STAMFORD, CT
Halvorsen Family Foundation
Quick Facts
- EIN
- 061603158
- Location
- STAMFORD, CT
- Category
- Philanthropy & Grantmaking
- Total Assets
- $322M
- Annual Income
- $21.5M
- IRS Ruling Year
- 2002
- Organization Type
- Trust
- Principal Officer
- % Ole Andreas Halvorsen
- Tax Deductibility
- Contributions are deductible
About This Foundation
Halvorsen Family Foundation is a private trust based in STAMFORD, CT. The foundation received its IRS ruling in 2002. The principal officer is % Ole Andreas Halvorsen. It holds total assets of $322M. Annual income is reported at $21.5M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$14.6M
2023+0%
Total Assets
$265.6M
2023+0%
Fair Market Value
N/A
2023
Net Worth
$265.2M
2023
Grants Paid
N/A
2023
Contributions
$2.1M
2023
Net Investment Income
$13.4M
2023
Distribution Amount
$11.6M
2023
Total Giving by Year
$5.7M
10$4.2M
11$5.8M
12$6.7M
13$549K
14$549K
15$7.5M
18$7.2M
19$9.3M
20$13.3M
21$14.6M
22$14.6M
23Asset Growth
$16.2M
10$26.2M
11$38.2M
12$66.1M
13$120.9M
14$120.9M
15$184.7M
18$247.5M
19$301.4M
20$235.3M
21$265.6M
22$265.6M
23Financial Details (2023)
- Total Revenue
- $15.5M
- Total Expenses
- $14.6M
- Required Distribution
- $11.6M
- Total Liabilities
- $380K
Grantmaking Insights
Total Grants
35
Total Giving
$20.4M
Average Grant
$583K
Median Grant
$28K
Total Giving by Year
$7.1M (7 grants)
20$13.3M (28 grants)
22Grant Range
Min$2K
Max$9.3M
Median: $28K
Smallest grantLargest grant
Openness to New Grantees (2022)
93%
of 2022 grantees were first-time recipients
Geographic Distribution of Grants
AK
ME
ME: $31K (1)
VT
VT: $87K (6)
NH
WA
ID
MT
ND
MN
MN: $125K (2)
WI
MI
NY
NY: $2.9M (5)
MA
MA: $6.5M (6)
CT
CT: $170K (8)
RI
OR
NV
WY
SD
IA
IL
IN
OH
PA
PA: $9.3M (1)
NJ
CA
CA: $1M (1)
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
HI
TX
PA$9.3M (1)
MA$6.5M (6)
NY$2.9M (5)
CA$1M (1)
CT$170K (8)
MN$125K (2)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Jp Morgan Charitable FundGENERAL SUPPORT | Jenkintown, PA | $9.3M | 2022 |
| The Hospital For Special Surgery Fund IncMEDICAL SUPPORT | New York, NY | $2M | 2022 |
| The Rockefeller UniversityEDUCATIONAL SUPPORT | New York, NY | $600K | 2022 |
| Sterling And Francine Clark Art InstituteARTISTIC INITIATIVES | Williamstown, MA | $479K | 2022 |
| Williams CollegeEDUCATIONAL SUPPORT | Williamstown, MA | $200K | 2022 |
| National Nordic FoundationATHLETIC OPPORTUNITIES | Saint Paul, MN | $100K | 2022 |
| Wildlife Conservation SocietyWILDLIFE CONSERVATION | Bronx, NY | $100K | 2022 |
| Teachers College Columbia UniversityEDUCATIONAL SUPPORT | New York, NY | $100K | 2022 |
| Green Mountain Valley School IncEDUCATIONAL SUPPORT | Waitsfield, VT | $55K | 2022 |
| Connecticut Audubon SocietyENVIRONMENTAL INITIATIVES | Fairfield, CT | $50K | 2022 |
| Friends Of Fondation De France IncGENERAL SUPPORT | New York, NY | $50K | 2022 |
| NensaATHLETIC OPPORTUNITIES | New Gloucester, ME | $31K | 2022 |
| NoramGENERAL SUPPORT | Oslo | $28K | 2022 |
| Darien Ems Post 53 IncMEDICAL SUPPORT | Darien, CT | $25K | 2022 |
| Darien Community AssociationCOMMUNITY INITIATIVES | Darien, CT | $25K | 2022 |
| Greens Ledge Light PreservationPRESERVATION SUPPORT | Rowayton, CT | $25K | 2022 |
| Darien Police Association IncGENERAL SUPPORT | Darien, CT | $15K | 2022 |
| The Maritime Aquarium At Norwalk IncEDUCATIONAL SUPPORT | South Norwalk, CT | $15K | 2022 |
| Massachusetts Museum Of Contemporary Art Foundation IncARTISTIC INITIATIVES | North Adams, MA | $15K | 2022 |
| Stowe Volunteer Firefighters IncGENERAL SUPPORT | Stowe, VT | $15K | 2022 |
| Stowe Rescue Squad IncMEDICAL SUPPORT | Stowe, VT | $10K | 2022 |
| Westport River Watershed AllianceENVIRONMENTAL INITIATIVES | Westport, MA | $10K | 2022 |
| Darien Library IncLIBRARY SUPPORT | Darien, CT | $10K | 2022 |
| Move Against CancerMEDICAL SUPPORT | Loughborough | $8K | 2022 |
| Darien Nature Center IncENVIRONMENTAL INITIATIVES | Darien, CT | $5K | 2022 |
| Friends Of Stowe LibraryLIBRARY SUPPORT | Stowe, VT | $3K | 2022 |
| Stowe Swimmers Foundation LtdATHLETIC OPPORTUNITIES | Burlington, VT | $2K | 2022 |
| Catamount Trail AssociationENVIRONMENTAL INITIATIVES | Burlington, VT | $2K | 2022 |
| Williams CollegeEDUCATIONAL SUPPORT | Williamstown, MA | $3.7M | 2020 |
| Sterling And Francine Clark InstituteARTISTIC INITIATIVES | Williamstown, MA | $2.1M | 2020 |
| Stanford University - GsbEDUCATIONAL SUPPORT | Stanford, CA | $1M | 2020 |
| Gunnar Sonstebys MinnefondGENERAL SUPPORT | Oslo | $140K | 2020 |
| The Norway-America Association (Noram)EDUCATIONAL SUPPORT | Oslo | $106K | 2020 |
| National Nordic FoundationATHLETIC OPPORTUNITIES | St Paul, MN | $25K | 2020 |
| Shetlandgruppens StiftelseGENERAL SUPPORT | Kvartermesterboligen | $13K | 2020 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-11 | 990PF | View Filing |
| 2022-11 | 990PF | View Filing |
| 2021-11 | 990PF | View Filing |
| 2020-11 | 990PF | View Filing |
| 2018-11 | 990PF | View Filing |
| 2017-11 | 990PF | View Filing |
| 2016-11 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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