HALLIBURTON FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HALLIBURTON FOUNDATION INC (EIN 75-1212458)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349104063
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T14:45:31-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751212458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLIBURTON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALL | BusinessNameControlTxt |
| Phone | 2812912455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 N SAM HOUSTON PKWY E | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY MCKEON | PersonNm |
| Person Title | TAX OFFICER | PersonTitleTxt |
| Phone | 2812912455 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R SALES | PreparerPersonNm |
| PTIN | P01770943 | PTIN |
| Phone | 7325164200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,166,029 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $59,612 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59,612 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $106,544 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,544 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $382,340 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $722,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $382,340 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,548,496 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $548,496 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,527 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,527 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,655 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $216,849 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $182 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $228,031 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,527 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $182 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,084,954 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,035,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,312,985 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,527 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,036,132 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $235,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $544,969 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $904,442 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,069,074 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,069,074 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $333,333 | AcctRcvblAmt |
| Acct Rcvbl BOY | $500,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $333,333 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $333,333 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,231,441 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,901,801 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,788,483 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,693,073 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,142,597 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,975,139 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,328,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,446,804 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,166,029 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $166,667 | GrantsPayableBOYAmt |
| Grants Payable EOY | $49,004 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $166,667 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,004 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,913,764 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,751,475 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,397,800 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,162,289 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,397,800 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,328,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,446,804 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,162,289 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $235,511 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,397,800 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,397,800 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $722,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $339,660 | CostOrOtherBasisAmt |
| Gain Or Loss | $382,340 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $382,340 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $382,340 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,575 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,575 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,575 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $322 | EsPenaltyAmt |
| Tax Due | $297 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TIMOTHY MCKEON | IndividualWithBooksNm |
| Phone | 7132634636 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 N SAM HOUSTON PKWY E | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BECKWITH VAN H | ||||||||
| 3000 N SAM HOUSTON PARKWAY E | HOUSTON | TX | 77032 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| CARRE ERIC | ||||||||
| 3000 N SAM HOUSTON PARKWAY E | HOUSTON | TX | 77032 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| MILLER JEFFREY ALLEN | ||||||||
| 3000 N SAM HOUSTON PARKWAY E | HOUSTON | TX | 77032 | BOARD PRESIDENT | 0.25 | $0 | $0 | $0 |
| POPE LAWRENCE J | ||||||||
| 3000 N SAM HOUSTON PARKWAY E | HOUSTON | TX | 77032 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| DE LOUW MARC | ||||||||
| 3000 N SAM HOUSTON PARKWAY E | HOUSTON | TX | 77032 | TAX OFFICER | 0.25 | $0 | $0 | $0 |
| JOSEFOVSKY TRACY | ||||||||
| 3000 N SAM HOUSTON PARKWAY E | HOUSTON | TX | 77032 | SECRETARY | 0.25 | $0 | $0 | $0 |
| MCKEON TIMOTHY M | ||||||||
| 3000 N SAM HOUSTON PARKWAY E | HOUSTON | TX | 77032 | TREASURER | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,394,851 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,040,231 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,435,082 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,435,082 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $156,526 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,278,556 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $513,928 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $513,928 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,575 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,575 | TotalTaxAmt |
| Distributable Before Adj | $506,353 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $506,353 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $506,353 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,036,132 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,036,132 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $506,353 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,832,203 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,439,967 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,950,342 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,207,858 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,266,644 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,697,014 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,036,132 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $506,353 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,529,779 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,226,793 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,832,203 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,394,590 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,439,967 | ExcessFromYear4Amt |
| Excess From Year3 | $1,950,342 | ExcessFromYear3Amt |
| Excess From Year2 | $1,207,858 | ExcessFromYear2Amt |
| Excess From Year1 | $2,266,644 | ExcessFromYear1Amt |
| Excess From Current Year | $1,529,779 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ADAM VANDEVENTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 N SAM HOUSTON PKWY E | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3463456834 | RecipientPhoneNum |
| Recipient Email Address | ADAM.VANDEVENTER@HALLIBURTON.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION SHOULD BE SUBMITTED BY LETTER AND INCLUDE AMOUNT REQUESTED AND USE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. APPLICANTS ARE NOTIFIES OF APPROVAL OR DECLINE USUALLY WITHIN 3 MONTHS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO EDUCATION AND HEALTH ORGANIZATIONS. GRANT MATCH PROGRAM SETS ANNUAL MAXIMUM DOLLAR LIMITS FOR ELIGIBLE PARTICIPANTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ONLINE GIVING FOUNDATION | |||||||
| 40 EAST MAIN STREET SUITE 887 | NEWARK | DE | 19711 | N/A | PC | EDUCATION | $355,884 |
| ANGELO STATE UNIVERSITY FOUNDATION | |||||||
| ASU STATION 11023 | SAN ANGELO | TX | 76909 | N/A | PC | EDUCATION | $15,000 |
