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Nonprofit · EIN 20-0214688

HALBERT HARMON FOUNDATION INC

Tax-exempt · COLLEYVILLE, TX 76034

Financials

$449K$575K2023$1.6M$649K2024
Revenue Expenses · by fiscal year end
Financials of HALBERT HARMON FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,615,305$649,260$966,045$8,137,447$0$8,137,447
December 31, 2023990-PF$448,538$574,646-$126,108$7,171,402$0$7,171,402
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$276,433
Dividends
$107,058
Interest
$14,443
Net gain from sales of assets
$1,216,823
Other income
$548

Expenses

Grants and similar amounts paid
$509,621
Compensation of officers, directors and key employees
$39,000
Disbursements for charitable purposes
$580,269
Excise tax on investment income
$17,882

Balance sheet and other

Total assets, start of year
$7,171,402
Total assets, end of year
$8,137,447
Total liabilities, end of year
$0
Net assets, end of year
$8,137,447
Fair market value of assets
$10,087,909
Qualifying distributions
$585,790
Net investment income
$1,338,872

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Andrew W Harmon
55 Main Street Ste 200, Colleyville, TX 76034
Dir1$6,500
Belinda Jo Harmon
55 Main Street Ste 200, Colleyville, TX 76034
Dir, VP1$6,500
Christopher Harmon
55 Main Street Ste 200, Colleyville, TX 76034
Sec, Dir2$6,500
David Todd Harmon
55 Main Street Ste 200, Colleyville, TX 76034
Dir1$6,500
Jon Mark Harmon
55 Main Street Ste 200, Colleyville, TX 76034
VP, Dir1$6,500
Robert G Harmon
55 Main Street Ste 200, Colleyville, TX 76034
Dir, VP1$6,500
David S Halbert
55 Main Street Ste 200, Colleyville, TX 76034
Dir, Pres1$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
Andrew W Harmon
55 Main Street Ste 200, Colleyville, TX 76034
Dir1$6,500
Belinda Jo Harmon
55 Main Street Ste 200, Colleyville, TX 76034
Dir, VP1$6,500
Christopher Harmon
55 Main Street Ste 200, Colleyville, TX 76034
Sec, Dir2$6,500
David Todd Harmon
55 Main Street Ste 200, Colleyville, TX 76034
Dir1$6,500
Jon Mark Harmon
55 Main Street Ste 200, Colleyville, TX 76034
VP, Dir1$6,500
Robert G Harmon
55 Main Street Ste 200, Colleyville, TX 76034
Dir, VP1$6,500
David S Halbert
55 Main Street Ste 200, Colleyville, TX 76034
Dir, Pres1$0

Address and contacts

Address (IRS master file)
55 MAIN ST STE 200, COLLEYVILLE, TX 76034-2956
In care of
% HALBERT HARMON FOUNDATION
Signed the 990-PF
Christopher Harmon, Secretary
Phone
(817) 514-7411
Return prepared by
Foundation Source

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-0214688
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$8,137,447
Income (IRS master file)
$5,335,190

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,615,305$649,260$8,137,447IRS
990-PFDecember 2023$448,538$574,646$7,171,402XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about HALBERT HARMON FOUNDATION INC

What is the EIN of HALBERT HARMON FOUNDATION INC?
The employer identification number (EIN) of HALBERT HARMON FOUNDATION INC is 20-0214688.
Is HALBERT HARMON FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to HALBERT HARMON FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HALBERT HARMON FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of HALBERT HARMON FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HALBERT HARMON FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of HALBERT HARMON FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 7 people; 6 received compensation from the organization, the highest $6,500 (Andrew W Harmon, Dir).
How much revenue does HALBERT HARMON FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,615,305, expenses of $649,260 and total assets of $8,137,447 at year end.

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