2022-11-08T15:18:09-06:00 2021-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2021-01-01 200214688 Halbert Harmon Foundation % Halbert Harmon Foundation HALB 8175147411 55 Main Street STE 200 Colleyville TX 76034 CHRISTOPHER HARMON SECRETARY 8008391754 2022-11-02 true CHRISTOPHER HARMON 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 9535341 X 0 X 708 708 99621 99621 1823828 4157691 1823828 2745 1926902 1924157 0 78315 78315 8517 857 39770 39770 126602 79172 39770 303860 179000 430462 79172 218770 1496440 1844985 849725 616850 616850 118673 243533 118673 115673 4565719 6419894 8802818 5658977 7155417 9535341 0 0 X 5658977 7155417 5658977 7155417 5658977 7155417 5658977 1496440 7155417 7155417 Publicly-traded Securities 4157691 2333863 1823828 1823828 1823828 25645 25645 25645 6452 0 19800 26252 X 0 607 607 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 false false 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 755 East Mulberry STE 300 SAN ANTONIO TX 78212 Investment MGMT 78315 8507624 816138 115673 9439435 0 9439435 141592 9297843 464892 464892 25645 25645 439247 439247 439247 218770 0 124860 0 0 343630 439247 320565 2019 2018 2017 343630 320565 23065 0 0 416182 0 0 ROBERT G HARMON BELINDA JO HARMON X ABILENE CHRISTIAN UNIVERSITY ACU BOX 29132 ABILENE TX 79699 N/A PC In support of the Siburt Institute, in Recognition of the ministry of randy harris 1500 ABILENE CHRISTIAN UNIVERSITY ACU BOX 29132 ABILENE TX 79699 N/A PC Tennis Excellence Fund 1000 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 5000 ALEDO CHILDRENS ADVOCATES INC PO BOX 25 ALEDO TX 76008 N/A PC General & Unrestricted 2000 ALEDO ISD EDUCATION FOUNDATION 1008 BAILEY RANCH RD ALEDO TX 76008 N/A PC General & Unrestricted 1000 CHURCH OF CHRIST OF LOS ALAMOS NEW MEXICO 2323 DIAMOND DR LOS ALAMOS NM 87544 N/A PC General & Unrestricted 20000 CITYSQUARE 4000 E SIDE AVE DALLAS TX 75226 N/A PC Given in support of the start-up of the Abilene Drop-in center 5000 COMMUNITY FOUNDATION OF ABILENE PO BOX 1001 ABILENE TX 79604 N/A PC Charitable Event 5000 FORTRESS YOUTH DEVELOPMENT CENTER INC PO BOX 422 FORT WORTH TX 76101 N/A PC General & Unrestricted 10000 GRANBURY CHURCH OF CHRIST 1905 W PEARL ST GRANBURY TX 76048 N/A PC General & Unrestricted 7000 GRANT FOUNDATION PO BOX 110091 PITTSBURGH PA 15232 N/A PC General & Unrestricted 5000 GRANT FOUNDATION PO BOX 110091 PITTSBURGH PA 15232 N/A PC General & Unrestricted (see general explanation) 124860 HIGHLAND CHURCH OF CHRIST 425 HIGHLAND AVE ABILENE TX 79605 N/A PC South Foyer Remodel 10000 HOPEKIDS INC PO BOX 28471 SCOTTSDALE AZ 85255 N/A PC for the North Texas Chapter 10000 LAKE CITIES CHURCH OF CHRIST 280 INDIAN CREEK DR TROPHY CLUB TX 76262 N/A PC General & Unrestricted 20000 LAKE CITIES CHURCH OF CHRIST 280 INDIAN CREEK DR TROPHY CLUB TX 76262 N/A PC Charitable Event 2000 LITTE LEAGUE BASEBALL INC 2658 INDUSTRIAL BLVD ABILENE TX 79605 N/A PC General & Unrestricted 5000 LOS ALAMOS FAMILY COUNCIL INC 1350 CENTRAL AVE STE 102 LOS ALAMOS NM 87544 N/A PC Charitable Event 6000 LOVE & CARE MINISTRIES 233 FANNIN ST ABILENE TX 79603 N/A PC CarePack for Kids 2000 PLYMOUTH PARK CHURCH OF CHRIST PO BOX 153929 IRVING TX 75015 N/A PC General & Unrestricted 2500 PURE HOPE FOUNDATION PO BOX 1031 MT VERNON TX 75457 N/A PC General & Unrestricted 20000 TAYLOR ELEMENTARY PARENT-TEACHER ORGANIZATION 1719 E N 10TH ST ABILENE TX 79601 N/A PC General & Unrestricted 4000 TEXAS INTERNATIONAL BIBLE INSTITUTE 1502 AVE I SOUTH HOUSTON TX 77587 N/A PC General & Unrestricted 5000 WAYNE A COX EL 1100 LITSEY RD ROANOKE TX 76262 N/A GOV To be used at the discretion of the principal 10000 WEST FORT WORTH CENTER OF HOPE INC 9516 CAMP BOWIE W BLVD STE A FORT WORTH TX 76116 N/A PC General & Unrestricted 10000 303860 14 708 14 99621 18 1823828 Federal Tax Refund 01 2745 1926902 1926902 false false false false false false false false false false IN-KIND GRANTS PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF RUSF (READY-TO-USE SUPPLEMENTAL FOOD): PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $124,860 TOTAL BOOK VALUE OF PROPERTY: $124,860 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $124,860 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: RUSF (ready-to-use supplementary food) UNITS: DATE OF DISTRIBUTION: 9/1/2021 GRANT RECIPIENT: GRANT FOUNDATION FMV OF PROPERTY: $124,860 BOOK VALUE OF PROPERTY: $124,860 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $124,860 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: $303,860 Less amount counted as a qualifying distribution on Part XI, Line 2: $124,860 TOTAL Part I, Line 25, Column (d): $179,000 10X GENOMICS CLASS A 44740 42454 ABB LTD 14831 29811 ABBVIE INC 64681 103987 ACCENTURE PLC 20527 63841 ACTIVISION BLIZZARD INC 3079 2129 ADIDAS AG 22452 17712 ADOBE SYSTEMS, INC 6954 6805 ADVANCED MICRO DEVICES INC 2590 4605 AIA GROUP LTD ADR 19052 26772 AIRBUS GROUP 5436 5074 ALIBABA GROUP HOLDING LTD 35783 15918 ALPHABET INC CL A 27248 84014 ALPHABET INC CL C 17634 20255 AMADEUS IT HLDS SA 2510 2167 AMAZON COM 23681 23340 AMC NETWORKS INC 26200 17220 AMERICA MOVIL SA 4665 6206 AMERICAN TOWER REIT INC 3227 3510 AMPHENOL CORPORATION 30281 35946 ANHEUSER BUSCH COS INC 3095 2361 AON PLC CL A 24467 56806 APPLE INC 2206 3019 APPLIED MATERIALS INC 5193 5980 ASAHI KAISAI CP ADR 4396 3852 ASML HOLDING NV NY REG SHS 17501 19904 ASSA ABLOY UNSP/ADR 13553 21179 ASSOCIATED BRITISH FOODS PLC 2062 1675 ASTRAZENECA 6691 6641 AUTODESK, INC 68382 194583 AVERY DENNISON CORP 18945 18192 BANCO BRADESCO S.A. SPONS ADR 16410 12192 BEIGENE LTD 4356 3522 BIOGEN INC 177727 157867 BLACKROCK INC 6176 6409 BOSTON SCIENTIFIC 19557 22344 BRITISH AMERICAN TOBACCO PLC 6427 5986 BROADCOM INC 92232 326716 BRP INC 19330 24471 BUREAU VERITAS SA 20075 19782 CAE INC 12080 16633 CALRSBERG AS SP ADR REP B 28689 30449 CANADIAN NATL RAILWAY CO 16691 26169 CARRIER GLOBAL 5736 6455 CELLNEX TELECOM ADR 2670 2369 CERENCE INC 66194 49969 CHARLES RIV LABORATORIES INTL 68513 65183 CHARLES SCHWAB CORP 16212 34733 CHUBB LIMITED 6220 7152 CITRIX SYSTEMS INC 76535 52403 CME GROUP, INC 5313 5712 COCA COLA EUROPEAN PARTNERS PL 14520 20135 COMCAST CORP 141875 297853 COSTCO WHOLESALE CORPORATION 3066 4542 CROWDSTRIKE HOLDINGS, INC 92961 84562 DEERE CO 18599 17830 DIAGEO PLC ADS 32866 53274 DISCOVERY INC (FORMERLY DISC C 102369 69325 DNB BANK ASA 12989 13563 DOCUSIGN INC 161525 107531 DOLBY LABORATORIES 46951 96172 DOLLAR GENERAL CORP 21806 35375 DSV UNSP ADR EACH REPR 0.5 ORD 5919 5869 EPIROC AB 13529 39258 EQUIFAX INC 2774 3513 EQUINIX, INC 5673 5921 ETSY INC 58672 52327 FRANKLIN FEDERAL INTMDT-TERM T 1756088 1757522 FREEPORT-MCMORAN COPPER & GOLD 18941 72944 GAZPROM PJSC SPON ADR EA REP 2 3627 4430 GODADDY INC 3299 3310 GOLDMAN SACHS GROUP 2610 2678 GUARDANT HEALTH INC 106224 128426 HDFC BANK LTD ADR 15353 20887 HERMES INTL 10 ADR 4396 5266 HEXAGON 11948 29915 HILTON WORLDWIDE HOLDINGS, INC 5392 6396 HOME DEPOT INC 5500 7470 HONEYWELL INTL 18089 29400 HONG KONG EX&CL UNSP/ADR 4881 4859 HUBSPOT INC 107795 104805 ICICI BK LTD ADS 4135 4651 IDEX CP 4008 4254 IDEXX CORP 4128 4609 IMMUNOGEN, INC 6373 17964 INDUSTRIA DE DISENO 17495 17404 INSULET CORPORATION 29332 29534 INTERCONTINENTAL EXCHANGE, INC 22555 47870 INTUITIVE SURGICAL 10477 12935 IONIS PHARMACEUTICALS INC 98908 47562 IQVIA HOLDINGS INC 22012 67149 JOHNSON & JOHNSON 38684 48071 JOHNSON CONTROLS INTERNATIONAL 77013 137495 JP MORGAN CHASE 12099 12351 KERING UNSPON ADR EA REPR 0.1 5667 4992 KOMATSU LTD 3869 3295 KONINKLIJKE DSM NV ADR 6197 7586 KOSE CORPORATION UNSP ADR 2839 1950 L3HARRIS TECHNOLOGIES 65324 130929 LEGRAND INC 19040 20347 LIBERTY BROADBAND CORP LBRDA 524 18504 LIBERTY BROADBEND CORP LBRDK 19634 43336 LIBERTY MEDIA CORPORATION - SE 893 6765 LIBERTY MEDIA CORPORATION - SE 226 7336 LIBERTY SIRIUS XM CORP - SER C 6307 41494 LIBERTY SIRIUS XM GROUP - SER 3049 20950 LINDE