| AUGUSTANA COLLEGE | |||||||
| 639 38TH ST | ROCK ISLAND | IL | 61201 | N/A | PC | EDUCATION | $112,500 |
| COLORADO ASSOCIATION OF BLACK PROF ENGINEERS AND SCIENTISTS | |||||||
| PO BOX 200508 | DENVER | CO | 80220 | N/A | PC | EDUCATION | $15,000 |
| COLORADO SCHOOL OF MINES | |||||||
| PO BOX 4005 | GOLDEN | CO | 80401 | N/A | PC | EDUCATION | $30,650 |
| COLORADO STATE UNIVERSITY | |||||||
| 300 UNIVERSITY SERVICES CENTER | FORT COLLINS | CO | 80523 | N/A | PC | EDUCATION | $40,000 |
| CONNECTICUT CHILDRENS FOUNDATION | |||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 61066 | N/A | PC | EDUCATION | $18,000 |
| CRISTO REY JESUIT HIGH SCHOOL OF HOUSTON INC | |||||||
| 6700 MOUNT CARMEL ST | HOUSTON | TX | 77087 | N/A | PC | EDUCATION | $9,000 |
| DALE CARNEGIE SUCCESS SKILLS CENTER INC | |||||||
| 1880 S DAIRY ASHFORD ROAD | HOUSTON | TX | 77077 | N/A | PC | EDUCATION | $7,000 |
| DALLAS SEMINARY FOUNDATION | |||||||
| 3909 SWISS AVE | DALLAS | TX | 75204 | N/A | PC | EDUCATION | $45,000 |
| ENERGY EDUCATION FOUNDATION | |||||||
| 1414 ENCLAVE PARKWAY | HOUSTON | TX | 77077 | N/A | PC | EDUCATION | $15,000 |
| GENESYS WORKS HOUSTON | |||||||
| 601 JEFFERSON AVE | HOUSTON | TX | 77002 | N/A | PC | EDUCATION | $15,000 |
| GEOPHYSICAL SOCIETY OF HOUSTON | |||||||
| 1790 W SAM HOUSTON PARKWAY N | HOUSTON | TX | 77043 | N/A | PC | EDUCATION | $2,975 |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING ST NW SUITE 400 | ATLANTA | GA | 30308 | N/A | PC | EDUCATION | $6,000 |
| KIPP TEXAS PUBLIC SCHOOLS INC | |||||||
| 10711 KIPP WAY | HOUSTON | TX | 77099 | N/A | PC | EDUCATION | $8,000 |
| LAMAR RESEARCH FOUNDATION | |||||||
| 4400 MARTIN LUTHER KING BLVD BOX | BEAUMONT | TX | 77710 | N/A | PC | EDUCATION | $10,500 |
| LAMAR UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 11500 | BEAUMONT | TX | 77710 | N/A | PC | EDUCATION | $4,628 |
| LOUISIANA STATE U FOUNDATION | |||||||
| 3796 NICHOLSON DR | BATON ROUGE | LA | 70802 | N/A | PC | EDUCATION | $45,000 |
| LSU FOUNDATION | |||||||
| 3796 NICHOLSON DR | BATON ROUGE | LA | 70802 | N/A | PC | EDUCATION | $31,000 |
| MCNEESE STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 91989 | LAKE CHARLES | LA | 70609 | N/A | PC | EDUCATION | $48,933 |
| MONTANA STATE UNIVERSITY FOUNDATION | |||||||
| 1501 SOUTH 11TH AVE PO BOX 172750 | BOZEMAN | MT | 59717 | N/A | PC | EDUCATION | $10,000 |
| NEW CANEY ISD | |||||||
| 21580 LOOP 494 | NEW CANEY | TX | 77357 | N/A | PC | EDUCATION | $1,125 |
| NORTHWEST UNIVERSITY | |||||||
| PO BOX 579 | KIRKLAND | WA | 98083 | N/A | PC | EDUCATION | $67,500 |
| OHIO STATE UNIVERSITY | |||||||
| 2200 OLENTANGY RIVER RD | COLUMBUS | OH | 43210 | N/A | PC | EDUCATION | $67,500 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| 400 S MONROE | STILLWATER | OK | 74074 | N/A | PC | EDUCATION | $72,000 |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 408 OLD MAIN | UNIVERSITY PARK | PA | 16802 | N/A | PC | EDUCATION | $10,000 |
| PRAIRIE VIEW A&M UNIVERSITY | |||||||
| PO BOX 519 - MAIL STOP 1311 | PRAIRIE VIEW | TX | 77446 | N/A | PC | EDUCATION | $25,000 |
| PURDUE FOUNDATION INC | |||||||
| 1281 WIN HENTSCHEL BLVD | WEST LAFAYETTE | IN | 47906 | N/A | PC | EDUCATION | $10,000 |
| REGENTS SCHOOL OF AUSTIN | |||||||
| 3230 TRAVIS COUNTY CIRCLE | AUSTIN | TX | 78735 | N/A | PC | EDUCATION | $2,250 |
| SEAS THE DAY MOBILE LIBRARY INC | |||||||
| 12609 WILLIAM PENN BLVD | OKLAHOMA CITY | OK | 73120 | N/A | PC | EDUCATION | $5,500 |
| SOUTH DAKOTA SCHOOL OF MINES AND | |||||||
| 330 E KANSAS CITY ST - SUITE 200 | RAPID CITY | SD | 57701 | N/A | PC | EDUCATION | $20,000 |
| STEM NOLA | |||||||
| 4910 DREXEL DR XAVIER UNI BOX 61 | NEW ORLEANS | LA | 70125 | N/A | PC | EDUCATION | $5,000 |
| SUSQUEHANNA UNIVERSITY | |||||||
| 514 UNIVERSITY AVE | SELINSGROVE | PA | 17870 | N/A | PC | EDUCATION | $67,500 |
| TEMPLE UNIVERSITY | |||||||
| 1852 N 10TH STREET | PHILADELPHIA | PA | 19122 | N/A | PC | EDUCATION | $45,000 |
| TEXAS A & M FOUNDATION | |||||||
| 401 GEORGE BUSH DR | COLLEGE STATION | TX | 77840 | N/A | PC | EDUCATION | $14,634 |
| TEXAS A&M 12TH MAN FOUNDATION | |||||||
| PO BOX 2800 | COLLEGE STATION | TX | 77841 | N/A | PC | EDUCATION | $50,063 |
| TEXAS A&M FOUNDATION | |||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | N/A | PC | EDUCATION | $25,000 |
| TEXAS ALLIANCE FOR MINORITIES IN ENGINEERING | |||||||
| 10100 BURNET RD R9200 | AUSTIN | TX | 78758 | N/A | PC | EDUCATION | $10,000 |
