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THE HALSTEAD FAMILY FOUNDATION INC C/O SMITH HOWARD ADVISORY LLC

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Public IRS 990 nonprofit record

THE HALSTEAD FAMILY FOUNDATION INC C/O SMITH HOWARD ADVISORY LLC

EIN 46-1196443 · Private Independent Foundations (T22)

What they do

THE HALSTEAD FAMILY FOUNDATION INC C/O SMITH HOWARD ADVISORY LLC

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders5 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$95.25spent for every $100 of revenueRevenue covered expenses this year.
$12.52in assets for every $1 spent this yearSome assets cannot be spent right away.

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  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $47,868 for PATRICK KLESIUS (BOARD MEMBER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$632,505
Expenses$602,462
Annual surplus $30,043 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$632,505
Expenses$602,462
Assets$7,545,332
Income$2,238,952
Grants given$2,376,000
Average grant$15,735
Executive compensation (total)$120,452
Stocks and bonds$9,042,595
Accounting fees$25,190
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
PATRICK KLESIUSBOARD MEMBER $47,868
DAWN BERGFORDBOARD MEMBER $25,275
ELAINE KLESIUSBOARD MEMBER $25,275
JEFF BERGFORDBOARD MEMBER $25,275
STEPHEN KLESIUSBOARD MEMBER $25,275

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (5)

PATRICK KLESIUSBOARD MEMBER

DAWN BERGFORDBOARD MEMBER

ELAINE KLESIUSBOARD MEMBER

JEFF BERGFORDBOARD MEMBER

STEPHEN KLESIUSBOARD MEMBER

About this charity

Recognized since
January 2012
Location
271 17TH ST NW STE 2100, ATLANTA, GA 30363-6213
County
Fulton
In care of
% SMITH HOWARD ADVISORY LLC
Primary officer
Patrick Klesius, OFFICER

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990PF
Tax preparer
SMITH & HOWARD ADVISORY LLC
NTEE classification
Private Independent Foundations (T22)
IRS tax category
Private Independent Foundations
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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