2024-11-12T07:31:48-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 200214688 Halbert Harmon Foundation % Halbert Harmon Foundation HALB 8175147411 55 Main Street Ste 200 Colleyville TX 76034 CHRISTOPHER HARMON secretary 8175147411 2024-11-11 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 8870578 X 276433 6321 6321 108016 108016 57619 736358 57619 149 149 448538 172105 39000 39000 47357 47357 2307 876 20382 38 20344 109046 48271 59344 465600 465600 574646 48271 524944 -126108 123834 202953 122868 122868 7094557 7048534 8747710 7297510 7171402 8870578 0 0 X 7297510 7171402 7297510 7171402 7297510 7171402 7297510 -126108 7171402 7171402 Publicly-traded Securities 736358 678739 57619 57619 57619 1721 1721 1721 900 0 900 1800 X 0 79 79 false false false false false false false true true TX true false false false false true Halbert Harmon Foundation 8175147411 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false true false false false false false false false false false false false false false false false false false David S Halbert 55 Main Street Ste 200 Colleyville TX 76034 Dir, Pres 1.0 0 0 0 Andrew W Harmon 55 Main Street Ste 200 Colleyville TX 76034 Dir 1.0 6500 0 0 Belinda Jo Harmon 55 Main Street Ste 200 Colleyville TX 76034 Dir, VP 1.0 6500 0 0 Christopher Harmon 55 Main Street Ste 200 Colleyville TX 76034 Sec, Dir 2.0 6500 0 0 David Todd Harmon 55 Main Street Ste 200 Colleyville TX 76034 Dir 1.0 6500 0 0 Jon Mark Harmon 55 Main Street Ste 200 Colleyville TX 76034 VP, Dir 1.0 6500 0 0 Robert G Harmon 55 Main Street Ste 200 Colleyville TX 76034 Dir, VP 1.0 6500 0 0 8017314 335558 0 8352872 0 8352872 125293 8227579 411379 411379 1721 1721 409658 409658 409658 524944 0 0 0 0 524944 409658 238874 2021 2020 2019 524944 238874 286070 0 0 123588 0 0 David S Halbert BELINDA JO HARMON X ABILENE CHRISTIAN UNIVERSITY ACU BOX 29132 ABILENE TX 79699 N/A PC SERC Pledge 200000 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CARRIBEAN CRUISE 3627 5364 RYANAIR HOLDINGS PLC-ADR COM 2822 3334 S&P GLOBAL INC COM 12687 36123 SAFRAN SA - UNSPON ADR 6829 8473 SALESFORCE.COM 5095 6424 SAP AKTIENGESELL ADS 4474 4792 SCHLUMBERGER LTD 2670 4059 SCHNEIDER ELEC UNSP/ADR 3809 4264 SEAGATE TECHNOLOGY HOLDINGS PL 18131 50112 SERVICE NOW 43212 56362 SHERWIN-WILLIAMS CO 3278 3743 SHIMANO INC UNSP ADR EACH REPR 13991 11688 SHIN-ETSU CHEMICAL C 4908 5894 SHOPIFY INC 3756 4596 SIKA AG BEARER SHS 6123 6069 SMC CORPORATION 3084 2804 SNOWFLAKE INC 62597 83381 SPDR BARCLAYS CAPITAL 1-3 MONT 31459 31438 SPDR S&P 500 ETF TRUST 1592185 1768152 STARBUCKS CORP COM 40868 39460 STMICROELECTRONICS 3944 4161 SWATCH GROUP AG 29685 22306 SYSCO CORP 15882 14260 TAIWAN SEMICONDUCTOR MFG CO LT 21255 49400 TC ENERGY CORPORATION 2966 1994 TE CONNECTIVITY LTD 78022 155253 TENCENT HOLDINGS LIMITED 19610 17119 TESLA MOTORS INC 12820 14992 TEXAS INSTRUMENTS INC 19833 28467 THALES S.A. 18798 22447 THE BLACKSTONE GROUP INC CL A 4110 5630 THE COCA-COLA CO 31992 40190 THERMO FISHER SCIENTIFIC INC 17299 41709 TJX COMPANIES INC 53258 60601 TKO GROUP HOLDINGS, INC 25284 21456 TOPBUILD CORP 12414 21172 TORONTO DOMINION 27133 30371 TOTALENERGIES SE 3488 4717 TRIMBLE NAV LTD 3348 2288 TRIP COM GROUP ADR 2483 2485 UNILEVER PLC AMER 35358 31270 UNITEDHEALTH GROUP INC 97551 253232 VALE SA 8687 6201 VANGUARD RUSSELL 2000 ETF 703484 756419 VERALTO CORPORATION 733 740 VERTEX PHARMCTLS INC 138093 263258 VISA INC 19338 47904 WARNER BROS. DISCOVERY, INC 87623 25161 WARNER MUSIC GRP CRP 10095 11166 WELLS FARGO & CO 21334 25545 WESTERN DIGITAL CORP 24689 24771 WOLFSPEED INC 63302 43989 WOLTERS KLUWER S/ADR 17082 43892 ZOETIS INC 12999 34540 Administrative Fees 20344 20344 Bank Charges 38 38 Class Action Lawsuit Proceeds 149 149 Investment Management Services 47357 47357 990-PF Estimated Tax for 2023 900 990-PF Excise Tax for 2022 531 Foreign Tax Paid 876 876