2025-11-10T08:38:58-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 200214688 Halbert Harmon Foundation % Halbert Harmon Foundation HALB 8175147411 55 Main Street Ste 200 Colleyville TX 76034 Christopher Harmon Secretary 8175147411 2025-11-07 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 10087909 X 276433 14443 14443 107058 107058 1216823 4936708 1216823 548 548 1615305 1338872 39000 39000 51359 51359 12075 975 37205 36 37169 139639 52370 76169 509621 504100 649260 52370 580269 966045 1286502 0 122868 1848708 1848708 7048534 6288739 8239201 7171402 8137447 10087909 0 0 X 7171402 8137447 7171402 8137447 7171402 8137447 7171402 966045 8137447 8137447 Publicly-traded Securities 4936708 3719885 1216823 1216823 1216823 17882 17882 17882 10279 0 8000 18279 X 0 397 397 false false false false false false false true true TX true false false false false true Halbert Harmon Foundation 8175147411 55 Main Street Suite 200 Colleyville TX 76034 false false true 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 Morgan Stanley 7600 BROADWAY STE 100 SAN ANTONIO TX 78209 Investment Mgmt 51359 9376957 382707 0 9759664 0 9759664 146395 9613269 480663 480663 17882 17882 462781 462781 462781 580269 0 5521 0 0 585790 462781 123588 585790 123588 462202 0 0 579 0 0 Belinda Jo Harmon David S Halbert X ABILENE CHRISTIAN UNIVERSITY ACU BOX 29132 ABILENE TX 79699 N/A PC SERC Pledge 200000 ABILENE CHRISTIAN UNIVERSITY ACU BOX 29132 ABILENE TX 79699 N/A PC Basketball Excellence Fund 5000 ABILENE HIGH SCHOOL BOOSTER CLUB PO BOX 928 ABILENE TX 79604 N/A PC Abilene High School Men's Golf 2500 BIG COUNTRY COURT APPOINTED SPECIAL ADVOCATES INC 400 OAK ST STE 217 ABILENE TX 79602 N/A PC General & Unrestricted 3000 BYRON NELSON H S 2775 BOBCAT BLVD TROPHY CLUB TX 76262 N/A GOV BNHS Theater 2000 CL - CHANGING LIVES 4227 ARBOR CREEK DR CARROLLTON TX 75010 N/A PC General & Unrestricted 20000 COME BEFORE WINTER INC PO BOX 203381 AUSTIN TX 78720 N/A PC General & Unrestricted 4600 FOREST FORWARD PO BOX 152929 DALLAS TX 75315 N/A PC General & Unrestricted 200000 FORTRESS YOUTH DEVELOPMENT CENTER INC 1007 E TERRELL AVE FORT WORTH TX 76104 N/A PC General & Unrestricted 15000 HOPEKIDS INC PO BOX 28471 SCOTTSDALE AZ 85255 N/A PC North Texas Chapter of HopeKids 10000 LAKE CITIES CHURCH OF CHRIST 280 INDIAN CREEK DR TROPHY CLUB TX 76262 N/A PC Charitable Event 5000 LITTE LEAGUE BASEBALL INC 2490 FANNIN ST ABILENE TX 79603 N/A PC General & Unrestricted 2000 PTA TEXAS CONGRESS PO BOX 1053 ROANOKE TX 76262 N/A PC General Explanation 5521 PURE HOPE FOUNDATION PO BOX 1031 MT VERNON TX 75457 N/A PC General & Unrestricted 20000 TEXAS INTERNATIONAL BIBLE INSTITUTE 1502 AVE I SOUTH HOUSTON TX 77587 N/A PC General & Unrestricted 5000 WEST FORT WORTH CENTER OF HOPE INC 9516 CAMP BOWIE W BLVD STE A FORT WORTH TX 76116 N/A PC General & Unrestricted 5000 YOUTH VOICE INC 1634 N 1ST ST ABILENE TX 79601 N/A PC General & Unrestricted 5000 509621 14 14443 14 107058 18 1216823 CLASS ACTION LAWSUIT PROCEEDS 01 548 1338872 1338872 false false false false false false false false false false X X 1 DSH 2004 CLAT 6655 N MacArthur BLVD Irving TX 75039 276433 X PART I LINE 25 AND PART XIV LINE 3A PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF TOTE BAGS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $5,521 TOTAL BOOK VALUE OF PROPERTY: $5,521 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $5,521 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Tote Bags UNITS: 100 DATE OF DISTRIBUTION: 4/12/2024 GRANT RECIPIENT: PTA Texas Congress FMV OF PROPERTY: $5,521 BOOK VALUE OF PROPERTY: $5,521 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $5,521 FORM 990-PF, PARTS I AND XIV: FORM 990-PF, PARTS I AND XIV: TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $509,621 Less amount not treated as qualifying distribution: $5,521 TOTAL Part I, Line 25, Column (d): $504,100 ABB LTD 5165 8110 ABBVIE INC 17716 28077 ACCENTURE PLC 50253 60860 AES CORP 5314 3166 AIA GROUP LTD ADR 9770 8675 AIRBNB 65248 69680 AIRBUS GROUP 14198 12946 ALNYLAM PHARMACEUTICALS, INC 4052 6356 ALPHABET INC CL C 27210 28947 AMADEUS IT HLDS SA 3409 3351 AMAZON COM 11823 16711 AMERICA MOVIL SA 7394 5366 APPLE INC 10550 12092 APPLOVIN CORP 48375 45336 ARES MANAGEMENT CORPORATION 58120 68157 ASML HOLDING NV NY REG SHS 23022 19293 ASSA ABLOY UNSP/ADR 4176 6446 ASTRAZENECA 26264 21818 AUTODESK, INC 76069 180001 BAE SYSTEMS PLC 10436 8403 BEIGENE LTD 4676 5073 BOSTON SCIENTIFIC 8432 8412 BP PLC SPONSORED ADR 8417 6681 BRITISH AMERICAN TOBACCO PLC 5353 6174 BROADCOM INC 58702 321329 BUILDERS FIRST SOURCE INC 41834 35018 BUNGE GLOBAL SA 5759 4355 CALRSBERG AS SP ADR REP B 5671 3318 CAP GEMINI SA UNSP/ADR 5610 3993 CARRIER GLOBAL 15660 16109 CATERPILLAR INC 13272 13399 CENOVUS ENERGY INC 8237 6181 CHARLES RIV LABORATORIES INTL 56569 33228 CHIPOTLE MEX GRILL 48298 49024 CHUBB LIMITED 12972 13461 CINTAS CRP 30876 44031 CLEAN HARBORS, INC 24651 25315 CLOUDFLARE, INC. 7654 7381 CME GROUP, INC 8003 8803 CONOCOPHILLIPS 7033 5770 COSTCO WHOLESALE CORPORATION 15567 17952 CROWDSTRIKE HOLDINGS, INC 70714 142338 DAIKIN INDS LTD ADR 7306 5674 DANAHER CORP 7855 8764 DNB BANK ASA 5722 6030 DOCUSIGN INC 119257 51176 DOLBY LABORATORIES 20398 33271 DOXIMITY ORD SHS CLASS A 32889 45168 DSV UNSP ADR EACH REPR 0.5 ORD 9733 13594 E.L.F. BEAUTY, INC. 58066 43691 ELI LILLY & CO 15316 14709 ENTAIN PLC 3222 2959 EQUIFAX INC 4475 4756 ESSILOR INTL ADR 12290 12791 FLUTTER ENTMT PLC ADR 8510 10526 FREEPORT-MCMORAN COPPER & GOLD 20273 57958 GAZPROM PJSC SPON ADR EA REP 2 3627 GENERAL ELECTRIC CO 10041 9497 GODADDY INC 6420 9148 GRAINGER W W INC 64611 72193 HERMES INTL 10 ADR 11203 10768 HILTON WORLDWIDE HOLDINGS, INC 9743 11783 HOME DEPOT INC 9240 10766 HONG KONG EX&CL UNSP/ADR 4488 4616 HUBSPOT INC 129994 158166 ICICI BK LTD ADS 9321 10272 IDEXX CORP 41700 35271 INSULET CORPORATION 43596 47776 INTUITIVE SURGICAL 11684 15293 INVESCO QQQ TRUST 499634 813366 IONIS PHARMACEUTICALS INC 27605 18354 JOHNSON CONTROLS INTERNATIONAL 49062 86192 JP MORGAN CHASE 18889 22901 L3HARRIS TECHNOLOGIES 43673 79696 LIBERTY MEDIA CORPORATION - SE 817 7816 LIBERTY MEDIA CORPORATION - SE 28691 46237 LINDE PLC COM 8382 8060 LONDON STK EXCHANGE GROUP 9244 10957 LVMH MOET HENN UNSP 7699 8658 MASTERCARD INC 8452 9757 META PLATFORMS INC 34650 43682 MICROSOFT CORP 19084 43836 MITSUI & COMPANY, LTD. - ADR 8620 8197 MONGODB INC CL A 42372 25376 MOTOROLA SOLUTIONS INC 4933 8612 MSCI INC 47023 48841 NESTLE S.A 16134 12582 NETFLIX INC 19213 26516 NIKE INC-CL B 9462 4294 NINTENDO CO LTD ADR UNSPON 7177 7681 NOVO NORDISK A S 34820 22193 NVIDIA CORP 18559 26321 OLD DOMINION FREIGHT LINE 64585 56095 ON SEMICONDUCTOR 4393 3824 PALANTIR TECHNOLOGIES INC 15099 15126 PAYLOCITY CORP 19024 22740 PERNOD RICARD S A SPONSORED AD 5770 3754 PFIZER INC 3713 3475 PHILIP MORRIS INTL 9666 11618 PINTEREST INC 71304 67628 PROSUS NV ADR 7992 8258 REGENERON PHARMACEUTICALS INC 17614 13394 RENAULT SA 6777 6202 RESTAURANT BRANDS INTL 5300 4946 ROBINHOOD 19467 18481 ROLLS ROYCE GRP PLC S/ADR 6746 8758 ROYAL CARRIBEAN CRUISE 9086 14064 RYANAIR HOLDINGS PLC-ADR COM 4492 4037 SAFRAN SA - UNSPON ADR 16611 15642 SALESFORCE.COM 10633 12390 SAP AKTIENGESELL ADS 9450 11909 SCHLUMBERGER LTD 5672 4486 SCHNEIDER ELEC UNSP/ADR 15392 15190 SEAGATE TECHNOLOGY HOLDINGS PL 8556 23908 SERVICE NOW 50442 89870 SHERWIN-WILLIAMS CO 5759 6334 SHIN-ETSU CHEMICAL C 8041 6988 SHOPIFY INC 47443 72836 SIKA AG BEARER SHS 9863 7502 SMC CORPORATION 4164 3043 SNOWFLAKE INC 55126 57749 SPDR BARCLAYS CAPITAL 1-3 MONT 19171 19109 SPDR S&P 500 ETF TRUST 1355924 1856700 STARBUCKS CORP COM 54034 51032 STMICROELECTRONICS 7114 4195 SYNOPSYS, INC 10691 9116 TAIWAN SEMICONDUCTOR MFG CO LT 12384 40683 TE CONNECTIVITY LTD 74178 149117 TENCENT HOLDINGS LIMITED 4903 6648 TESLA MOTORS INC 19548 38864 THE BLACKSTONE GROUP INC CL A 7609 10413 THERMO FISHER SCIENTIFIC INC 4327 10294 TJX COMPANIES INC 75714 103293 TKO GROUP HOLDINGS, INC 40043 58691 TOTALENERGIES SE 11235 8502 TRACTOR SUPPLY CO COM 46376 46693 TRIP COM GROUP ADR 9531 11810 UNICREDIT SPA 8424 8492 UNITEDHEALTH GROUP INC 45955 103195 VALE SA 7553 5153 VANGUARD RUSSELL 2000 ETF 1142961 1282242 VERTEX PHARMCTLS INC 114342 199951 VERTIV CL A 64770 82708 VISA INC 16308 18132 WESTERN DIGITAL CORP 24689 28205 ZOETIS INC 5076 7839 Administrative Fees 37169 37169 Bank Charges 36 36 Class Action Lawsuit Proceeds 548 548 Investment Management Services 51359 51359 990-PF Estimated Tax for 2024 10200 990-PF Extension for 2023 900 Foreign Tax Paid 975 975