Halverstadt Family Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Halverstadt Family Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 01-0767254

Foundation Overview

Based in Lisbon, OH, Halverstadt Family Foundation has awarded 5 grants totaling $4,600 to organizations in Ohio. Individual grants range from $100 to $3,000, with a median award of $500.

Latest Tax Year
2024
Total Giving (all years)
$4,600
Total Assets
$6,255
Median Grant (all grants)
$500

Latest Form 990-PF Snapshot

Total Grants
0 (No grants in 2024)
Median Grant
$0
% Median Grant Decline
-100% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

3 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Ohio

100% of all grants are concentrated in Ohio, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Ohio, funding concentrates in Wooster (60%), Bellville (20%), Lisbon (20%).

Funding Trajectory
-69%

Declining funding trend with 69% decrease over 1 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Education + 2 others

Diversified giving across multiple program areas with primary emphasis on education (33%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Halverstadt Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Aubrey Lyn Pagniano $500 Wooster, OH, US Scholarship 2016
Remigny Ewing $500 Wooster, OH, US Scholarship 2016
Ohio Genealogical Society $100 Bellville, OH, US Donation 2016
Aubrey Lyn Pagniano $500 Wooster, OH, US Scholarship 2015
Lisbon Landmarks Foundation $3,000 Lisbon, OH, US Community Support 2015

Foundations Similar to Halverstadt Family Foundation

Discover 5 foundations with comparable assets ($5,781-$6,477), similar grant patterns, and geographic focus in OH that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 01-0712009 | 100 grants awarded
$6,141
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$1,000
median grant
Cincinnati, OH
Same state
99%
Excellent match

EIN: 81-6712686 | 27 grants awarded
$6,376
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$1,000
median grant
Xenia, OH
Same state
99%
Excellent match

EIN: 84-3811171 | 37 grants awarded
$6,099
(≈ Similar)
$1,000
median grant
Urbana, OH
Same state
99%
Excellent match

EIN: 34-0971202 | 133 grants awarded
$6,477
(≈ Similar)
$750
median grant
Willoughby, OH
Same state
98%
Excellent match

EIN: 16-6151662 | 4 grants awarded
$5,781
(≈ Similar)
$500
median grant
Brooklyn, OH
Same state
96%
Excellent match

Contact Information

Official contact details for Halverstadt Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 01-0767254
Website N/A
Address 1460 MARTIN WAY Beavercreek, OH 45434-6760

Key People (5)

Board members, trustees, and key staff who oversee Halverstadt Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Treasurer Shelley Tarleton
President Scott Hanna
Trustee Stephanie Halverstadt
Trustee Cheryl Dailey
Trustee Barbara Page

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Halverstadt Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.