Private Foundation

THE HALSTEAD FAMILY FOUNDATION INC c/o SMITH HOWARD ADVISORY LLC

THE HALSTEAD FAMILY FOUNDATION INC c/o SMITH HOWARD ADVISORY LLC is a Private Foundation headquartered in ATLANTA, GA. Financial data from the 2024 filing: $633K revenue, $602K expenses, $7.5M total assets. IRS filings disclose 133 grants awarded by this foundation, totaling roughly $2.0M.

EIN: 461196443 ATLANTA, GA Latest filing: 2024

Total Revenue$633K

Total Expenses$602K

Total Assets$7.5M

Grants Given133

Grant Total$2.0M

Filing Years2019–2024

Sample Grants Given

AUBURN UNIVERSITY FOUNDATION

AUBURN, AL · 2024

GENERAL

$110,000

AUTISM RESOURCE FOUNDATION

HUNTSVILLE, AL · 2024

GENERAL

$25,000

RIGHTCARE FOUNDATION

PHOENIX, AZ · 2024

GENERAL

$25,000

MOTHERS AWARENESS ON SCHOOL-AGE KIDS

SCOTTSDALE, AZ · 2024

GENERAL

$25,000

THE NEW SCHOOL

NEW YORK, NY · 2024

GENERAL

$20,000

Showing up to 5 of 133 total records — full history available with membership.

Officers & Directors

BOARD MEMBER Dawn Bergford

BOARD MEMBER Elaine Klesius

BOARD MEMBER Jeff Bergford

BOARD MEMBER Patrick Klesius

BOARD MEMBER Stephen Klesius

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL

$1,980,000 129 grants

general

$31,000 4 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$633K	$602K	$7.5M
2023	$425K	$570K	$7.5M
2022	$164K	$579K	$7.7M
2020	$419K	$533K	$7.7M
2019	$564K	$473K	$7.8M

Between 2019 and 2024, reported annual revenue grew from $564K to $633K (+12%), with total assets most recently reported at $7.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AL, AZ, CT, GA, KY, NC, and 2 other states.

ALAZCTGAKYNCNYTN

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE HALSTEAD FAMILY FOUNDATION INC c/o SMITH HOWARD ADVISORY LLC

Complete financials, all 133 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports