ROCKEFELLER FAMILY FUND INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $34,534,700 spent · pay $0 · grants $34,502,270 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $34,502,270 99.9%
Fees: accounting $10,225 0.0%
Taxes $10,000 0.0%
Other expenses $8,010 0.0%
Interest $4,195 0.0%
Total$34,534,700100%

View the filing

2023 · Form 990PF · $21,087,352 spent · pay $0 · grants $20,884,778 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $20,884,778 99.0%
Taxes $188,460 0.9%
Fees: accounting $8,600 0.0%
Other expenses $3,070 0.0%
Interest $2,444 0.0%
Total$21,087,352100%

View the filing

2022 · Form 990PF · $14,608,500 spent · pay $0 · grants $14,595,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $14,595,000 99.9%
Fees: accounting $8,700 0.1%
Fees: other professional $4,750 0.0%
Other expenses $50 0.0%
Total$14,608,500100%

View the filing

2021 · Form 990PF · $13,315,800 spent · pay $0 · grants $13,306,826 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $13,306,826 99.9%
Fees: accounting $8,725 0.1%
Other expenses $249 0.0%
Total$13,315,800100%

View the filing

2020 · Form 990PF · $9,324,900 spent · pay $0 · grants $9,314,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $9,314,000 99.9%
Fees: accounting $10,900 0.1%
Total$9,324,900100%

View the filing

2019 · Form 990PF · $7,150,382 spent · pay $0 · grants $7,115,124 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $7,115,124 99.5%
Taxes $23,583 0.3%
Fees: accounting $11,675 0.2%
Total$7,150,382100%

View the filing

2018 · Form 990PF · $7,468,678 spent · pay $0 · grants $7,452,178 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $7,452,178 99.8%
Fees: accounting $11,500 0.2%
Taxes $5,000 0.1%
Total$7,468,678100%

View the filing

2017 · Form 990PF · $450,700 spent · pay $0 · grants $440,200 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $440,200 97.7%
Fees: accounting $10,500 2.3%
Total$450,700100%

View the filing

2016 · Form 990PF · $11,100 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Fees: accounting $11,100 100.0%
Total$11,100100%

View the filing

2015 · Form 990PF · $23,688 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Fees: accounting $11,500 48.5%
Taxes $10,651 45.0%
Fees: legal $1,537 6.5%
Total$23,688100%

View the filing

2010 · Form 990PF · $5,739,402 spent · pay $0 · grants $5,724,202 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $5,724,202 99.7%
Fees: accounting $10,200 0.2%
Taxes $5,000 0.1%
Total$5,739,402100%

View the filing

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