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Halstead Family Foundation Inc

  • Atlanta, GA
  • Tax-exempt since Dec. 2012
  • EIN: 46-1196443

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$633k (2024)

Expenses
$602k (2024)

Total Assets
$7.55M (2024)

Total Liabilities
$9k (2024)

Source: Form 990 tax filings from 2014 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$632,505
Expenses
$602,462
Net Income
$30,043
Net Assets
$7,536,337
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,891
0.9%
Dividends $267,502
42.3%
Sales of Assets $359,112
56.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $455,429
75.6%
Compensation of Officers* $148,968
24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,545,332
Total Liabilities $8,995
Net Assets $7,536,337
Compensation
Key Employees and Officers Compensation Other
Patrick Klesius (Board Member) $47,868 $0
Dawn Bergford (Board Member) $25,275 $0
Elaine Klesius (Board Member) $25,275 $0
Jeff Bergford (Board Member) $25,275 $0
Stephen Klesius (Board Member) $25,275 $0
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Document Links

990-PF
Filed on Nov. 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$424,582
Expenses
$569,536
Net Income
-$144,954
Net Assets
$7,506,296
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,162
1.7%
Dividends $247,782
58.4%
Sales of Assets $169,134
39.8%
Other Income $504
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $492,494
86.5%
Compensation of Officers* $149,250
26.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,515,279
Total Liabilities $8,983
Net Assets $7,506,296
Compensation
Key Employees and Officers Compensation Other
Patrick Klesius (Board Member) $46,982 $0
Dawn Bergford (Board Member) $24,807 $0
Elaine Klesius (Board Member) $24,807 $0
Jeff Bergford (Board Member) $24,807 $0
Stephen Klesius (Board Member) $24,807 $0
Winston Tucker (Board Member) $3,040 $0
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990-PF
Filed on Nov. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$163,664
Expenses
$578,530
Net Income
-$414,866
Net Assets
$7,651,250
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,512
3.4%
Dividends $172,565
> 100%
Sales of Assets -$14,573
Other Income $160
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $536,963
92.8%
Compensation of Officers* $135,817
23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,664,184
Total Liabilities $12,934
Net Assets $7,651,250
Compensation
Key Employees and Officers Compensation Other
Patrick Klesius (Board Member) $43,821 $0
Dawn Bergford (Board Member) $22,999 $0
Elaine Klesius (Board Member) $22,999 $0
Jeff Bergford (Board Member) $22,999 $0
Stephen Klesius (Board Member) $22,999 $0
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990-PF
Filed on Oct. 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$694,480
Expenses
$339,572
Net Income
$354,908
Net Assets
$8,066,115
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $29
0.0%
Dividends $208,436
30.0%
Sales of Assets $486,015
70.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $307,458
90.5%
Compensation of Officers* $127,583
37.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,070,926
Total Liabilities $4,811
Net Assets $8,066,115
Compensation
Key Employees and Officers Compensation Other
Patrick Klesius (Board Member) $41,675 $0
Dawn Bergford (Board Member) $21,477 $0
Elaine Klesius (Board Member) $21,477 $0
Jeff Bergford (Board Member) $21,477 $0
Stephen Klesius (Board Member) $21,477 $0
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Document Links

990-PF
Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$419,163
Expenses
$533,019
Net Income
-$113,856
Net Assets
$7,711,253
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $510
0.1%
Dividends $172,770
41.2%
Sales of Assets $245,883
58.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $492,319
92.4%
Compensation of Officers* $120,452
22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,715,485
Total Liabilities $4,232
Net Assets $7,711,253
Compensation
Key Employees and Officers Compensation Other
Patrick Klesius (Board Member) $38,808 $0
Dawn Bergford (Board Member) $20,411 $0
Elaine Klesius (Board Member) $20,411 $0
Jeff Bergford (Board Member) $20,411 $0
Stephen Klesius (Board Member) $20,411 $0
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Document Links

990-PF
Filed on July 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$563,992
Expenses
$473,206
Net Income
$90,786
Net Assets
$7,825,155
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,931
0.3%
Dividends $214,114
38.0%
Sales of Assets $347,947
61.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $429,628
90.8%
Compensation of Officers* $109,851
23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,829,151
Total Liabilities $3,996
Net Assets $7,825,155
Compensation
Key Employees and Officers Compensation Other
Patrick Klesius (Board Member) $34,415 $0
Dawn Bergford (Board Member) $18,859 $0
Elaine Klesius (Board Member) $18,859 $0
Jeff Bergford (Board Member) $18,859 $0
Stephen Klesius (Board Member) $18,859 $0
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990-PF
Filed on July 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$580,148
Expenses
$490,959
Net Income
$89,189
Net Assets
$7,734,369
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,260
0.2%
Dividends $191,325
33.0%
Sales of Assets $387,563
66.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $409,305
83.4%
Compensation of Officers* $105,075
21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,738,293
Total Liabilities $3,924
Net Assets $7,734,369
Compensation
Key Employees and Officers Compensation Other
Patrick Klesius (Board Member) $33,075 $0
Dawn Bergford (Board Member) $18,000 $0
Elaine Klesius (Board Member) $18,000 $0
Jeff Bergford (Board Member) $18,000 $0
Stephen Klesius (Board Member) $18,000 $0
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Document Links

990-PF
Filed on July 30, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$393,259
Expenses
$439,960
Net Income
-$46,701
Net Assets
$7,645,180
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,668
0.7%
Dividends $186,966
47.5%
Sales of Assets $203,625
51.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $362,479
82.4%
Compensation of Officers* $92,658
21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,649,821
Total Liabilities $4,641
Net Assets $7,645,180
Compensation
Key Employees and Officers Compensation Other
Patrick Klesius (Board Member) $30,266 $0
Dawn Bergford (Board Member) $15,598 $0
Elaine Klesius (Board Member) $15,598 $0
Jeff Bergford (Board Member) $15,598 $0
Stephen Klesius (Board Member) $15,598 $0
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990-PF
Filed on July 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$139,923
Expenses
$459,785
Net Income
-$319,862
Net Assets
$7,691,881
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $639
0.5%
Dividends $185,671
> 100%
Sales of Assets -$46,387
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $386,306
84.0%
Compensation of Officers* $83,125
18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,695,610
Total Liabilities $3,729
Net Assets $7,691,881
Compensation
Key Employees and Officers Compensation Other
Patrick Klesius (Board Member) $23,457 $0
Elaine Klesius (Board Member) $14,302 $0
Jeff Bergford (Board Member) $14,302 $0
Dawn Bergford (Board Member) $13,990 $0
Stephen Klesius (Board Member) $13,157 $0
Sandra Alpizar (Board Member) $3,917 $0
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990-PF
Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$352,781
Expenses
$510,277
Net Income
-$157,496
Net Assets
$8,011,743
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $136
0.0%
Dividends $185,425
52.6%
Sales of Assets $167,193
47.4%
Other Income $27
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $417,848
81.9%
Compensation of Officers* $73,987
14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,014,022
Total Liabilities $2,279
Net Assets $8,011,743
Compensation
Key Employees and Officers Compensation Other
Elaine Klesius (Board Member) $13,000 $0
Jeff Bergford (Board Member) $13,000 $0
Patrick Klesius (Board Member) $13,000 $0
Dawn Bergford (Board Member) $11,663 $0
Sandra Alpizar (Board Member) $11,662 $0
Stephen Klesius (Board Member) $11,662 $0
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990-PF
Filed on Nov. 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$307,076
Expenses
$364,054
Net Income
-$56,978
Net Assets
$8,162,787
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $103
0.0%
Dividends $149,834
48.8%
Sales of Assets $155,498
50.6%
Other Income $1,641
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $351,870
96.7%
Compensation of Officers* $36,600
10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,164,887
Total Liabilities $2,100
Net Assets $8,162,787
Compensation
Key Employees and Officers Compensation Other
Elaine Klesius (Board Member) $6,500 $0
Jeff Bergford (Board Member) $6,500 $0
Patrick Klesius (Board Member) $6,500 $0
Dawn Green (Board Member) $5,700 $0
Sandra Alpizar (Board Member) $5,700 $0
Stephen Klesius (Board Member) $5,700 $0
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990-PF
Filed on Nov. 2, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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