The Halstatt Charitable Foundation

EIN 463685970 Private Foundation

Lake Success, NY 11042 |(800) 839-1754

Total Given 2016–2024
$643K
101 grants · $71K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$3K
typical micro grants · $1K–$5K
grant size
31%
supporter · 19/62 multi-year
repeat
$5.1M
Assets (2024)
62
Distinct Recipients

About

As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets.The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions:During the taxable year ending December 31, 2019, the Foundation made distributions from assets from sources other than current income.Collectively, the distributions in excess of current income totaled $251,500. This amount represents 25% or more of the Foundation's net assets of $581,802 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2019. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution.The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.

Focus Areas

Education Science & Research

Application Information

Accepts Unsolicited Proposals No. Preselected Only
Phone (800) 839-1754

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $16K $543K $143K 7
2017 $52K $575K $34K 10
2018 $34K $582K $112K 11
2019 N/A $624K $238K N/A
2020 $35K $3.5M $2.6M 11
2021 $43K $3.9M $78K 7
2022 $128K $3.3M $169K 17
2023 $80K $4.7M $1.1M 19
2024 $256K $5.1M $446K 19

Grant Size Distribution

Based on 101 grants on record

Minimum
$200
25th Pctl
$1K
Median
$3K
Average
$6K
75th Pctl
$5K
Maximum
$100K

Geographic Distribution


Texas Counties Served

1.0% of US grants · Rank #9 of 14 states $2K across 1 grant 1 of 254 counties

Top 1 counties

  1. 1 Fort Bend 1 grant · $2K

Officers & Directors

Grants Awarded (101 total)

Purpose
Naples Botanical Garden Inc Naples, FL $100,000 General & Unrestricted 2024
Trinity by the Cove Episcopal Church Naples, FL $75,000 General & Unrestricted 2024
University of Florida Foundation Inc Gainesville, FL $20,000 The Bergstrom Masters of Science in Real Estate fund 2022
University of Florida Foundation Inc Gainesville, FL $20,000 The Bergstrom Masters of Science in Real Estate- Scholarship Fund 2021
University of Florida Foundation Inc Gainesville, FL $20,000 The Bergstrom Masters of Science in Real Estate fund 2023
University of Florida Foundation Inc Gainesville, FL $20,000 The Bergstrom Masters of Science in Real Estate 2024
Naples Botanical Garden Inc Naples, FL $15,000 Charitable Event 2023
Naples Botanical Garden Inc Naples, FL $15,000 Charitable Event 2024
Harry Chapin Food Bank of Southwest Florida Inc Fort Myers, FL $15,000 Hurricane Irma Relief Efforts in Immokalee and Everglades City 2017
American National Red Cross - Florida Gulf Coast T Fort Myers, FL $13,000 Charitable Event 2022
Community Foundation of Collier County Naples, FL $13,000 Collier Comes Together Fund 2022
Harry Chapin Food Bank of Southwest Florida Inc Fort Myers, FL $13,000 Charitable Event 2022
Southwest Florida Community Foundation Inc Fort Myers, FL $13,000 Charitable Event 2022
Community School of Naples Inc Naples, FL $10,000 Financial Aid fund 2022
Community School of Naples Inc Naples, FL $10,000 Charitable Event 2020
Florida Gulf Coast University Foundation Inc Fort Myers, FL $10,000 General & Unrestricted 2021
Childrens Health Care Foundation Edina, MN $10,000 Children's Minnesota's neurosurgery program 2023
Childrens Hospital Inc New Orleans, LA $10,000 Imaginarium 2024
Community School of Naples Inc Naples, FL $10,000 Charitable Event 2017
Guadalupe Center Inc Immokalee, FL $10,000 Hurricane Irma Relief Efforts in Immokalee 2017
Redlands Christian Migrant Association Inc Immokalee, FL $10,000 Hurricane Irma Relief Efforts in Immokalee 2017
Community School of Naples Inc Naples, FL $10,000 Charitable Event 2018
Naples Community Hospital Inc Naples, FL $7,500 General & Unrestricted (see general explanation) 2020
Rippowam Cisqua School Inc Bedford, NY $6,000 General & Unrestricted 2020
Nami Collier County Inc Naples, FL $5,500 Charitable Event 2023

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