2023-05-05T13:55:41-05:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 200214688 Halbert Harmon Foundation % Halbert Harmon Foundation HALB 8175147411 55 Main Street Suite 200 Colleyville TX 76034 CHRISTOPHER HARMON SECRETARY 8175147411 2023-05-02 true CHRISTOPHER HARMON 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 7391834 X 276433 260 260 95765 95765 420048 3841192 420048 373 373 792879 516446 0 52269 52269 26034 934 1233 1233 28250 47 28203 107786 53250 29436 543000 543000 650786 53250 572436 142093 463196 616850 202953 202953 0 0 118673 0 0 6419894 7094557 7188881 7155417 7297510 7391834 0 0 X 7155417 7297510 7155417 7297510 7155417 7297510 7155417 142093 7297510 7297510 Publicly-traded Securities 3725519 3302471 423048 423048 MANA NUTRITIVE AID PRODUCTS INC - 01/02/2022 P 2010-07-26 2022-09-15 115673 118673 -3000 -3000 420048 6438 6438 6438 5907 0 5907 X 0 531 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 0 0 0 Belinda Jo Harmon 55 Main Street STE 200 Colleyville TX 76034 Dir, VP 1.0 0 0 0 Christopher Harmon 55 Main Street STE 200 Colleyville TX 76034 Sec, Dir 2.0 0 0 0 David Todd Harmon 55 Main Street STE 200 Colleyville TX 76034 Dir 1.0 0 0 0 Jon Mark Harmon 55 Main Street STE 200 Colleyville TX 76034 VP, Dir 1.0 0 0 0 Robert G Harmon 55 Main Street STE 200 Colleyville TX 76034 Dir, VP 1.0 0 0 0 boggs harrison group - Morgan Stanley 7600 broadway ste 100 SAN ANTONIO TX 78209 Investment Mgmt 52269 7604042 467827 81763 8153632 0 8153632 122304 8031328 401566 401566 6438 6438 395128 395128 395128 572436 0 0 0 0 572436 395128 416182 2020 2019 2018 572436 416182 156254 0 0 238874 0 0 David S Halbert BELINDA JO HARMON X ABILENE CHRISTIAN UNIVERSITY ACU BOX 29132 ABILENE TX 79699 N/A PC SERC fund 200000 ABILENE CHRISTIAN UNIVERSITY ACU BOX 29132 ABILENE TX 79699 N/A PC Exceptional Fund 5000 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 AHS Girls Basketball Program 3500 CHURCH OF CHRIST OF LOS ALAMOS NEW MEXICO 2323 DIAMOND DR LOS ALAMOS NM 87544 N/A PC General & Unrestricted 35000 CITYSQUARE 4000 E SIDE AVE DALLAS TX 75226 N/A PC the Abilene Drop-in Center 5000 COMMUNITIES FOUNDATION OF TEXAS 5500 CARUTH HAVEN LN DALLAS TX 75225 N/A PC General & Unrestricted 2500 FOREST FORWARD PO BOX 152929 DALLAS TX 75315 N/A PC General & Unrestricted 200000 FORTRESS YOUTH DEVELOPMENT CENTER INC PO BOX 422 FORT WORTH TX 76101 N/A PC General & Unrestricted 12000 GRANBURY CHURCH OF CHRIST 1905 W PEARL ST GRANBURY TX 76048 N/A PC Brazil missions programs 5000 HIGHLAND CHURCH OF CHRIST 425 HIGHLAND AVE ABILENE TX 79605 N/A PC South Foyer Remodel 8500 HOPEKIDS INC PO BOX 28471 SCOTTSDALE AZ 85255 N/A PC North Texas Chapter 10000 LAKE CITIES CHURCH OF CHRIST 280 INDIAN CREEK DR TROPHY CLUB TX 76262 N/A PC Charitable Event 2500 LAKE CITIES CHURCH OF CHRIST 280 INDIAN CREEK DR TROPHY CLUB TX 76262 N/A PC Charitable Event 2500 LOS ALAMOS FAMILY COUNCIL INC 1350 CENTRAL AVE STE 102 LOS ALAMOS NM 87544 N/A PC General & Unrestricted 1500 PURE HOPE FOUNDATION PO BOX 1031 MT VERNON TX 75457 N/A PC General & Unrestricted 20000 RWANDA CHILDREN PO BOX 1011 ABILENE TX 79604 N/A PC General & Unrestricted 10000 TEXAS INTERNATIONAL BIBLE INSTITUTE 1502 AVE I SOUTH HOUSTON TX 77587 N/A PC General & Unrestricted 10000 WE ARE CHERISHED INC 7850 DAVIS BLVD N RICHLND HLS TX 76182 N/A PC General & Unrestricted 5000 543000 14 260 14 95765 18 420048 CLASS ACTION LAWSUIT PROCEEDS 01 373 516446 516446 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 10X GENOMICS CLASS A 28542 8345 ABB LTD 14388 23789 ABBVIE INC 53172 93572 ACCENTURE PLC 20527 41093 AES CORP 3370 3768 AIA GROUP LTD ADR 19052 29502 AIRBNB 46394 32576 AIRBUS GROUP 5436 4716 ALBEMARLE CP 1973 1301 ALIBABA GROUP HOLDING LTD 35783 11804 ALNYLAM PHARMACEUTICALS, INC 4021 4515 ALPHABET INC CL A 27248 51173 ALPHABET INC CL C 15527 11091 AMADEUS IT HLDS SA 2510 1638 AMAZON COM 67784 44520 AMC NETWORKS INC 16127 5030 AMERICA MOVIL SA 4173 4787 AMERICAN TOWER REIT INC 3227 2542 AMPHENOL CORPORATION 30281 31294 ANHEUSER BUSCH COS INC 3095 2342 AON PLC CL A 16746 36617 APPLE INC 2206 2209 APPLIED MATERIALS INC 5193 3700 ASAHI KAISAI CP ADR 4396 2909 ASML HOLDING NV NY REG SHS 13301 10382 ASSA ABLOY UNSP/ADR 13553 14841 ASTRAZENECA 10552 11933 AUTODESK, INC 79271 125950 AVERY DENNISON CORP 18945 15204 BAE SYSTEMS PLC 4212 4215 BANK OF AMERICA CORP 21351 21760 BARRICK GOLD CORPORATION 3914 2886 BEIGENE LTD 4356 2859 BIOGEN INC 100234 101907 BLACKROCK INC 6176 4960 BOOZ ALLEN HAMILTON HOLDING CO 27506 32715 BOSTON SCIENTIFIC 19557 24338 BP PLC SPONSORED ADR 3135 3353 BRITISH AMERICAN TOBACCO PLC 4660 4638 BROADCOM INC 80629 194018 BRP INC 15877 17484 BUNGE LTD 4402 3891 BUREAU VERITAS SA 20075 15578 CALRSBERG AS SP ADR REP B 28689 23267 CANADIAN NATL RAILWAY CO 16691 25321 CANADIAN PACIFIC RAILWAY LTD 4794 4923 CARRIER GLOBAL 5736 4909 CATERPILLAR INC 5896 5989 CELLNEX TELECOM ADR 2670 1353 CENOVUS ENERGY INC 5650 5435 CHARLES RIV LABORATORIES INTL 81914 53386 CHARLES SCHWAB CORP 16212 34386 CHUBB LIMITED 6220 8162 CME GROUP, INC 5313 4204 COCA COLA EUROPEAN PARTNERS PL 14520 19915 COMCAST CORP 130909 167192 COMPUTERSHARE LTD ADR 16963 17369 CONOCOPHILLIPS 3889 4484 COSTCO WHOLESALE CORPORATION 5848 5935 CROWDSTRIKE HOLDINGS, INC 148902 82231 DANAHER CORP 3279 3450 DEERE CO 18599 22296 DIAGEO PLC ADS 71306 78760 DNB BANK ASA 5857 5496 DOCUSIGN INC 170928 43837 DOLBY LABORATORIES 34607 51212 DOLLAR GENERAL CORP 17510 28319 DOXIMITY ORD SHS CLASS A 33614 26949 DSV UNSP ADR EACH REPR 0.5 ORD 9942 8018 ELI LILLY & CO 7590 9146 EPIROC AB 13529 28381 EQUIFAX INC 2774 2332 EQUINIX, INC 5673 4585 ESSILOR INTL ADR 3774 4257 ESTEE LAUDER COMPANIES INC 23663 28036 ETSY INC 89859 62885 FREEPORT-MCMORAN COPPER & GOLD 18941 66424 GAZPROM PJSC SPON ADR EA REP 2 3627 GODADDY INC 3299 2918 GOLDMAN SACHS GROUP 2610 2404 GUARDANT HEALTH INC 72826 22630 HDFC BANK LTD ADR 15353 21960 HERMES INTL 10 ADR 4396 4644 HEXAGON 11948 19623 HILTON WORLDWIDE HOLDINGS, INC 1887 1769 HOME DEPOT INC 5500 5685 HONG KONG EX&CL UNSP/ADR 4881 3518 HUBSPOT INC 140548 69969 ICICI BK LTD ADS 4135 5144 IDEXX CORP 4128 2856 INDUSTRIA DE DISENO 17495 14341 INSULET CORPORATION 58540 70359 INTERCONTINENTAL EXCHANGE, INC 20989 33137 INTUITIVE SURGICAL 8149 7430 INVESCO QQQ TRUST 499635 