Nonprofit · EIN 20-0214688
HALBERT HARMON FOUNDATION INC
Tax-exempt · COLLEYVILLE, TX 76034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,615,305 | $649,260 | $966,045 | $8,137,447 | $0 | $8,137,447 |
| December 31, 2023 | 990-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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andrew W Harmon 55 Main Street Ste 200, Colleyville, TX 76034 | Dir | 1 | $6,500 |
| Belinda Jo Harmon 55 Main Street Ste 200, Colleyville, TX 76034 | Dir, VP | 1 | $6,500 |
| Christopher Harmon 55 Main Street Ste 200, Colleyville, TX 76034 | Sec, Dir | 2 | $6,500 |
| David Todd Harmon 55 Main Street Ste 200, Colleyville, TX 76034 | Dir | 1 | $6,500 |
| Jon Mark Harmon 55 Main Street Ste 200, Colleyville, TX 76034 | VP, Dir | 1 | $6,500 |
| Robert G Harmon 55 Main Street Ste 200, Colleyville, TX 76034 | Dir, VP | 1 | $6,500 |
| David S Halbert 55 Main Street Ste 200, Colleyville, TX 76034 | Dir, Pres | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andrew W Harmon 55 Main Street Ste 200, Colleyville, TX 76034 | Dir | 1 | $6,500 |
| Belinda Jo Harmon 55 Main Street Ste 200, Colleyville, TX 76034 | Dir, VP | 1 | $6,500 |
| Christopher Harmon 55 Main Street Ste 200, Colleyville, TX 76034 | Sec, Dir | 2 | $6,500 |
| David Todd Harmon 55 Main Street Ste 200, Colleyville, TX 76034 | Dir | 1 | $6,500 |
| Jon Mark Harmon 55 Main Street Ste 200, Colleyville, TX 76034 | VP, Dir | 1 | $6,500 |
| Robert G Harmon 55 Main Street Ste 200, Colleyville, TX 76034 | Dir, VP | 1 | $6,500 |
| David S Halbert 55 Main Street Ste 200, Colleyville, TX 76034 | Dir, Pres | 1 | $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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $8,137,447
- Income (IRS master file)
- $5,335,190
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,615,305 | $649,260 | $8,137,447 | IRS |
| 990-PF | December 2023 | $448,538 | $574,646 | $7,171,402 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 20-0214688).
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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