2024-11-07T15:26:04-06:00 2023-12-31 221478099 COHNREZNICK LLP 14675 DALLAS PARKWAY SUITE 150 DALLAS TX 75254 990 2023-01-01 205643050 GRANT HALLIBURTON FOUNDATION INC GRAN 9727449790 3000 PEGASUS PARK DRIVE 750 DALLAS TX 75247 KEVIN HALL PRESIDENT 9727449790 2024-11-06 1 1 JILL C CARRIER P02150170 2145453965 2024-11-05 2023 2024-10-15 13:58:12Z KEVIN HALL 3000 PEGASUS PARK DRIVE STE 750 DALLAS TX 75247 2171913 0 X WWW.GRANTHALLIBURTON.ORG X 2006 TX GRANT HALLIBURTON FOUNDATION'S MISSION IS TO STRENGTHEN THE NETWORK OF MENTAL HEALTH RESOURCES FOR CHILDREN, TEENS AND YOUNG ADULTS; PROMOTE BETTER MENTAL HEALTH; AND HELP PREVENT SUICIDE. 16 14 22 200 14623 0 2380082 2047359 44709 109931 1771 14623 -369264 -354600 2057298 1817313 0 0 0 0 1116577 1372708 0 0 293735 885122 959290 2001699 2331998 55599 -514685 1732782 1255284 763004 800191 969778 455093 X GRANT HALLIBURTON FOUNDATION'S MISSION IS TO STRENGTHEN THE NETWORK OF MENTAL HEALTH RESOURCES FOR CHILDREN, TEENS AND YOUNG ADULTS; PROMOTE BETTER MENTAL HEALTH; AND HELP PREVENT SUICIDE. 0 0 876811 5605 EDUCATIONAL OUTREACH: OUR FOUNDATION'S EDUCATION PROGRAM INCLUDES PRESENTATIONS AND PROGRAMS FOR YOUTH AND ADULTS, PROVIDING MENTAL HEALTH/SUICIDE PREVENTION AWARENESS AND EDUCATION. OUR COMPREHENSIVE APPROACH TARGETS STUDENTS, FACULTY, AND PARENTS WITH EVIDENCE-BASED PROGRAMS AND SERVICES BUILT ON SIX KEY PILLARS: STUDENT EDUCATION, ADULT TRAINING, MENTAL HEALTH AWARENESS, PEER-TO-PEER, HUMAN SUPPORT SERVICES, AND RESEARCH TRACKING AND MEASUREMENT. 779859 NAVIGATION SERVICES: THE FOUNDATION OFFERS HELP AND SUPPORT THROUGH HEREFORTEXAS.COM AND THE HERE FOR TEXAS MENTAL HEALTH NAVIGATION LINE. THESE FREE COMMUNITY TOOLS PROVIDE EASY ACCESS FOR NORTH TEXANS SEEKING INFORMATION AND RESOURCES FOR MENTAL HEALTH AND SUBSTANCE ABUSE. 129453 44064 "WHEN LIFE HANDS YOU TEENAGERS" IS AN ADOLESCENT MENTAL HEALTH CONFERENCE PRESENTED ANNUALLY BY THE FOUNDATION FOR PARENTS, TEACHERS, MENTAL HEALTH PROFESSIONALS, AND PEOPLE WHO WORK WITH YOUTH, TO EDUCATE THEM ABOUT ADOLESCENT MENTAL HEALTH ISSUES. ANNUAL ATTENDANCE IS APPROXIMATELY 350 PEOPLE. 122330 IN ADDITION TO THE THREE MAIN PROGRAMS DISCLOSED IN PART III 4A, 4B AND 4C, THE FOUNDATION SPONSORS THE FOLLOWING PROGRAM SERVICES: COFFEE DAYS 122330 1908453 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 22 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 16 14 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 TX X X KEVIN HALL 9727449790 3000 PEGASUS PARK DRIVE STE 750 DALLAS TX 75247 ALAN HALLIBURTON BOARD MEMBER 2.00 X 0 0 0 AMY HALLIBURTON MCCLOSKEY DIRECTOR OF EVENTS AND BOA 24.00 X 64463 0 0 CHRIS TAYLOR BOARD MEMBER 2.00 X 0 0 0 DAVID ZIEGLER BOARD MEMBER AND TREASURER 4.00 X 0 0 0 ELLEN COOK BOARD MEMBER 2.00 X 0 0 0 GAVIN GEORGE BOARD MEMBER 2.00 X 0 0 0 JAIME GONZALEZ BOARD MEMBER 2.00 X 0 0 0 KELSEY CAMERON BOARD MEMBER 2.00 X 0 0 0 KEVIN HALL PRESIDENT/EX OFFICIO DIREC 40.00 X X 148710 0 0 LUCY WITTE CHAIRMAN OF THE BOARD 2.00 X 0 0 0 PAMELA FOX BOARD MEMBER 2.00 X 0 0 0 PATRICK LEBLANC BOARD MEMBER 2.00 X 0 0 0 POLLY CAMPBELL BOARD MEMBER 2.00 X 0 0 0 STEVE NOVIELLO BOARD MEMBER 2.00 X 0 0 0 VANITA HALLIBURTON BOARD MEMBER AND EXECUTIVE 4.00 X X 0 0 0 VERONICA TORRES BOARD MEMBER 2.00 X 0 0 0 213173 0 0 1 0 0 0 0 660769 1386590 2047359 PROGRAM FEES 900099 109931 109931 109931 14623 14623 0 660769 354600 -354600 -354600 1817313 109931 14623 -354600 X 1168577 978099 60766 129712 115495 96669 6006 12820 88636 74188 4609 9839 2217 2217 41500 20750 20750 49201 49201 14156 11834 425 1897 10034 8398 522 1114 12937 12937 43736 43736 IN KIND LABOR 109692 53980 41455 14257 RENT EXPENSE 97593 81685 5075 10833 HOPE SQUAD CONFERENCE E 76944 76944 HOPE SQUAD 67833 67833 433447 332199 8735 92513 2331998 1908453 129810 293735 972938 564974 11818 13325 41528 37421 706498 639564 1732782 1255284 26771 37280 21000 103000 715233 659911 763004 800191 X 969778 455093 969778 455093 1732782 1255284 -514685 0 X 0 0 0 X 638767 939536 719162 1322845 2047299 5667609 109931 109931 638767 939536 719162 1322845 2157230 5777540 0 0 0 5777540 14623 14623 14623 14623 638767 939536 719162 1322845 2171853 5792163 0.99750 1.00000 0.00250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ROU-LEASE 639564 639564 LEASE LIABILITES 659911 659911 2171911 354598 354598 1817313 0 1817313 2686594 354596 354596 2331998 0 2331998 PART XI, LINE 2D - OTHER ADJUSTMENTS: MAJOR EVENT PART XII, LINE 2D - OTHER ADJUSTMENTS: MAJOR EVENT LINE 2D EXPLANATION EVENT EXPENSES SOTL 395393 395393 20966 63875 10100 79101 BOH 265376 265376 15641 38521 51050 75346 660769 660769 36607 102396 61150 154447 354600 -354600 VANITA HALLIBURTON AMY MCCLOSKEY SEVERAL MEMBERS OF THE FOUNDATIONS MANAGEMENT TEAM ARE ALSO MEMBER OF BOD 0 NO RELATED PARTY TRANSACTIONS, INCLUDING ANY RECEIVABLES/PAYABLES, WERE IDENTIFIED DURING THE YEAR. 0 BRILEY DESIGN GROUP & TERRY BRILEYVANITA HALLIBURTON BRILEY DESIGN GROUP IS OWNED BY TERRY BRILEY, VANITA HALLIBURTON'S SPOUSE 0 NO RELATED PARTY TRANSACTIONS, INCLUDING ANY RECEIVABLES/PAYABLES, WERE IDENTIFIED DURING THE YEAR. 0 X LABOR AND PROFESSIONAL FEES 8 109692 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 AMY HALLIBURTON MCCLOSKEY IS THE DIRECTOR OF EVENTS AND BOARD MEMBER. SHE IS THE DAUGHTER OF ALAN HALLIBURTON (BOARD MEMBER) AND VANITA HALLIBURTON (EXECUTIVE CHAIRMAN AND BOARD MEMBER) FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FOUNDATION'S PRESIDENT AND ITS FINANCIAL BOARD MEMBER PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FILE COPIES ARE MADE AVAILABLE FOR ALL BOARD MEMBERS AND DISCUSSED AT BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS AN "INTERNAL AFFAIRS COMMITTEE" THAT MONITORS COMPLIANCE WITH CONFLICT OF INTERESTS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND INTERNAL FINANCIAL STATEMENTS ARE AVAILABLE FOR VIEWING UPON REQUEST FORM 990, PART IX, LINE 24E HERE FOR TEXAS WEBSITE: PROGRAM SERVICE EXPENSES 53,575. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,575. CONTRACT SERVICES - OUTREACH: PROGRAM SERVICE EXPENSES 53,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,000. BET ON HOPE EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 49,462. TOTAL EXPENSES 49,462. CYBER SECURITY SOFTWARE: PROGRAM SERVICE EXPENSES 32,749. MANAGEMENT AND GENERAL EXPENSES 2,035. FUNDRAISING EXPENSES 4,343. TOTAL EXPENSES 39,127. DUES/SUBSCRIPTIONS/MEMBERSHIPS: PROGRAM SERVICE EXPENSES 35,090. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,090. PEO TRINET: PROGRAM SERVICE EXPENSES 27,037. MANAGEMENT AND GENERAL EXPENSES 1,679. FUNDRAISING EXPENSES 3,585. TOTAL EXPENSES 32,301. EQUIPMENT/SOFTWARE: PROGRAM SERVICE EXPENSES 20,323. MANAGEMENT AND GENERAL EXPENSES 1,263. FUNDRAISING EXPENSES 2,695. TOTAL EXPENSES 24,281. HISPANIC OUTREACH: PROGRAM SERVICE EXPENSES 23,580. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,580. STAFF/VOLUNTEER RECOGNITION EXPENSE: PROGRAM SERVICE EXPENSES 9,737. MANAGEMENT AND GENERAL EXPENSES 1,391. FUNDRAISING EXPENSES 2,782. TOTAL EXPENSES 13,910. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 13,404. TOTAL EXPENSES 13,404. INDUSTRY COLLABRATION: PROGRAM SERVICE EXPENSES 10,370. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,370. HOPE SQUAD CARE KITS: PROGRAM SERVICE EXPENSES 9,799. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,799. STAFF DEVELOPMENT/EDUCATION: PROGRAM SERVICE EXPENSES 6,672. MANAGEMENT AND GENERAL EXPENSES 953. FUNDRAISING EXPENSES 1,906. TOTAL EXPENSES 9,531. PROGRAM SERVICES: PROGRAM SERVICE EXPENSES 7,402. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,402. PRINTING/POSTAGE: PROGRAM SERVICE EXPENSES 5,295. MANAGEMENT AND GENERAL EXPENSES 190. FUNDRAISING EXPENSES 849. TOTAL EXPENSES 6,334. INTERNET EXPENSE: PROGRAM SERVICE EXPENSES 4,923. MANAGEMENT AND GENERAL EXPENSES 1. FUNDRAISING EXPENSES 3. TOTAL EXPENSES 4,927. TELEPHONE EXPENSE: PROGRAM SERVICE EXPENSES 4,010. MANAGEMENT AND GENERAL EXPENSES 249. FUNDRAISING EXPENSES 532. TOTAL EXPENSES 4,791. MILEAGE/TRAVEL NAV LINE: PROGRAM SERVICE EXPENSES 4,588. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,588. THRIVE: PROGRAM SERVICE EXPENSES 4,131. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,131. NORTH TEXAS GIVIING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,094. TOTAL EXPENSES 4,094. CASH MANAGEMENT SYSTEM: PROGRAM SERVICE EXPENSES 3,229. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,229. BANK SERVICE CHARGES: PROGRAM SERVICE EXPENSES 615. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,462. TOTAL EXPENSES 3,077. SECURITY: PROGRAM SERVICE EXPENSES 2,673. MANAGEMENT AND GENERAL EXPENSES 76. FUNDRAISING EXPENSES 162. TOTAL EXPENSES 2,911. FUNDRAISING EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,785. TOTAL EXPENSES 2,785. RECRUITMENT: PROGRAM SERVICE EXPENSES 2,727. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,727. MEETINGS EXPENSE: PROGRAM SERVICE EXPENSES 1,220. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,220. TOTAL EXPENSES 2,440. CYBER INSURANCE: PROGRAM SERVICE EXPENSES 793. MANAGEMENT AND GENERAL EXPENSES 795. FUNDRAISING EXPENSES 793. TOTAL EXPENSES 2,381. BUSINESS LIABILITY POLICY: PROGRAM SERVICE EXPENSES 1,238. MANAGEMENT AND GENERAL EXPENSES 44. FUNDRAISING EXPENSES 198. TOTAL EXPENSES 1,480. D&O POLICY: PROGRAM SERVICE EXPENSES 1,006. MANAGEMENT AND GENERAL EXPENSES 36. FUNDRAISING EXPENSES 161. TOTAL EXPENSES 1,203. YOUNG PROFESSIONALS: PROGRAM SERVICE EXPENSES 1,018. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,018. BAD DEBT EXPENSE: PROGRAM SERVICE EXPENSES 953. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES