Halbert Harmon Foundation

COLLEYVILLE, TX EIN: 20-0214688

The Halbert Harmon Foundation is a private foundation established in 2003 and based in Colleyville, Texas. The foundation maintains assets of $8,137,447 and focuses its grantmaking on education, human services, and philanthropy/voluntarism.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$8.1M

+13.5% YoY

Annual Giving

$510K

+9.5% YoY

Grant Count

17

+70.0% YoY

Avg Grant Size

$30K

-35.6% YoY

Under IRS private-foundation payout rules, Halbert Harmon Foundation reported a distributable amount of $463K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's primary funding interests include:

  • Education
  • Human Services
  • Philanthropy, Voluntarism & Grantmaking

Grantmaking

The foundation has demonstrated support for community development and cultural initiatives, including contributions toward historic preservation and community theater projects.

Grant Range

$1,500–$200,000

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in Texas and Arizona.

Grant Distribution by State

5states

Cities

AbileneAledoAustinCarrolltonDallasFort WorthGranburyGretnaIrvingLos AlamosMcallenMt VernonN Richlnd HlsPittsburghRoanokeScottsdaleSouth HoustonTrophy Club

Financial History

Multi-year comparison from IRS filings

Metric Amount
Total Assets $8,137,447
Total Annual Giving $504,100

Tax Status: Tax-exempt since November 2003
EIN: 20-0214688

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$530K$1M$2M$2M20202021202220232024
Metric202420232022
Total Assets$8,137,447$7,171,402$7,297,510
Revenue$1,615,305$448,538$792,879
Expenses$649,260$574,646$650,786
Qualifying Distributions$585,790$524,944$572,436
Net Investment Income$1,286,502$123,834$463,196
Distributable Amount$462,781$409,658$395,128

Giving Over Time

Total grant dollars and number of grants per year

$0$136K$272K$407K$543K20 grants202027 grants202119 grants202210 grants202317 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ABILENE CHRISTIAN UNIVER…$200KFOREST FORWARD$200KCL - CHANGING LIVES$20KPURE HOPE FOUNDATION$20KFORTRESS YOUTH DEVELOPME…$15KHOPEKIDS INC$10KPTA TEXAS CONGRESS$6KABILENE CHRISTIAN UNIVER…$5KLAKE CITIES CHURCH OF CH…$5KTEXAS INTERNATIONAL BIBL…$5K

Grant Size Distribution

93 grants across all recorded years

84<$50K1$50–100K8$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Abilene Christian University ($200,000), Forest Forward ($200,000), Cl - Changing Lives ($20,000).

RecipientPurposeAmount
ABILENE CHRISTIAN UNIVERSITY ABILENE, TXSERC Pledge$200,000
ABILENE CHRISTIAN UNIVERSITY ABILENE, TXBasketball Excellence Fund$5,000
ABILENE HIGH SCHOOL BOOSTER CLUB ABILENE, TXAbilene High School Men's Golf$2,500
BIG COUNTRY COURT APPOINTED SPECIAL ADVOCATES INC ABILENE, TXGeneral & Unrestricted$3,000
BYRON NELSON H S TROPHY CLUB, TXBNHS Theater$2,000
CL - CHANGING LIVES CARROLLTON, TXGeneral & Unrestricted$20,000
COME BEFORE WINTER INC AUSTIN, TXGeneral & Unrestricted$4,600
FOREST FORWARD DALLAS, TXGeneral & Unrestricted$200,000
FORTRESS YOUTH DEVELOPMENT CENTER INC FORT WORTH, TXGeneral & Unrestricted$15,000
HOPEKIDS INC SCOTTSDALE, AZNorth Texas Chapter of HopeKids$10,000

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is connected to the Halbert family, with involvement from family members including Kathy Halbert (identified as cofounder of a related foundation with philanthropic leadership responsibilities) and other family members including David D. Halbert, Kristen and Jeff Barstad, Shannon and Patrick Halbert, and Caroline and Michael Halbert.

Compensation Overview

From 2024 IRS filing

Andrew W HarmonDir$7KBelinda Jo HarmonDir, VP$7KChristopher HarmonSec, Dir$7KDavid Todd HarmonDir$7KJon Mark HarmonVP, Dir$7KRobert G HarmonDir, VP$7K

From 2024 filing

NameTitleHoursCompensation
David S HalbertDir, Pres1
Andrew W HarmonDir1$6,500
Belinda Jo HarmonDir, VP1$6,500
Christopher HarmonSec, Dir2$6,500
David Todd HarmonDir1$6,500
Jon Mark HarmonVP, Dir1$6,500
Robert G HarmonDir, VP1$6,500

Contact Information

  • Address: 55 Main St Ste 200, Colleyville, TX 76034-2956
  • Phone: 817-514-7411

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Halbert Harmon Foundation fund?

The foundation's primary funding interests include: • Education • Human Services • Philanthropy, Voluntarism & Grantmaking

How do I apply for a grant from Halbert Harmon Foundation?

**Grant Activity:** • Total annual giving: $504,100 • Typical grant range: $1,500–$200,000 The foundation has demonstrated support for community development and cultural initiatives, including contributions toward historic preservation and community theater projects.

Where does Halbert Harmon Foundation make grants?

The foundation primarily funds organizations in Texas and Arizona.

What size grants does Halbert Harmon Foundation award?

In 2024, Halbert Harmon Foundation awarded 17 grants totaling $510K — an average of about $30K per grant, based on its IRS Form 990 filings.

How much is Halbert Harmon Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Halbert Harmon Foundation reported a distributable amount of $463K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Halbert Harmon Foundation's EIN?

Halbert Harmon Foundation's EIN (Employer Identification Number) is 20-0214688. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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