| TEXAS CHILDRENS HOSPITAL | |||||||
| 6621 FANNIN ST | HOUSTON | TX | 77030 | N/A | PC | EDUCATION | $56,250 |
| TEXAS TECH FOUNDATION INC | |||||||
| PO BOX 45025 | LUBBOCK | TX | 79409 | N/A | PC | EDUCATION | $27,100 |
| TEXAS TECH UNIVERSITY FOUNDATION | |||||||
| PO BOX 45025 | LUBBOCK | TX | 79409 | N/A | PC | EDUCATION | $33,750 |
| THE ASSOCIATION OF FORMER STUDENTS | |||||||
| 505 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | N/A | PC | EDUCATION | $48,933 |
| THE GRATITUDE INITIATIVE | |||||||
| 101 VINTAGE DR STE 100 | RED OAK | TX | 75154 | N/A | PC | EDUCATION | $25,000 |
| THE UNIVERSITY OF OKLAHOMA | |||||||
| 100 W TIMBERDELL RD | NORMAN | OK | 73019 | N/A | PC | EDUCATION | $38,800 |
| THE UNIVERSITY OF TEXAS AT EL PASO | |||||||
| ADMINISTRATION BLDG ROOM 200 | EL PASO | TX | 79968 | N/A | PC | EDUCATION | $10,600 |
| THE UNIVERSITY OF TEXAS RIO GRANDE | |||||||
| 701 E EXPRESSWAY 83 BOX 13 | MCALLEN | TX | 78501 | N/A | PC | EDUCATION | $10,000 |
| THE UNIVERSITY OF TULSA | |||||||
| 800 S TUCKER DR | TULSA | OK | 74104 | N/A | PC | EDUCATION | $15,000 |
| UNIVERSITY OF HOUSTON FOUNDATION | |||||||
| 4543 POST OAK PLACE 250 | HOUSTON | TX | 77027 | N/A | PC | EDUCATION | $60,000 |
| UNIVERSITY OF LOUISIANA AT LAFAYETTE | |||||||
| PO BOX 44290 | LAFAYETTE | LA | 70504 | N/A | PC | EDUCATION | $13,000 |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | N/A | PC | EDUCATION | $200,000 |
| UNIVERSITY OF TEXAS FOUNDATION | |||||||
| PO BOX 250 | AUSTIN | TX | 78767 | N/A | PC | EDUCATION | $30,000 |
| WEST POINT ASSOCIATION OF GRADUATES | |||||||
| 698 MILLS ROAD | WEST POINT | NY | 10996 | N/A | PC | EDUCATION | $112,500 |
| WEST VIRGINIA UNIVERSITY FOUNDATION | |||||||
| 1 WATERFRONT PLACE 7TH FLOOR | MORGANTOWN | WV | 26507 | N/A | PC | EDUCATION | $7,875 |
| YOUNG WOMENS COLLEGE PREPARATORY ACADEMY | |||||||
| 1722 ROUTH ST SUITE 720 | DALLAS | TX | 75201 | N/A | PC | EDUCATION | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,037,950 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CANYON POINTE ELEMENTARY SCHOOL PTO | |||||||
| 13002 NORTHPOINTE BLVD | TOMBALL | TX | 77377 | N/A | PC | EDUCATION | $180 |
| CARVER CENTER PTA | |||||||
| 6415 PARK AVENUE | TEXAS CITY | TX | 77590 | N/A | PC | EDUCATION | $158 |
| RENNELL ELEMENTARY PTO | |||||||
| 19500 TUCKERTON RD | CYPRESS | TX | 77433 | N/A | PC | EDUCATION | $336 |
| SNYDER ELEMENTARY PTO | |||||||
| 28601 BIRNHAM WOODS DR | SPRING | TX | 77386 | N/A | PC | EDUCATION | $563 |
| ST ANTHONY OF PADUA CATHOLIC SCHOOL | |||||||
| 7901 BAY BRANCH DR | THE WOODLANDS | TX | 77382 | N/A | PC | EDUCATION | $563 |
| ST JOHNS SCHOOL | |||||||
| 2401 CLAREMONT LN | HOUSTON | TX | 77019 | N/A | PC | EDUCATION | $461 |
| UNIVERSITY OF TEXAS FOUNDATION | |||||||
| 2515 SPEEDWAY | AUSTIN | TX | 78712 | N/A | PC | EDUCATION | $45,000 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | N/A | PC | EDUCATION | $1,744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $49,005 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,612 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,544 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $382,340 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $548,496 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $548,496 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $216,667 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERMIAN STRATEGIC PARTNERSHIP INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | ARRANGEMENT TO PROVIDE FUNDING TO IDEA SCHOOLS | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLIBURTON ENERGY SERVICES INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 N SAM HOUSTON PKWY E | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD MFO BOND INDEX FUND | BondNm |
| EOY Book Value | $3,142,597 | EOYBookValueAmt |
| EOYFMV | $2,975,139 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SSGA S&P 500 INDEX FUND | StockNm |
| EOY Book Value | $3,901,801 | EOYBookValueAmt |
| EOYFMV | $6,788,483 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $182 | $0 | $182 |
| PUBLIC SCHOOLS DISBURSEMENT | $216,667 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGMENT FEES | CategoryTxt |
| Amt | $3,527 | Amt |
| Net Investment Income | $3,527 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX PAYMENTS | CategoryTxt |
| Amt | $7,655 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |