HALSTEAD FAMILY FOUNDATION INC

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Cite this

Plain text HALSTEAD FAMILY FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2014–2024. https://furp.org/org/halstead-family-foundation-inc-461196443. Retrieved 2026-11-07.

APA furp.org. (n.d.). HALSTEAD FAMILY FOUNDATION INC [Nonprofit organization profile; tax years 2014–2024]. Retrieved November 7, 2026, from https://furp.org/org/halstead-family-foundation-inc-461196443

MLA “HALSTEAD FAMILY FOUNDATION INC.” furp.org, tax years 2014–2024, https://furp.org/org/halstead-family-foundation-inc-461196443. Accessed 7 Nov. 2026.

Retrieved 2026-11-07; covers tax years 2014–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990PF · revenue $633K · expenses $602K · assets $7.5M

Also known as
c/o SMITH HOWARD ADVISORY LLC
EIN
46-1196443
Address
271 17TH ST NW STE 2100, ATLANTA, GA 30363-6213
NTEE code
T22 Private Independent Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
December 2012 (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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

8 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Patrick Klesius BOARD MEMBER2014-2024 $47,868$359,867 2
Elaine Klesius BOARD MEMBER2014-2024 $25,275$201,228 2
Jeff Bergford BOARD MEMBER2014-2024 $25,275$201,228 2
Stephen Klesius BOARD MEMBER2014-2024 $25,275$197,945 2
Dawn Bergford BOARD MEMBER2015-2024 $25,275$193,079 2
Sandra Alpizar (former) BOARD MEMBER2014-2016 $3,917$21,279 2
Dawn Green (former) BOARD MEMBER2014 $5,700$5,700 2
Winston Tucker (former) BOARD MEMBER2023 $3,040$3,040 1

People by year

2024 · 5 people listed · 5 paid, $149K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICK KLESIUS BOARD MEMBER0 $47,868-$0 $47,8682
DAWN BERGFORD BOARD MEMBER0 $25,275-$0 $25,2752
ELAINE KLESIUS BOARD MEMBER0 $25,275-$0 $25,2752
JEFF BERGFORD BOARD MEMBER0 $25,275-$0 $25,2752
STEPHEN KLESIUS BOARD MEMBER0 $25,275-$0 $25,2752
2023 · 6 people listed · 6 paid, $149K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICK KLESIUS BOARD MEMBER0 $46,982-$0 $46,9822
DAWN BERGFORD BOARD MEMBER0 $24,807-$0 $24,8072
ELAINE KLESIUS BOARD MEMBER0 $24,807-$0 $24,8072
JEFF BERGFORD BOARD MEMBER0 $24,807-$0 $24,8072
STEPHEN KLESIUS BOARD MEMBER0 $24,807-$0 $24,8072
WINSTON TUCKER BOARD MEMBER0 $3,040-$0 $3,0401
2022 · 5 people listed · 5 paid, $136K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICK KLESIUS BOARD MEMBER0 $43,821-$0 $43,8212
DAWN BERGFORD BOARD MEMBER0 $22,999-$0 $22,9992
ELAINE KLESIUS BOARD MEMBER0 $22,999-$0 $22,9992
JEFF BERGFORD BOARD MEMBER0 $22,999-$0 $22,9992
STEPHEN KLESIUS BOARD MEMBER0 $22,999-$0 $22,9992
2021 · 5 people listed · 5 paid, $128K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICK KLESIUS BOARD MEMBER0 $41,675-$0 $41,6752
DAWN BERGFORD BOARD MEMBER0 $21,477-$0 $21,4772
ELAINE KLESIUS BOARD MEMBER0 $21,477-$0 $21,4772
JEFF BERGFORD BOARD MEMBER0 $21,477-$0 $21,4772
STEPHEN KLESIUS BOARD MEMBER0 $21,477-$0 $21,4772
2020 · 5 people listed · 5 paid, $120K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICK KLESIUS BOARD MEMBER0 $38,808-$0 $38,8082
DAWN BERGFORD BOARD MEMBER0 $20,411-$0 $20,4112
ELAINE KLESIUS BOARD MEMBER0 $20,411-$0 $20,4112
JEFF BERGFORD BOARD MEMBER0 $20,411-$0 $20,4112
STEPHEN KLESIUS BOARD MEMBER0 $20,411-$0 $20,4112
2019 · 5 people listed · 5 paid, $110K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICK KLESIUS BOARD MEMBER0 $34,415-$0 $34,4152
DAWN BERGFORD BOARD MEMBER0 $18,859-$0 $18,8592
ELAINE KLESIUS BOARD MEMBER0 $18,859-$0 $18,8592
JEFF BERGFORD BOARD MEMBER0 $18,859-$0 $18,8592
STEPHEN KLESIUS BOARD MEMBER0 $18,859-$0 $18,8592
2018 · 5 people listed · 5 paid, $105K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICK KLESIUS BOARD MEMBER0 $33,075-$0 $33,0752
DAWN BERGFORD BOARD MEMBER0 $18,000-$0 $18,0002
ELAINE KLESIUS BOARD MEMBER0 $18,000-$0 $18,0002
JEFF BERGFORD BOARD MEMBER0 $18,000-$0 $18,0002
STEPHEN KLESIUS BOARD MEMBER0 $18,000-$0 $18,0002
2017 · 5 people listed · 5 paid, $93K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICK KLESIUS BOARD MEMBER0 $30,266-$0 $30,2662
DAWN BERGFORD BOARD MEMBER0 $15,598-$0 $15,5982
ELAINE KLESIUS BOARD MEMBER0 $15,598-$0 $15,5982
JEFF BERGFORD BOARD MEMBER0 $15,598-$0 $15,5982
STEPHEN KLESIUS BOARD MEMBER0 $15,598-$0 $15,5982
2016 · 6 people listed · 6 paid, $83K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICK KLESIUS BOARD MEMBER0 $23,457-$0 $23,4572
ELAINE KLESIUS BOARD MEMBER0 $14,302-$0 $14,3022
JEFF BERGFORD BOARD MEMBER0 $14,302-$0 $14,3022
DAWN BERGFORD BOARD MEMBER0 $13,990-$0 $13,9902
STEPHEN KLESIUS BOARD MEMBER0 $13,157-$0 $13,1572
SANDRA ALPIZAR BOARD MEMBER0 $3,917-$0 $3,9172
2015 · 6 people listed · 6 paid, $74K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ELAINE KLESIUS BOARD MEMBER0 $13,000-- $13,0002
JEFF BERGFORD BOARD MEMBER0 $13,000-- $13,0002
PATRICK KLESIUS BOARD MEMBER0 $13,000-- $13,0002
DAWN BERGFORD BOARD MEMBER0 $11,663-- $11,6632
SANDRA ALPIZAR BOARD MEMBER0 $11,662-- $11,6622
STEPHEN KLESIUS BOARD MEMBER0 $11,662-- $11,6622
2014 · 6 people listed · 6 paid, $37K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ELAINE KLESIUS BOARD MEMBER1 $6,500-- $6,5002
JEFF BERGFORD BOARD MEMBER1 $6,500-- $6,5002
PATRICK KLESIUS BOARD MEMBER1 $6,500-- $6,5002
DAWN GREEN BOARD MEMBER1 $5,700-- $5,7002
SANDRA ALPIZAR BOARD MEMBER1 $5,700-- $5,7002
STEPHEN KLESIUS BOARD MEMBER1 $5,700-- $5,7002

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 · 23 grants to organizations · $325K
2023 · 21 grants to organizations · $300K
2022 · 21 grants to organizations · $328K
2021 · 4 grants to organizations · $100K
2020 · 19 grants to organizations · $300K
2019 · 18 grants to organizations · $250K
2018 · 17 grants to organizations · $268K
2017 · 14 grants to organizations · $240K
2016 · 14 grants to organizations · $265K
2015 · 16 grants to organizations · $310K
2014 · 15 grants to organizations · $290K

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

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

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 2024-12-31 · view filing · original 990 ↗
$632,505$602,462 $7,545,332$7,536,339 $0- $148,968--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$424,582$569,536 $7,515,279$7,506,296 $0- $149,250--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$163,664$578,530 $7,664,184$7,651,250 $0- $135,817--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$694,480$339,572 $8,070,926$8,066,115 $0- $127,583--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$419,163$533,019 $7,715,485$7,711,253 $0- $120,452--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$563,992$473,206 $7,829,151$7,825,155 $0- $109,851--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$580,148$490,959 $7,738,293$7,734,369 $0- $105,075--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$393,259$439,960 $7,649,821$7,645,180 $0- $92,658--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$139,923$459,785 $7,695,610$7,691,881 $0- $83,125--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$352,781$510,277 $8,014,022$8,011,743 $0- $73,987--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$307,076$364,054 $8,164,887$8,162,787 $0- $36,600--

