Joseph B Halbert Revocable Trust Dated May EIN 04-6496117 Form 990 (PDF) Claim this org

Joseph B Halbert Revocable Trust Dated May

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A private foundation based in Concord, NH. It reported about $170K in revenue for 2025. For fiscal year 2025 it reported $170K in revenue, $26K in expenses, and $669K in net assets.Pt I

Type
Private foundation / grantmaker · Foundations & Grantmakers
Location
Concord, NH
Filings
6 on file (2020–2025)
Revenue
$170KFY2025
Expenses
$26K
Net assets
$669K
People
2
Filings
6
Updates
0
More identity details & actions ⌄
EIN  04-6496117 Private foundation / grantmaker Concord, NH
Form 990 (PDF)
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Size
$100K–1M
What they do
A private foundation based in Concord, NH. It reported about $170K in revenue for 2025.
Leadership
New Hampshire Trust · Trustee · $4K
Money in and out
$170K revenue, $26K expenses
Bottom line
Grants paid & assets · FY2025
Total revenue
$170K
Pt VIII · Ln 12
Total expenses
$26K
Pt IX · Ln 25
Net assets
$669K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $144K
Total assets
669K
deployed as grants and operations
Grants paid
12K
in FY2025
Grants made
12grants
total in period
Payout rate
2%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 12 grants · $12K · 2025–2025
Isabella GuerreiroFY2025$1,000
Cynthia ChenFY2025$1,000
Robert MbriceFY2025$1,000
Jenny WongFY2025$1,000
Shore YMCAFY2025$1,000
Tayf AlsaadFY2025$1,000
Jonathan BaldiniFY2025$1,000
Salvation ArmyFY2025$1,000
Annie ZhengFY2025$1,000
Pichsinee JindawitFY2025$1,000
Elijah KimFY2025$1,000
Chloe WuFY2025$1,000

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$1K
Median grantPart XV$1K
Largest grantPart XV$1K

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$170K
FY2025▲ +203%
Expenses
$26K
FY2025▼ -51%
Total assets
$669K
FY2025▲ +28%
Total liabilities
$0
FY2025
Total revenue
$170K
Pt VIII · Ln 12
Total expenses
$26K
Pt IX · Ln 25
Net assets
$669K
Pt X · Ln 32
Total assetsPt II$669K

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CJoseph B Halbert Revocable Trust Dated May
EINHdr · item D04-6496117
Principal addressHdr · item CConcord, NH
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MNH
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T20)
Ruling yearIRS BMFAug 2014

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a
Whistleblower policyPt VI · Ln 13
Document retention policyPt VI · Ln 14
CEO/top-official compensation independently reviewedPt VI · Ln 15a
Family or business relationships among officers/directorsPt VI · Ln 2

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$3,961Pt VII · Sec A
$3,366Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024
Bank of America$3,366$5,479
New Hampshire Trust$3,961

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Investment income100%$170K
Other revenue$116
Total revenueLn 12$170K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.46 Operating & administrative $0.54
Grants & contributions paid46%$12K
Operating & administrative54%$14K
Total functional expensesLn 25$26K

Balance Sheet

Part X · end of year
CashLn 1$11K
Total assetsLn 16$669K
Total liabilitiesLn 26$0
Total net assetsLn 32$669K
Months of cash on handcomputed5.0

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $669K
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $170K
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $170K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $170K · Prior year $56K
+203%
Revenue CAGR
FY2020 $40K · FY2025 $170K
+34%
Net-asset trend (YoY)
End of year $669K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $170K · Expenses $26K
+85%
Liabilities-to-Assets
Total liabilities — · Total assets $669K
Net-asset ratio
Net assets $669K · Total assets $669K
100%
People & payroll
Highest Reported Total Compensation
Individual New Hampshire Trust · Reported title TRUSTEE · Highest reported compensation $4K · Total expenses $26K
15%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth 203%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$170K revenue · viewing · ⤓ 990 PDF
FY2024$56K revenue · ⤓ 990 PDF
FY2023$19K revenue · ⤓ 990 PDF
FY2022$-13K revenue · ⤓ 990 PDF
FY2021$122K revenue · ⤓ 990 PDF
FY2020$40K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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