PLC COM 3498 4157 LONDON STK EXCHANGE GROUP 7061 5921 LOWES COMPANIES INC 22418 52213 LVMH MOET HENN UNSP 21701 35086 LYFT INC 64298 48840 LYONDELLBASELL INDUSTRIES NV 3916 3320 MASTERCARD INC 7345 7186 MATCH GROUP INC 101764 91120 MCDONALD'S CORP 26602 38066 MEDTRONIC PLC 54159 69415 MERCK KGAA SPON ADR EACH REPR 12280 23966 META PLATFORMS INC 21169 21190 MICROSOFT CORP 25397 109304 MOODYS CORP 6324 7030 MOTOROLA SOLUTIONS INC 21989 51895 NESTLE S.A 7154 7861 NETFLIX INC 8860 10844 NIDEC CORPORATION ADR 4656 4840 NIKE INC-CL B 36564 38334 NINTENDO CO LTD ADR UNSPON 14107 16694 NOVARTIS AG ADR 3565 3324 NOVO NORDISK A S 4055 5376 NOVOCURE LTD 4123 1427 NXP SEMICONDUCTORS 14646 30295 ORSTED A S 4879 4401 PAYPAL HOLDINGS, INC 13690 9429 PENTAIR INC. COM 29173 50537 PERNOD RICARD S A SPONSORED AD 22195 31706 PROCTER GAMBLE CO 19983 41713 PROSUS NV ADR 6460 5282 PRUDENTIAL PLC SC 22586 21794 PTC INC 14778 25684 REGENERON PHARMACEUTICALS INC 3702 4421 RELX PLC 22166 36915 RENAULT SA 3620 2833 RESTAURANT BRANDS INTL 3348 2973 ROCKWELL AUTOMATION INC 12399 27559 ROYAL CARRIBEAN CRUISE 4554 3999 RYANAIR HOLDINGS PLC-ADR COM 2822 2558 S&P GLOBAL INC COM 12687 38698 SAFRAN SA - UNSPON ADR 7503 6424 SAP AKTIENGESELL ADS 4474 4343 SCHLUMBERGER LTD 3869 3384 SEA LTD 5142 4250 SEAGATE TECHNOLOGY HOLDINGS PL 61913 226638 SEAGEN INC 2759 2783 SERVICE NOW 3538 4544 SHERWIN-WILLIAMS CO 3278 4226 SHIMANO INC UNSP ADR EACH REPR 13991 20269 SHIN-ETSU CHEMICAL C 4916 4906 SHOPIFY INC 9219 9642 SIKA AG BEARER SHS 6748 8520 SMARTSHEET INC 2537 3098 SMC CORPORATION 3084 3558 STMICROELECTRONICS 5884 7185 SWATCH GROUP AG 30875 26332 TAIWAN SEMICONDUCTOR MFG CO LT 22804 62922 TE CONNECTIVITY LTD 64302 175699 TENCENT HOLDINGS LIMITED 19610 26410 TESLA MOTORS INC 30193 52839 TEXAS INSTRUMENTS INC 20396 32417 THE COCA-COLA CO 38185 48789 THERMO FISHER SCIENTIFIC INC 23596 76065 TOPBUILD CORP 13166 16555 TORONTO DOMINION 19696 27221 TOTALENERGIES SE 4136 4105 TRIMBLE NAV LTD 3348 3749 TWITTER INC 118709 192804 ULTRAGENYX PHARMACEUTICAL INC 2613 2186 UNILEVER PLC AMER 35358 34695 UNITEDHEALTH GROUP INC 70982 353004 VALE SA 9709 6127 VERTEX PHARMCTLS INC 329246 348944 VISA INC 18754 41608 WARNER MUSIC GRP CRP 10677 14249 WESTERN DIGITAL CORP 104392 131203 WOLFSPEED INC 64038 132112 WOLTERS KLUWER S/ADR 21898 50682 ZOETIS INC 17433 62960 Administrative Fees 29468 29468 Postage/Delivery Service 10302 10302 Federal Tax Refund 2745 NOTE RECEIVABLE - MANA NUTRITIVE AID P 1000000 118673 2010-07 0 Investment Management Services 78315 78315 990-PF Estimated Tax for 2021 6400 990-PF Extension for 2020 1260 Foreign Tax Paid 857 857