Funder DirectoryHALVORSEN FAMILY FOUNDATION
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Private foundation (trust)EIN 061603158Est. 2002-02

HALVORSEN FAMILY FOUNDATION

STAMFORD, CT 06901

Total Assets

$322.0M

FY 2023

Annual Giving

$20.9M

FY 2023

Grants Made

18

FY 2023

Avg Grant

$1.2M

FY 2023

Grant Range

$1K–$20M

Typical

Deadlines

Applications

Programs & Activities

Program 1

The foundation is not involved in any charitable activities. Its primary purpose is to support, by contributions, other organizations exempt under irc section 501(c)(3).

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$21.4M

Total Expenses

$21.1M

Qualifying Distributions

$20.9M

Distributable Amount

$13.8M

Min. Investment Return

$13.8M

Undistributed Income

$4.0M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

18 grants

Grant sizes from minimum $1K through median $28K to maximum $20M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2017 to 2023. Peak $20.9M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

87 grants

STANFORD MEDICAL DEVELOPMENT
$20M
1 grant
JP MORGAN CHARITABLE FUND
$14.4M
2 grants
STERLING AND FRANCINE CLARK ART INSTITUTE
$6.0M
3 grants
WILLIAMS COLLEGE
$5.6M
5 grants
MEMORIAL SLOAN KETTERING CANCER CENTER
$5.3M
1 grant
HOSPITAL FOR SPECIAL SURGERY
$3M
1 grant
STERLING AND FRANCINE CLARK INSTITUTE
$2.2M
2 grants
THE HOSPITAL FOR SPECIAL SURGERY FUND INC
$2.2M
3 grants

Grant Size Distribution

87 grants

<$10K
24
grants
$10–50K
25
grants
$50–250K
19
grants
$250K–1M
9
grants
$1–5M
5
grants
$5M+
5
grants

Geographic Focus

9 states

California
$21.4M
33% of total
Pennsylvania
$14.4M
22% of total
Massachusetts
$13.9M
21% of total
New York
$13.7M
21% of total
Utah
$1M
2% of total
Connecticut
$340K
1% of total
Vermont
$177K
0% of total
Minnesota
$135K
0% of total
Maine
$96K
0% of total

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HALVORSEN FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo