2025-06-02T08:48:20-05:00 2024-12-31 814277254 KHA ACCOUNTANTS PLLC 4880 LONG PRAIRIE ROAD SUITE 100 FLOWER MOUND TX 75028 990 2024-01-01 823912837 EBBY HALLIDAY FOUNDATION EBBY 2147329764 5999 W NORTHWEST HIGHWAY DALLAS TX 75225 RON BURGERT TREASURER 2147329764 2025-05-29 1 0 CYNTHIA GRIECO P00643849 9722212500 2025-05-29 2024 2025-03-06 01:10:19Z X RON BURGERT 5999 W NORTHWEST HIGHWAY DALLAS TX 75225 300219 0 X WWW.EBBYHALLIDAYFOUNDATION.ORG X FOUNDATION 2017 TX THIS ORGANIZATION'S MISSION IS TO PROVIDE SUPPORT OF CHARITABLE ORGANIZATIONS IN THE NORTH TEXAS AREA THAT SERVE BOYS AND GIRLS, ADHERING TO THE ACTIVITIES AND CHARITABLE CAUSES THAT EBBY HALLIDAY PROMOTED AND SUPPORTED DURING HER LIFETIME. 7 7 0 37 0 0 34761 66075 0 0 22948 85147 127542 65721 185251 216943 85050 118184 0 0 50000 50000 0 0 0 43539 47094 178589 215278 6662 1665 3308280 3308446 1500 0 3306780 3308446 THIS ORGANIZATION'S MISSION IS TO PROVIDE SUPPORT OF CHARITABLE ORGANIZATIONS IN THE NORTH TEXAS AREA THAT SERVE BOYS AND GIRLS, ADHERING TO THE ACTIVITIES AND CHARITABLE CAUSES THAT EBBY HALLIDAY PROMOTED AND SUPPORTED DURING HER LIFETIME. 0 0 126434 118184 66065 THE ORGANIZATION EXISTS TO CARRY OUT THE PHILANTHROPIC VISION OF THE LATE EBBY HALLIDAY BY SUPPORTING CHARITABLE AND EDUCATIONAL ORGANIZATIONS AND CAUSES THAT SHE WOULD HAVE SUPPORTED INCLUDING, WITHOUT LIMITATION, (1) PROVIDING GRANTS AND OTHER SUPPORT SUCH AS THE RENT-FREE USE OF FACILITIES TO NORTH TEXAS CHARITIES THAT SERVICE WOMEN AND GIRLS, (2) PROVIDING FINANCIAL HARDSHIP RELIEF AND DISASTER ASSISTANCE GRANTS TO EMPLOYEES OF THE COMPANY SHE FOUNDED, EBBY HALLIDAY REALTORS, AND ITS AFFILIATES, AND THE FAMILIES OF SUCH INDIVIDUALS WHO SUFFER FINANCIAL NEEDS OR DISTRESS RESULTING FROM CATASTROPHIC EVENTS IN THEIR LIVES SUCH AS NATURAL OR CIVIL DISASTERS. 126434 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X RON BURGERT 2147329764 5999 W NORTHWEST HIGHWAY DALLAS TX 75225 RONALD BURGERT TREASURER 2.00 X 0 0 0 ASHLEY COOK SECRETARY/ATTORNEY 1.00 X 0 0 0 CODY BAKER MEMBER 1.00 X 0 0 0 MARY POSS CHAIRMAN 20.00 X 50000 0 0 CAROLYN ROSSON VICE CHAIRMAN 1.00 X 0 0 0 CANDYE BARTOS SPEARS MEMBER 1.00 X 0 0 0 CINDY BRINKER SIMMONS MEMBER 1.00 X 0 0 0 50000 0 0 0 0 0 0 0 66075 66075 85147 85147 148997 83276 65721 65721 65721 216943 65721 0 85147 118184 118184 50000 50000 29251 29251 5172 5172 6686 6686 735 735 4421 4421 BANK FEES 443 443 POSTAGE 386 386 215278 126434 88844 0 501596 334156 1502853 1575721 0 24384 1390406 16221 1303831 1374185 3308280 3308446 1500 0 1500 0 X 3306780 3308446 3306780 3308446 3308280 3308446 1665 0 X 0 0 0 X 1535 2342 7750 34761 66075 112463 1535 2342 7750 34761 66075 112463 112463 138701 130518 149647 161099 234144 814109 926572 0.12140 0.09440 X THE EBBY HALLIDAY FOUNDATION WAS CREATED IN 2017 UNDER THE TERMS OF THE WILL OF THE LATE MS. EBBY HALLIDAY. DURING THE PERIOD FROM 2017 UNTIL APPROXIMATELY JANUARY 1, 2024, THE BULK OF THE ACTIVITY UNDERTAKEN BY THE FOUNDATION WAS THE SALE OF REAL ESTATE BEQUEATHED TO THE FOUNDATION BY MS. HALLIDAY AND ENTERING INTO A LEASE ON A BUILDING ALSO INCLUDED IN THE BEQUEST FROM MS. HALLIDAY. MINIMAL DONATIONS TO 501(C)(3} ORGANIZATIONS TOTALING $46,388 WERE MADE FROM 2020 THRU 2023. IT WAS NOT UNTIL 2024 WHEN THE BOARD OF THE EBBY HALLIDAY FOUNDATION SELECTED AN ACTIVE CHAIRMAN OF THE FOUNDATION, AND THE BOARD UNDERTOOK ROBUST FUND RAISING EFFORTS TO ACTIVATE THE PROGRAMS NECESSARY TO FULFILL THE MISSION SET FORTH BY MS. HALLIDAY. THE BOARD WAS EXPANDED AND DIVERSIFIED IN 2024 TO INCLUDE BUSINESS LEADERS TO HELP REVIEW A NEW PROGRAM WHEREBY 501(C)(3} ORGANIZATIONS COULD APPLY FOR GRANTS FROM THE FOUNDATION. FOR THE YEAR 2024, THE FOUNDATION MADE DONATIONS TO CHARITABLE ORGANIZATIONS OF $118,184. IT RECEIVED $66,075 IN PUBLIC CONTRIBUTIONS. THE GUIDELINES FOR GRANTS FROM THE EBBY HALLIDAY FOUNDATION ARE MADE PUBLIC FOR TWO REASONS: (1) TO ALERT PROSPECTIVE CHARITABLE FOUNDATIONS OF THE EXISTENCE AND PURPOSE OF THE FOUNDATION, AND {2} TO ALERT PROSPECTIVE DONORS WISHING TO SPREAD DONATIONS TO WORTHY INSTITUTIONS WITH THE SAME OR SIMILAR CAUSES DESCRIBED HEREIN.A NEW FUND RAISING PROGRAM TO PRESERVE THE HISTORICAL SIGNIFICANCE OF THE BUILDING LOCATED AT 5999 W NORTHWEST HIGHWAY IN DALLAS, TEXAS (AT THE INTERSECTION OF TWO STATE HIGHWAYS) IS IN THE PLANNING PHASE WITH CERTAIN INDIVIDUALS ALREADY HAVING EXPRESSED VERY SIGNIFICANT INTEREST IN CONTRIBUTING TO THE PROJECT. THE PLANS TO PRESERVE THE BUILDING ARE UNDERWAY WITH A NATIONALLY RECOGNIZED ARCHITECT AND LANDSCAPER. AN ANTICIPATED $2 MILLION IN PUBLIC CONTRIBUTIONS IS EXPECTED TO BE RECEIVED OVER THE NEXT TWO YEARS WHEN THE PLANS ARE READY TO FUND AN HISTORICAL PRESERVATION AND BEAUTIFICATION PROJECT. THE ANTICIPATED DONATIONS TO THE FOUNDATION WILL BE MORE THAN SUFFICIENT FOR THE EBBY HALLIDAY FOUNDATION TO MEET THE REQUIREMENTS OF A PUBLIC FOUNDATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1246000 1246000 144406 16221 128185 1374185 0 NORTH TEXAS FOOD BANK 3677 MAPLESHADE LN PLANO TX 75075 0 73500 SUPPORT ONGOING OPERATION EXPERIENCE CAMPS 136 MAIN ST SUITE 206 WESTPORT CT 06880 0 10000 SUPPORT ONGOING OPERATION CENTER FOR VISION HEALTH 5442 LA SIERRA DR DALLAS TX 75231 0 7750 SUPPORT ONGOING OPERATION FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER REVIEWS AND SIGNS A CONFLICT OF INTEREST FORM EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST