Nonprofit · EIN 46-0510753
CARIS FOUNDATION
Tax-exempt · IRVING, TX 75039
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,592,424 | $6,247,164 | -$654,740 | $16,825,731 | $1,216 | $16,824,515 |
| December 31, 2023 | 990-PF | $2,128,155 | $6,172,838 | -$4,044,683 | $17,479,513 | $417 | $17,479,096 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $712,192
- Net gain from sales of assets
- $4,875,887
- Other income
- $4,345
Expenses
- Grants and similar amounts paid
- $5,739,165
- Compensation of officers, directors and key employees
- $145,416
- Salaries, compensation and benefits (total)
- $84,000
- Disbursements for charitable purposes
- $6,051,736
- Excise tax on investment income
- $75,260
Balance sheet and other
- Total assets, start of year
- $17,479,513
- Total assets, end of year
- $16,825,731
- Total liabilities, end of year
- $1,216
- Net assets, end of year
- $16,824,515
- Fair market value of assets
- $36,080,125
- Qualifying distributions
- $6,051,736
- Net investment income
- $5,589,866
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 | Other / benefits |
|---|---|---|---|---|
| CHRISTOPHER HARMON 750 W JOHN CARPENTER FRWY STE 800, IRVING, TX 75039 | VICE PRESIDENT/SECRETARY | 20 | $140,000 | $5,416 |
| KYLA MCBRYDE 750 W JOHN CARPENTER FRWY STE 800, IRVING, TX 75039 | ADMINISTRATOR Highest-paid employee | 40 | $84,000 | $2,560 |
| DAVID D HALBERT 750 W JOHN CARPENTER FRWY STE 800, IRVING, TX 75039 | VICE PRESIDENT/DIRECTOR | 1 | $0 | $0 |
| KATHRYN A HALBERT 750 W JOHN CARPENTER FRWY STE 800, IRVING, TX 75039 | EXECUTIVE DIRECTOR/PRESIDENT | 5 | $0 | $0 |
| KRISTEN S HALBERT 750 W JOHN CARPENTER FRWY STE 800, IRVING, TX 75039 | DIRECTOR/TREASURER | 1 | $0 | $0 |
| MICHAEL D HALBERT 750 W JOHN CARPENTER FRWY STE 800, IRVING, TX 75039 | DIRECTOR | 1 | $0 | $0 |
| PATRICK D HALBERT 750 W JOHN CARPENTER FRWY STE 800, IRVING, TX 75039 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LANDON SANDERS 750 W JOHN CARPENTER FRWY STE 800, IRVING, TX 75039 | CONSULTANT Highest-paid employee | 40 | $216,987 | $8,679 |
| CHRISTOPHER HARMON 750 W JOHN CARPENTER FRWY STE 800, IRVING, TX 75039 | VICE PRESIDENT/SECRETARY | 20 | $140,000 | $5,389 |
| KYLA MCBRYDE 750 W JOHN CARPENTER FRWY STE 800, IRVING, TX 75039 | ADMINISTRATOR Highest-paid employee | 40 | $84,000 | $3,360 |
| DAVID D HALBERT 750 W JOHN CARPENTER FRWY STE 800, IRVING, TX 75039 | VICE PRESIDENT/DIRECTOR | 1 | $0 | $0 |
| KATHRYN A HALBERT 750 W JOHN CARPENTER FRWY STE 800, IRVING, TX 75039 | EXECUTIVE DIRECTOR/PRESIDENT | 5 | $0 | $0 |
| KRISTEN S HALBERT 750 W JOHN CARPENTER FRWY STE 800, IRVING, TX 75039 | DIRECTOR/TREASURER | 1 | $0 | $0 |
| MICHAEL D HALBERT 750 W JOHN CARPENTER FRWY STE 800, IRVING, TX 75039 | DIRECTOR | 1 | $0 | $0 |
| PATRICK D HALBERT 750 W JOHN CARPENTER FRWY STE 800, IRVING, TX 75039 | DIRECTOR | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 750 W JOHN CARPENTER FWY STE 800, IRVING, TX 75039-2520
- In care of
- % TANDRA WHISLER
- Signed the 990-PF
- KATHRYN A HALBERT, EXECUTIVE DIRECTOR/PRESIDENT
- Phone
- (972) 947-2781
- Website
- WWW.CARISFOUNDATION.ORG
- Return prepared by
- WHITLEY PENN LLP
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
- 46-0510753
- 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 (T20)
- Assets (IRS master file)
- $16,825,731
- Income (IRS master file)
- $11,231,195
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,592,424 | $6,247,164 | $16,825,731 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,128,155 | $6,172,838 | $17,479,513 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 46-0510753).
Questions about CARIS FOUNDATION
- What is the EIN of CARIS FOUNDATION?
- The employer identification number (EIN) of CARIS FOUNDATION is 46-0510753.
- Is CARIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to CARIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARIS FOUNDATION 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 CARIS FOUNDATION 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 CARIS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 2 received compensation from the organization, the highest $140,000 (CHRISTOPHER HARMON, VICE PRESIDENT/SECRETARY).
- How much revenue does CARIS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,592,424, expenses of $6,247,164 and total assets of $16,825,731 at year end.
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