HALBERT HARMON FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HALBERT HARMON FOUNDATION INC (EIN 20-0214688)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-20
- IRS object ID
- 201722939349100207
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-20T12:02:37-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200214688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Halbert Harmon Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Halbert Harmon Foundation | InCareOfNm |
| Business Name Control | HALB | BusinessNameControlTxt |
| Phone | 8175147411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Main Street | AddressLine1Txt |
| City | Colleyville | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER HARMON | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 8175147411 | PhoneNum |
| Signature | 2017-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520172935000013 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-10-20 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,594,486 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $581 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $581 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,545 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,545 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $218,764 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,555,586 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $218,767 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $285,890 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285,893 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $72 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $72 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $41,962 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,962 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $951 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $951 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,322 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $651 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,671 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,307 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,622 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $284,107 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $237,422 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,783 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $243,208 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $237,407 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $273,818 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $273,818 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $600,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,000,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $600,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $600,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,590,272 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,955,644 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,720,668 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,827,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,829,462 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,594,486 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,827,679 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,829,462 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,827,679 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,829,462 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,827,679 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,829,462 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,827,679 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,783 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,829,462 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,829,462 | 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 | $2,555,586 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,336,819 | CostOrOtherBasisAmt |
| Gain Or Loss | $218,767 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $218,767 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $218,767 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $92,282 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,346,640 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.01726 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $71,499 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,090,603 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.014045 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,604 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,286,889 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.009005 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $53,382 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,667,978 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.020008 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $57,607 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,286,005 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0252 | DistributionYr5Rt |