423651 IONIS PHARMACEUTICALS INC 52056 31613 IQVIA HOLDINGS INC 16454 33807 JOHNSON & JOHNSON 38684 49639 JOHNSON CONTROLS INTERNATIONAL 77013 108224 JP MORGAN CHASE 11168 9655 KERING UNSPON ADR EA REPR 0.1 5667 3141 KOMATSU LTD 3869 3044 KONINKLIJKE DSM NV ADR 6197 4536 L3HARRIS TECHNOLOGIES 46177 83492 LEGRAND INC 19040 13910 LIBERTY BROADBAND CORPORATION 19360 16779 LIBERTY MEDIA CORPORATION - SE 851 4969 LIBERTY MEDIA CORPORATION - SE 4842 9625 LIBERTY SIRIUS XM CORP - SER C 5762 23791 LIBERTY SIRIUS XM GROUP - SER 2732 11596 LINDE PLC COM 3498 3914 LONDON STK EXCHANGE GROUP 6273 4779 LVMH MOET HENN UNSP 24486 33320 LYFT INC 56303 13610 MASTERCARD INC 4774 4520 MATCH GROUP INC 96174 33897 MCDONALD'S CORP 19550 27407 MEDTRONIC PLC 9358 6839 MERCK KGAA SPON ADR EACH REPR 12280 17747 META PLATFORMS INC 21169 7581 MICROSOFT CORP 33130 82258 MOODYS CORP 4919 3901 MOTOROLA SOLUTIONS INC 18144 37368 NESTLE S.A 9857 9343 NETFLIX INC 8860 5308 NIDEC CORPORATION ADR 4656 2094 NIKE INC-CL B 36564 26912 NINTENDO CO LTD ADR UNSPON 14107 14901 NOVO NORDISK A S 7675 11233 NOVOCURE LTD 4123 1394 NXP SEMICONDUCTORS 14646 21018 OLYMPUS CORP S/ADR 20077 17361 ON SEMICONDUCTOR 5067 4678 ORSTED A S 4879 3110 PERNOD RICARD S A SPONSORED AD 20178 23362 PFIZER INC 4676 4817 PHILIP MORRIS INTL 6879 6781 PROCTER GAMBLE CO 19983 38648 PROSUS NV ADR 6460 4366 PTC INC 14778 25448 REGENERON PHARMACEUTICALS INC 3702 5050 RELX PLC 22166 31379 RENAULT SA 3620 2734 RESTAURANT BRANDS INTL 3348 3169 ROCKWELL AUTOMATION INC 12399 20348 ROYAL CARRIBEAN CRUISE 4554 2570 RYANAIR HOLDINGS PLC-ADR COM 2822 1869 S&P GLOBAL INC COM 12687 27465 SAFRAN SA - UNSPON ADR 7503 6560 SAP AKTIENGESELL ADS 4474 3199 SCHLUMBERGER LTD 2670 4170 SEAGATE TECHNOLOGY HOLDINGS PL 36343 61922 SEAGEN INC 2759 2313 SERVICE NOW 3538 2718 SHERWIN-WILLIAMS CO 3278 2848 SHIMANO INC UNSP ADR EACH REPR 13991 11901 SHIN-ETSU CHEMICAL C 4916 3448 SIKA AG BEARER SHS 6123 4449 SMC CORPORATION 3084 2186 SNOWFLAKE INC 62597 60143 SPDR S&P 500 ETF TRUST 1729147 1545018 SWATCH GROUP AG 30875 24279 SYSCO CORP 15882 14908 TAIWAN SEMICONDUCTOR MFG CO LT 22804 38958 TC ENERGY CORPORATION 2966 2033 TE CONNECTIVITY LTD 75137 124099 TENCENT HOLDINGS LIMITED 19610 19189 TESLA MOTORS INC 15772 9239 TEXAS INSTRUMENTS INC 20396 28418 THALES S.A. 18798 19388 THE BLACKSTONE GROUP INC CL A 4173 3190 THE COCA-COLA CO 31992 43382 THERMO FISHER SCIENTIFIC INC 17797 44606 TOPBUILD CORP 13166 9389 TORONTO DOMINION 27133 30437 TOTALENERGIES SE 3488 4346 TRIMBLE NAV LTD 3348 2174 UNILEVER PLC AMER 35358 32476 UNITEDHEALTH GROUP INC 47859 208891 VALE SA 9709 7416 VANGUARD RUSSELL 2000 ETF 703484 656341 VERTEX PHARMCTLS INC 141131 190884 VISA INC 19338 38228 WARNER BROS. DISCOVERY, INC 87623 20960 WARNER MUSIC GRP CRP 10677 11557 WELLS FARGO & CO 21334 21430 WESTERN DIGITAL CORP 36951 23252 WOLFSPEED INC 62664 65795 WOLTERS KLUWER S/ADR 17625 33415 ZOETIS INC 13267 26379 Administrative Fees 28203 28203 Bank Charges 47 47 Class Action Lawsuit Proceeds 373 373 Investment Management Services 52269 52269 990-PF Estimated Tax for 2022 5300 990-PF Extension for 2021 19800 Foreign Tax Paid 934 934