Civic Intelligence

Halton Foundation

990PF • Fiscal year 2023 • EIN 93-6036295

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
4850 SW Scholls Ferry Rd 110Portland, OR 97225

(503) 780-0453

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

5th percentile

-295%

Higher net margin than 5% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

7th percentile

-64%

Faster asset growth than 7% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$389,249

Down $687,273 (-64%) from 2022

Net Assets

Down

$389,249

Down $687,273 (-64%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin5th percentile

Revenue

Down

$232,838

Down $47,104 (-17%) from 2022

Expenses

Up

$919,572

Up $815,213 (+781%) from 2022

Net Income

Down

-$686,734

Down $862,317 (-491%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,412,846Liabilities 2011: $02011Assets 2012: $1,391,495Liabilities 2012: $02012Assets 2013: $1,402,825Liabilities 2013: $02013Assets 2014: $1,341,144Liabilities 2014: $0Net Assets 2014: $1,341,1442014Assets 2015: $1,257,508Liabilities 2015: $0Net Assets 2015: $1,257,5082015Assets 2016: $1,195,870Liabilities 2016: $0Net Assets 2016: $1,195,8702016Assets 2017: $1,141,535Liabilities 2017: $0Net Assets 2017: $1,141,5352017Assets 2018: $1,083,536Liabilities 2018: $0Net Assets 2018: $1,083,5362018Assets 2019: $1,020,799Liabilities 2019: $0Net Assets 2019: $1,020,7992019Assets 2020: $954,924Liabilities 2020: $0Net Assets 2020: $954,9242020Assets 2021: $900,939Liabilities 2021: $0Net Assets 2021: $900,9392021Assets 2022: $1,076,522Liabilities 2022: $0Net Assets 2022: $1,076,5222022Assets 2023: $389,249Liabilities 2023: $0Net Assets 2023: $389,2492023Assets 2024: $405,900Liabilities 2024: $0Net Assets 2024: $405,9002024

Highlighted filing

2023

Assets$389,249
Liabilities$0
Net Assets$389,249
Open 2023 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $329,420Expenses 2011: $52,036Net Income 2011: $277,3842011Revenue 2012: $20,501Expenses 2012: $41,852Net Income 2012: -$21,3512012Revenue 2013: $19,033Expenses 2013: $22,881Net Income 2013: -$3,8482013Revenue 2014: $21,914Expenses 2014: $83,595Net Income 2014: -$61,6812014Revenue 2015: $10,046Expenses 2015: $93,682Net Income 2015: -$83,6362015Revenue 2016: $27,381Expenses 2016: $89,019Net Income 2016: -$61,6382016Revenue 2017: $31,776Expenses 2017: $86,111Net Income 2017: -$54,3352017Revenue 2018: $32,162Expenses 2018: $90,161Net Income 2018: -$57,9992018Revenue 2019: $27,933Expenses 2019: $90,670Net Income 2019: -$62,7372019Revenue 2020: $29,572Expenses 2020: $95,447Net Income 2020: -$65,8752020Revenue 2021: $37,728Expenses 2021: $91,713Net Income 2021: -$53,9852021Revenue 2022: $279,942Expenses 2022: $104,359Net Income 2022: $175,5832022Revenue 2023: $232,838Expenses 2023: $919,572Net Income 2023: -$686,7342023Revenue 2024: $32,339Expenses 2024: $15,688Net Income 2024: $16,6512024

Highlighted filing

2023

Revenue$232,838
Expenses$919,572
Net Income-$686,734
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MS KATHRYN REBAGLIATITrustee-$0--
MS SUSAN HALTONManagerPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJESUIT HIGH SCHOOLDONATION501(C)(3)PORTLAND, OR, US$913,200
Filing and Contact Details

Filer

Filer Name
Halton Foundation
EIN
93-6036295
Phone
5037800453
Address
4850 SW SCHOLLS FERRY RD 110, PORTLAND, OR 97225

Signing Officer

Name
Kathryn Rebagliati
Title
Trustee
Phone
5033290097
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Wesley B Hansen CPA Pc
Address
12909 SW 68TH PARKWAY SUITE 150, PORTLAND, OR 97223
Preparer
Wesley B Hansen
Phone
5036754364
Raw XML Appendix399 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0300000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0264769
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt015710
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt015710
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01075983
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0389249
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01533747
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01075983
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0389249
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01075983
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0389249
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01620926
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0305852
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01315074
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024314
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt079831
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01596612
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01620926
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MS KATHRYN REBAGLIATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MS SUSAN HALTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04850 SW SCHOLLS FERRY RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14850 SW SCHOLLS FERRY RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097225
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd197225
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0919572
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0919572
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SUSAN HALTON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04850 SW SCHOLLS FERRY RD SUITE 110
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097225
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05037800453
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0DESCRIPTION OF PROPOSED ACADEMIC PROGRAM AND REASONS FOR SELECTING THE PROGRAM AND SCHOOL CHOSEN - STATEMENT OF EXTRA CURRICULAR ACTIVITIES, INCLUDING ANY RELATED AWARDS, HONORS OR SPECIAL RECOGNITION RECEIVED - STATEMENT EXPLAINING FINANCIAL NEED, AMOUNT OF SUPPORT APPLICANT CAN FURNISH TO SELF AND EFFORTS MADE TO DO SO, WHAT OTHER APPLICATIONS FOR FINANCIAL AID HAVE BEEN MADE, AMOUNT OF SUPPORT TO BE PROVIDED BY PARENTS, AND A FINANCIAL STATEMENT FROM PARENTS - RESULTS OF ANY STANDARDIZED APTITUDE OR ACHIEVEMENT TESTS TAKEN - CURRENT OR MOST RECENT TRANSCRIPT OF ACADEMIC WORK - OPTIONAL MAXIMUM OF 3 REFERENCES FROM TEACHERS, EMPLOYERS OR OTHER ADULTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SUSAN HALTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05037800453
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04850 SW SCHOLLS FERRY RD SUITE 110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd097225
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0APPLICANT MUST BE CHILD OF CURRENT EMPLOYEE OF HALTON CO OR RELATED COMPANIES AT THE TIME THE APPLICATION IS MADE AND THE INITIAL SCHOLARSHIP IS GRANTED, WHO HAS BEEN SO EMPLOYED FOR AT LEAST 6 MONTHS WHEN THE APPLICATION IS SUBMITTED. APPLICANT MAY NOT BE RELATED TO ANYONE HOLDING 5% OR MORE CORPORATE STOCK. APPLICANT MUST BE UNDER 28 YEARS OF AGE AND MUST BE A FULL TIME STUDENT DURING THE PERIOD COVERED BY THE SCHOLARSHIP.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0FEBRUARY 1, ANNUALLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0913200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JESUIT HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09000 SW BEAVERTON-HILLSDALE HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097225
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0913200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt076758
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076758
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01203
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0844017
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0842814
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01203
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0919572
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0842814
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0844017
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01203
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0HALTON DIVERSIFIED LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04850 SW SCHOLLS FERRY RD STE 110
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PORTLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd097225
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05400
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt036617
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FEDERAL WITHHOLDING
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03754
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03754
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK & INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0536
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0536
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0536
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0188
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0188
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0188
TaxesSchedule/TaxesDetail/Amt0436
TaxesSchedule/TaxesDetail/CategoryTxt0OREGON DEPT OF JUSTICE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0436
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0436
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN REBAGLIATI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05033290097
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALT
ReturnHeader/Filer/EIN0936036295
ReturnHeader/Filer/PhoneNum05037800453
ReturnHeader/Filer/USAddress/AddressLine1Txt04850 SW SCHOLLS FERRY RD 110
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097225
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464335316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WESLEY B HANSEN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012909 SW 68TH PARKWAY SUITE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097223
ReturnHeader/PreparerPersonGrp/PhoneNum05036754364
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WESLEY B HANSEN
ReturnHeader/ReturnTs02024-11-15T16:39:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$389,249
Liabilities
$0
Net assets
$389,249
Revenue
$232,838
Expenses
$919,572
Net income
-$686,734
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.03$0.02$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.23$0.92$0.69
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.28$0.10$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.04$0.09$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.03$0.10$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$0.09$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.03$0.09$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.03$0.09$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.03$0.09$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.01$0.09$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.02$0.08$0.06
2013Summary only. Only limited summary data is available for this year.$1.40$0.00$0.02$0.02$0.00
2012Summary only. Only limited summary data is available for this year.$1.39$0.00$0.02$0.04$0.02
2011Summary only. Only limited summary data is available for this year.$1.41$0.00$0.33$0.05$0.28