Caris Foundation is a Texas-based private foundation established in 2002 and headquartered in Irving, Texas. The foundation is solely funded by the Halbert and Barstad families: Kathryn and David D. Halbert, Kristen and Jeff Barstad, Shannon and Patrick Halbert, and Caroline and Michael Halbert. The foundation operates with a small staff of 3 employees and focuses on aiding and empowering impoverished people through culturally relevant and sustainable solutions.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$5.7M
+6.6% YoY
Grant Count
14
+40.0% YoY
Avg Grant Size
$410K
-23.9% YoY
Mission & Focus Areas
Mission Statement: To help people in need and alleviate as much human suffering as possible by establishing a local presence within communities to understand basic needs and implement solutions that are culturally relevant and sustainable.
Core Values:
- Demonstrate grace to those with the greatest need
- Focus efforts on the least fortunate where resources can provide the greatest benefit to the most people
- Implement solutions to suffering and poverty that are culturally relevant and sustainable
Primary Funding Focus Areas:
- Medical services
- Housing
- Nutrition
- Human services
- Education
- Disaster preparedness and relief
- Youth development and leadership
- Scouting organizations
- COVID-19 relief
Grantmaking
Typical awards range from $1,000 to $2,747,576.
Grant Range
Range:**
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- Texas
- New York
- Arkansas
The foundation also maintains significant international operations through Caris Foundation International, with programs in Haiti, Kenya, and Cambodia.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets:
- As of 2023: $17,479,513
Annual Giving:
- 2023: $5,739,165 in total grants
Revenues (2023):
- Total grants and contributions: $149,131
- Investment income and dividends: $732,858
- Total revenues: $2,128,155
Expenses (2023):
- Total expenses: $6,172,838
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
61 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID D HALBERT | VICE PRESIDENT/DIRECTOR | 1 | — |
| KATHRYN A HALBERT | EXECUTIVE DIRECTOR/PRESIDENT | 5 | — |
| KRISTEN S HALBERT | DIRECTOR/TREASURER | 1 | — |
| CHRISTOPHER HARMON | VICE PRESIDENT/SECRETARY | 20 | $140,000 |
| MICHAEL D HALBERT | DIRECTOR | 1 | — |
| PATRICK D HALBERT | DIRECTOR | 1 | — |
Contact Information
Address: 750 W John Carpenter Fwy Ste 800 Irving, TX 75039-2520
Phone: 972-947-2781
Website: www.carisfoundation.org
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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