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

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

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

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
STAHL FAMILY FOUNDATION INCGAT22 $601,565$627,589 President/Treasurer/Secretary$0 Same NTEE code T22, revenue within 2x, same state, similar name
FICKLING FAMILY FOUNDATION INCGAT22 $670,274$280,229 Pres/Dir.$0 Same NTEE code T22, revenue within 2x, same state, similar name
DAVID A BALL FAMILY FOUNDATION INCGAT22 $686,059$518,571 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state, similar name
ONEILL FAMILY FOUNDATIONGAT22 $575,380$95,032 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state, similar name
HENAGAN FOUNDATION INCGAT22 $708,642$364,287 SECRETARY/TREASURER$0 Same NTEE code T22, revenue within 2x, same state, similar name
WILLIAM WARREN BALL FAMILY FOUNDATION INCGAT22 $636,684$669,976 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state, similar name
ELLIS FOUNDATION INCGAT22 $646,670$3,802,206 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state, similar name
LUMOS FOUNDATION INCGAT22 $700,262$276,297 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state, similar name
BRYANS FOUNDATION INCGAT22 $603,940$296,104 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state, similar name
S GLASS FOUNDATION INCGAT22 $673,079$865,691 CFO/SECRETARY$0 Same NTEE code T22, revenue within 2x, same state
THE ANTINORI FOUNDATION INCGAT22 $709,085$502,636 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
ROGERS-SLATER FOUNDATION INCGAT22 $682,374$333,473 VICE CHAIR$0 Same NTEE code T22, revenue within 2x, same state
WAYNE & MELISSA MOXLEY FOUNDATION INCGAT22 $573,599$114,197 President$0 Same NTEE code T22, revenue within 2x, same state
PAUL AND COURTNEY AMOS FOUNDATION INCGAT22 $658,858$597,232 President$0 Same NTEE code T22, revenue within 2x, same state
MYFIFIDENT FOUNDATIONGAT22 $652,126$433,172 TREASURER$109,033 Same NTEE code T22, revenue within 2x, same state
THE T RUBEN JONES FOUNDATIONGAT22 $681,057$375,541 Trustee$0 Same NTEE code T22, revenue within 2x, same state
LORD FAMILY FOUNDATION INCAZT22 $637,449$116,852 PRESIDENT / TREASURER$0 Same NTEE code T22, revenue within 2x, similar name
WERTH FAMILY FOUNDATION INCCTT22 $653,842$844,129 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
LEMMON FAMILY FOUNDATION INCOHT22 $659,265$968,720 President$0 Same NTEE code T22, revenue within 2x, similar name
SUMAS FAMILY FOUNDATION INCNJT22 $602,039$636,212 President$0 Same NTEE code T22, revenue within 2x, similar name
ADLER FAMILY FOUNDATION INCMDT22 $664,564$148,548 VICE PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
PRICE FAMILY FOUNDATION INCFLT22 $598,540$505,354 PRESIDENT, TREASURER$0 Same NTEE code T22, revenue within 2x, similar name
KRONTHAL FAMILY FOUNDATION INCNJT22 $600,630$617,953 President$0 Same NTEE code T22, revenue within 2x, similar name
HART FAMILY FOUNDATIONOHT22 $709,192$264,832 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
PICCHI FAMILY FOUNDATION INCFLT22 $639,564$442,763 DIRECTOR$15,000 Same NTEE code T22, revenue within 2x, 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).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
CATHERINE C WARREN CHARITABLE TRUST UA DTD 02122001 $2,340,4009 2Private foundation2016–2024 DAVID A BALL FAMILY FOUNDATION INC; WILLIAM WARREN BALL FAMILY FOUNDATION 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 · $602,462 spent · pay $148,968 · grants $325,000 · events $28,694
LineAs describedTotalShare
Contributions, gifts, grants paid $325,000 53.9%
Pay: officers, directors, trustees $148,968 24.7%
Other expenses $62,274 10.3%
Travel, conferences and meetings $28,694 4.8%
Fees: accounting $25,190 4.2%
Taxes $11,506 1.9%
Fees: legal $830 0.1%
Total$602,462100%

View the filing

2023 · Form 990PF · $569,536 spent · pay $149,250 · grants $300,000 · events $13,846
LineAs describedTotalShare
Contributions, gifts, grants paid $300,000 52.7%
Pay: officers, directors, trustees $149,250 26.2%
Other expenses $58,117 10.2%
Fees: accounting $28,671 5.0%
Taxes $19,511 3.4%
Travel, conferences and meetings $13,846 2.4%
Fees: legal $141 0.0%
Total$569,536100%

View the filing

2022 · Form 990PF · $578,530 spent · pay $140,317 · grants $327,500 · events $12,178
LineAs describedTotalShare
Contributions, gifts, grants paid $327,500 56.6%
Pay: officers, directors, trustees $135,817 23.5%
Other expenses $58,904 10.2%
Taxes $24,018 4.2%
Fees: accounting $14,851 2.6%
Travel, conferences and meetings $12,178 2.1%
Other salaries and wages $4,500 0.8%
Fees: legal $762 0.1%
Total$578,530100%

View the filing

2021 · Form 990PF · $339,572 spent · pay $127,583 · grants $100,000 · events $18,735
LineAs describedTotalShare
Pay: officers, directors, trustees $127,583 37.6%
Contributions, gifts, grants paid $100,000 29.4%
Other expenses $64,228 18.9%
Travel, conferences and meetings $18,735 5.5%
Fees: accounting $18,385 5.4%
Taxes $10,348 3.0%
Fees: legal $293 0.1%
Total$339,572100%

View the filing

2020 · Form 990PF · $533,019 spent · pay $120,452 · grants $300,000 · events $9,342
LineAs describedTotalShare
Contributions, gifts, grants paid $300,000 56.3%
Pay: officers, directors, trustees $120,452 22.6%
Other expenses $59,339 11.1%
Fees: accounting $22,670 4.3%
Taxes $20,835 3.9%
Travel, conferences and meetings $9,342 1.8%
Fees: legal $381 0.1%
Total$533,019100%

View the filing

2019 · Form 990PF · $473,206 spent · pay $109,851 · grants $250,000 · events $10,878
LineAs describedTotalShare
Contributions, gifts, grants paid $250,000 52.8%
Pay: officers, directors, trustees $109,851 23.2%
Other expenses $58,731 12.4%
Taxes $22,036 4.7%
Fees: accounting $21,550 4.6%
Travel, conferences and meetings $10,878 2.3%
Fees: legal $160 0.0%
Total$473,206100%

View the filing

2018 · Form 990PF · $490,959 spent · pay $105,075 · grants $268,500 · events $15,146
LineAs describedTotalShare
Contributions, gifts, grants paid $268,500 54.7%
Pay: officers, directors, trustees $105,075 21.4%
Other expenses $61,428 12.5%
Fees: accounting $23,900 4.9%
Taxes $16,775 3.4%
Travel, conferences and meetings $15,146 3.1%
Fees: legal $135 0.0%
Total$490,959100%

View the filing

2017 · Form 990PF · $439,960 spent · pay $92,658 · grants $240,000 · events $5,080
LineAs describedTotalShare
Contributions, gifts, grants paid $240,000 54.6%
Pay: officers, directors, trustees $92,658 21.1%
Other expenses $61,031 13.9%
Fees: accounting $32,900 7.5%
Taxes $7,976 1.8%
Travel, conferences and meetings $5,080 1.2%
Fees: legal $315 0.1%
Total$439,960100%

View the filing

2016 · Form 990PF · $459,785 spent · pay $83,125 · grants $265,000 · events $11,489
LineAs describedTotalShare
Contributions, gifts, grants paid $265,000 57.6%
Pay: officers, directors, trustees $83,125 18.1%
Other expenses $60,441 13.1%
Fees: accounting $26,085 5.7%
Travel, conferences and meetings $11,489 2.5%
Taxes $8,415 1.8%
Printing and publications $5,000 1.1%
Fees: legal $230 0.1%
Total$459,785100%

View the filing

2015 · Form 990PF · $510,277 spent · pay $73,987 · grants $310,000 · events $8,152
LineAs describedTotalShare
Contributions, gifts, grants paid $310,000 60.8%
Pay: officers, directors, trustees $73,987 14.5%
Other expenses $64,075 12.6%
Fees: accounting $36,125 7.1%
Taxes $17,318 3.4%
Travel, conferences and meetings $8,152 1.6%
Fees: legal $620 0.1%
Total$510,277100%

View the filing

2014 · Form 990PF · $364,054 spent · pay $36,600 · grants $290,000 · events $2,642
LineAs describedTotalShare
Contributions, gifts, grants paid $290,000 79.7%
Pay: officers, directors, trustees $36,600 10.1%
Fees: other professional $19,355 5.3%
Fees: accounting $10,450 2.9%
Taxes $5,007 1.4%
Travel, conferences and meetings $2,642 0.7%
Total$364,054100%

View the filing

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