| Total Distribution | 0.085518 | TotalDistributionRt |
| Average Distribution | 0.017104 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,091,048 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $87,077 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,432 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $89,509 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $237,422 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,432 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,432 | SubtotalAmt |
| Tax Based On Investment Income | $2,432 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,197 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $789 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,986 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,554 | OverpaymentAmt |
| Applied To ES Tax | $2,554 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Halbert Harmon Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8175147411 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Main Street Suite 200 | AddressLine1Txt |
| City | Colleyville | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| David S Halbert | ||||||||
| 55 Main Street | Colleyville | TX | 76034 | Pres / Dir | 1.0 | $0 | $0 | $0 |
| Belinda Jo Harmon | ||||||||
| 55 Main Street | Colleyville | TX | 76034 | VP / DIR | 1.0 | $0 | $0 | $0 |
| Christopher Robert Harmon | ||||||||
| 55 Main Street | Colleyville | TX | 76034 | Sec / dir | 1.0 | $0 | $0 | $0 |
| David Todd Harmon | ||||||||
| 55 Main Street | Colleyville | TX | 76034 | Dir | 1.0 | $0 | $0 | $0 |
| Jon Mark Harmon | ||||||||
| 55 Main Street | Colleyville | TX | 76034 | VP / DIR | 1.0 | $0 | $0 | $0 |
| Robert G Harmon | ||||||||
| 55 Main Street | Colleyville | TX | 76034 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,195,793 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $372,784 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $600,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,168,577 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,168,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,529 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,091,048 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $254,552 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $254,552 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,432 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,432 | TotalTaxAmt |
| Distributable Before Adj | $252,120 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $252,120 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $252,120 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $237,422 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $237,422 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,432 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $234,990 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $252,120 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $236,585 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Qualifying Distributions | $237,422 | QualifyingDistributionsAmt |
| Applied To Year1 | $236,585 | AppliedToYear1Amt |
| Applied To Current Year | $837 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $251,283 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David S Halbert | ContributingManagerNm |
| Contributing Manager | BELINDA JO HARMON | ContributingManagerNm |
| Contributing Manager | ROBERT G HARMON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILENE CHRISTIAN UNIVERSITY | |||||||
| ACU BOX 29106 | ABILENE | TX | 79699 | N/A | PC | ACU Lab for Advancing Reactor Architecture Fund | $75,000 |
| ABILENE CHRISTIAN UNIVERSITY | |||||||
| ACU BOX 29106 | ABILENE | TX | 79699 | N/A | PC | Exceptional Fund | $5,000 |
| ABILENE CHRISTIAN UNIVERSITY | |||||||
| ACU BOX 29106 | ABILENE | TX | 79699 | N/A | PC | Family First- Royce Money Fund | $5,000 |
| ABILENE CHRISTIAN UNIVERSITY | |||||||
| ACU BOX 29106 | ABILENE | TX | 79699 | N/A | PC | Athletic Program | $50,000 |
| ETERNAL THREADS INC | |||||||
| PO BOX 3637 | ABILENE | TX | 79604 | N/A | PC | General & Unrestricted | $6,000 |
| FORTRESS YOUTH DEVELOPMENT CENTER INC | |||||||
| PO BOX 422 | FORT WORTH | TX | 76101 | N/A | PC | General & Unrestricted | $7,800 |
| GRANBURY CHURCH OF CHRIST | |||||||
| 1905 W PEARL ST | GRANBURY | TX | 76048 | N/A | PC | Mark and Ali Kaiser-Crescimento Limpo Project | $10,000 |
| HIGHLAND CHURCH OF CHRIST | |||||||
| 425 HIGHLAND AVE | ABILENE | TX | 79605 | N/A | PC | General & Unrestricted | $10,000 |
| HOPEKIDS INC | |||||||
| PO BOX 28471 | SCOTTSDALE | AZ | 85255 | N/A | PC | North Texas Chapter | $10,000 |
| LAKE CITIES CHURCH OF CHRIST | |||||||
| 280 INDIAN CREEK DR | TROPHY CLUB | TX | 76262 | N/A | PC | General & Unrestricted | $11,000 |
| MEDIA PROJECTS FOR RELATIONSHIPS INC | |||||||
| PO BOX 64895 | LUBBOCK | TX | 79464 | N/A | PC | General & Unrestricted | $10,000 |
| MISSIONS RESOURCE NETWORK | |||||||
| 1903 CENTRAL DR STE 410 | BEDFORD | TX | 76021 | N/A | PC | General & Unrestricted | $10,000 |
| PRO2G MISSION INC | |||||||
| 4115 LIVELY LN | DALLAS | TX | 75220 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $581 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,545 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $218,764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $285,890 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,890 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (95 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $9,720 | $9,821 |
| ACUITY BRANDS INC | $12,591 | $11,774 |
| ALLEGION PLC | $14,667 | $15,104 |
| ALLERGAN PLC | $202,149 | $248,862 |
| ALPHABET INC CL A | $30,931 | $34,075 |
| AMAZON COM | $24,392 | $24,746 |
| AMC NETWORKS INC | $27,253 | $33,864 |
| ANADARKO PETROLEUM CORP | $193,129 | $240,638 |
| APPLE INC | $33,447 | $34,283 |
| AUTODESK, INC | $78,100 | $137,289 |
| BERKSHIRE HATHAWAY INC. CLASS | $27,964 | $32,759 |
| BIOGEN INC | $169,778 | $216,655 |
| BRIGHT HORIZONS FAMILY SOLUTIO | $13,975 | $15,474 |
| BRISTOL-MYERS SQUIBB CO | $12,958 | $10,227 |
| BROADCOM LIMITED | $64,993 | $160,330 |
| CBRE GROUP INC | $9,165 | $11,179 |
| CERNER CORPORATION | $19,836 | $16,674 |
| CITRIX SYSTEMS INC | $52,095 | $75,735 |
| CME GROUP, INC | $19,913 | $23,993 |
| COMCAST CORP | $145,994 | $261,148 |
| COMERICA INC | $20,506 | $20,365 |
| CONAGRA FOODS INC | $22,431 | $27,448 |
| CONCHO RESOURCES INC | $9,009 | $12,995 |
| CREE, INC | $86,145 | $63,046 |
| CROWN CASTLE INTL | $20,216 | $17,614 |
| DISCOVERY COMMUNICATIONS CL A | $59,474 | $56,602 |
| DOLBY LABORATORIES | $62,805 | $69,457 |
| DOW CHEMICAL PV | $15,572 | $15,106 |
| EDWARDS LIFESCIENCES | $15,150 | $16,023 |
| EOG RESOURCES INC | $8,531 | $12,233 |
| F5 NETWORKS, INC | $13,821 | $18,235 |
| FACEBOOK INC | $14,593 | $19,098 |
| FIFTH THIRD BANCORP | $10,189 | $10,383 |
| FLUOR CORP | $123,155 | $107,666 |
| FREEPORT-MCMORAN COPPER & GOLD | $126,498 | $135,369 |
| GEN DYNAMICS CP | $5,124 | $5,007 |
| HESS CORP | $15,544 | $16,818 |
| HOME DEPOT INC | $14,221 | $15,553 |
| HONEYWELL INTL | $17,572 | $19,463 |
| IMMUNOGEN, INC | $37,286 | $12,999 |
| IONIS PHARMACEUTICALS INC | $43,911 | $68,493 |
| JOHNSON & JOHNSON | $19,073 | $18,434 |
| JOHNSON CONTROLS INTERNATIONAL | $114,564 | $110,595 |
| KRAFT HEINZ CO | $15,126 | $15,106 |
| L-3 COMMUNICATIONS CORP | $101,135 | $145,265 |
| LAM RESEARCH CORP | $15,259 | $18,397 |
| LAMB WESTON HOLDINGS INC | $11,254 | $13,853 |
| LIBERTY BRAVES CORP - SER A | $137 | $1,147 |
| LIBERTY BRAVES CORP - SER C | $219 | $2,327 |
| LIBERTY BROADBAND CORPORATION | $642 | $10,217 |
| LIBERTY BROADBAND CORP K | $1,278 | $20,962 |
| LIBERTY INTERACTIVE CORPORATIO | $57,819 | $54,146 |
| LIBERTY MEDIA CORP - SER A | $789 | $5,141 |
| LIBERTY MEDIA CORP - SER C | $551 | $8,866 |
| LIBERTY SIRIUS XM CORP - SER C | $2,971 | $38,465 |
| LIBERTY SIRIUS XM GROUP - SER | $1,535 | $19,573 |
| LIBERTY VENTURES | $4,685 | $7,558 |
| LIONS GATE ENTERTAINMENT CORP | $10,870 | $10,160 |
| LOCKHEED MARTIN CORP | $17,701 | $20,995 |
| MARKETAXESS HOLDINGS, INC | $19,176 | $18,365 |
| MARTIN MARIETTA MATLS INC | $7,513 | $8,418 |
| MASCO CORP | $7,945 | $9,201 |
| MEDTRONIC PLC | $48,437 | $44,661 |
| MICROCHIP TECHNOLOGY INC | $17,503 | $20,400 |
| MOODYS CORP | $10,152 | $8,767 |
| NATL OILWELL VARCO | $87,860 | $83,192 |
| NEWELL RUBBERMAID INC | $28,647 | $26,835 |
| NEXTERA ENERGY, INC | $16,677 | $18,755 |
| NORTHROP GRUMMAN CORP | $21,961 | $26,514 |
| NOW INC | $33,051 | $37,706 |
| NUANCE COMMUNICATIONS, INC | $36,782 | $33,868 |
| NUCOR CP | $103,677 | $120,885 |
| OLD DOMINION FREIGHT LINES | $14,301 | $19,817 |
| PENTAIR INC. COM | $57,952 | $48,444 |
| PROLOGIS | $14,490 | $14,992 |
| PRUDENTIAL FINCL INC | $15,491 | $15,193 |
| QUALCOMM INC | $13,378 | $15,648 |
| S&P GLOBAL INC COM | $10,007 | $8,711 |
| SCHLUMBERGER LTD | $17,643 | $20,820 |
| SEAGATE TECHNOLOGY | $146,130 | $177,758 |
| SUNTRUST BKS INC | $19,194 | $26,328 |
| TE CONNECTIVITY LTD | $137,799 | $171,260 |
| TECK RESOURCES LIMITED | $9,876 | $8,533 |
| TWITTER INC | $115,335 | $100,506 |
| UNION PACIFIC | $19,322 | $20,736 |
| UNITED RENTALS INC | $9,830 | $13,725 |
| UNITEDHEALTH GROUP INC | $82,416 | $261,826 |
| US BANCORP | $24,358 | $30,462 |
| VERISIGN INC | $15,704 | $17,420 |
| VERTEX PHARMCTLS INC | $77,353 | $80,521 |
| VISA INC | $26,012 | $28,165 |
| VULCAN MATERIALS CO | $7,437 | $7,509 |
| WALT DISNEY HOLDINGS CO | $27,292 | $25,430 |
| WEATHERFORD INTL | $290,762 | $163,612 |
| WESTERN DIGITAL CORP | $83,770 | $109,875 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $72 | LegalFeesAmt |
| Net Investment Income | $72 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $21,671 | $21,671 | |
| BANK CHARGES | $651 | $651 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANA NUTRITIVE AID PRODUCTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $600,000 | BalanceDueAmt |
| Interest | 0 | InterestRt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $41,962 | Amt |
| Net Investment Income | $41,962 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2016 | CategoryTxt |
| Amt | $4,000 | Amt |