Jon and Linda Halbert Family Foundation

Foundation · Grantmaker Dallas, TX EIN: 47-0929091

The Jon and Linda Halbert Family Foundation is a private foundation based in Dallas, Texas. It made 12 grants totaling $3,189,750 in 2025, supporting organizations working in areas including neighborhood revitalization, arts and culture, services for young people, and veterans’ support.

Key facts about Jon and Linda Halbert Family Foundation

In short: Jon and Linda Halbert Family Foundation gave $3.2M across 12 grants in 2025 (avg $266K), mostly in Texas. 50% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
47-0929091
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$3,189,750
Grants made (2025)
12
Average grant
$265,813
Median grant
$32,500
New grantees (estimate)
50% first-time grantees (6 of 12, 2025)
Total assets
$7,537,658
Primary geography
Texas (79% of itemized 2025 grant dollars)
How to apply
The filing lists the materials to provide as purpose, benefit, description, and amount. Full details ↓
Deadline
None.

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$7.5M

-10.9% YoY

Annual Giving

$3.2M

+55.6% YoY

Grant Count

12

+9.1% YoY

Avg Grant Size

$266K

+42.7% YoY

Under IRS private-foundation payout rules, Jon and Linda Halbert Family Foundation reported a distributable amount of $663K for 2025 — the minimum it must pay out in qualifying distributions.

Is Jon and Linda Halbert Family Foundation open to new grantees?

50%

first-time grantees, 2025

In 2025, 6 of 12 grantees (50%) were first-time recipients. First grants averaged $34K; repeat grants $498K. How we count

Medians: $13K first-time, $50K repeat.

  • 50% of 2025 grantees were also funded in 2024. Method
  • Giving grew 295% from 2022 to 2025. Method
  • In 2025 it paid out 485% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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

Mission & Focus Areas

No foundation mission statement is provided. Its 2025 grants include support for organizations whose work spans several areas. Forest Forward, the largest recipient, says it works with the community to address systemic inequities through neighborhood revitalization centered on advancing marginalized people; its project centers on restoring and renovating the historic Forest Theater in South Dallas. Transition Resource Action Center describes its work as connecting young people transitioning out of foster or juvenile care, and their unhoused peers in North Texas, with individualized support, planning, housing, and community services.

Other recipients describe work in arts and culture: Dallas Contemporary presents art and offers exhibitions, lectures, educational programs, and events, while Dallas Film Society celebrates film and filmmakers and provides educational programs. Cedar Creek Veterans Foundation says it provides financial support to agencies caring for veterans, with a focus on wounded, injured, and disabled veterans in East Texas. Bridge2Rwanda describes its mission as building a fellowship of high-capacity young leaders in Africa.

Grantmaking

The foundation reported 12 grants totaling $3,189,750 in 2025. Individual grants ranged from $250 to $2,305,000, with a median of $32,500. Its largest grants were $2,305,000 to Forest Forward and $575,000 to Harbor Fund, both in 2025. Other notable grants that year included $125,000 to Siddhayatan Tirth; $50,000 each to Bridge2Rwanda, Prison Communities International, and Transition Resource Action Center; and $15,000 to Dallas Contemporary.

Review Cycle

** None.

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Geographic Focus

Where this funder awards grants

In 2025, the foundation’s grant dollars went to recipients in Texas (79%), Maryland (18%), Arkansas (2%), and New York (2%).

Grant Distribution by State

11states

Share of all 12 itemized 2025 grant dollars.

Cities

DallasMabankPayne SpringsLittle RockBethesdaPurchaseAbileneSearcyArlingtonAustinBransonDuarteElkhartGranburyHoustonIndianapolisJacksonvilleLos AngelesSan FranciscoSeven Points

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M10 grants20198 grants202012 grants20214 grants20226 grants202311 grants202412 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Forest Forward: $2.3MForest Forward$2.3MHarbor Fund: $575KHarbor Fund$575KSiddhayatan Tirth: $125KSiddhayatan Tirth$125KBRIDGE2RWANDA Inc: $50KBRIDGE2RWANDA Inc$50KPrison Communities International: $50KPrison CommunitiesInternational$50KTransition Resource Action Center: $50KTransition Resource ActionCenter$50KDallas Contemporary: $15KDallas Contemporary$15KDallas Film Society: $10KDallas Film Society$10KPayne Springs Fire-Rescue: $5KPayne Springs Fire-Rescue$5KCedar Creek Veterans Foundation: $3KCedar Creek VeteransFoundation$3K

Grant Size Distribution

45 grants across all recorded years

27<$50K8$50–100K4$100–250K$250–500K2$500K–1M4$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
FOREST FORWARD Dallas, TXTO COMBAT THE CAUSES AND EFFECTS OF SYSTEMIC INEQUITIES THROUGH NEIGHBORHOOD REVILTALIZATION$2,305,000
HARBOR FUND Bethesda, MDGENERAL OPERATING SUPPORT$575,000
SIDDHAYATAN TIRTH Windom, TXGENERAL OPERATING SUPPORT$125,000
BRIDGE2RWANDA INC Little Rock, ARTO BUILD A FELLOWSHIP OF HIGH CAPACITY YOUNG LEADERS IN AFRICA$50,000
PRISON COMMUNITIES INTERNATIONAL Purchase, NYGENERAL OPERATING SUPPORT$50,000
TRANSITION RESOURCE ACTION CENTER Dallas, TXGENERAL OPERATING SUPPORT$50,000
DALLAS CONTEMPORARY Dallas, TXGENERAL OPERATING SUPPORT$15,000
DALLAS FILM SOCIETY Dallas, TXGENERAL OPERATING SUPPORT$10,000
PAYNE SPRINGS FIRE-RESCUE Payne Springs, TXTO EDUCATE THE PUBLIC ABOUT FIRE PREVENTION AND PROVIDE MEDICAL ASSISTANCE$5,000
CEDAR CREEK VETERANS FOUNDATION Mabank, TXTO HONOR THE COURAGEOUS MEN AND WOMEN WHO HAVE SERVED TO PROTECT OUR FREEDOMS$2,500

Financial History

Multi-year comparison from IRS filings

Filing year Grant total Grant count
2025 $3,189,750 12
2024 $2,049,585 11
2023 $1,841,000 6
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M2019202020212022202320242025
Metric202520242023
Total Assets$7,537,658$8,464,194$9,632,171
Revenue$2,400,149$994,171$1,127,122
Expenses$3,326,685$2,162,148$1,944,051
Qualifying Distributions$3,220,157$2,055,430$1,846,721
Net Investment Income$2,299,760$898,370$891,763
Distributable Amount$663,367$722,307$676,282

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS September 8, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 18, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 4, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
  8. Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
  9. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Jon S. Halbert as president and treasurer, Linda M. Halbert as vice president and secretary, and Lindsay M. Halbert as director.

Jon and Linda Halbert Family Foundation is led by Jon S. Halbert, President & Treasurer on every filing since 2019; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Jon S. Halbert

    President & Treasurer

    On filings since 2019

    1 hr/week

    No compensation reported

  • Lindsay M. Halbert

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Linda M. Halbert

    V.p. & Secretary

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Application contact: Carol Cashman
Mailing address: 4245 N Central Exwy 505, Dallas, TX 75205
Phone: (214) 526-6494

Frequently asked questions about Jon and Linda Halbert Family Foundation

How much does Jon and Linda Halbert Family Foundation give each year?

Jon and Linda Halbert Family Foundation gave $3.2M across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.0M across 11 grants.

What is Jon and Linda Halbert Family Foundation's typical grant size?

Jon and Linda Halbert Family Foundation's median grant in 2025 was $32,500, and its average grant was $265,813, across 12 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Jon and Linda Halbert Family Foundation that year got $34K on average.

Where does Jon and Linda Halbert Family Foundation give grants?

Jon and Linda Halbert Family Foundation gives mostly in Texas: 79% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (18%). The most frequent recipient cities were Dallas, TX (6 grants).

Does Jon and Linda Halbert Family Foundation give general operating support?

Yes: 67% of Jon and Linda Halbert Family Foundation's 2025 grants with a stated purpose (8 of 12) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Jon and Linda Halbert Family Foundation's largest grantees?

Jon and Linda Halbert Family Foundation's largest 2025 grantees include Forest Forward ($2,305,000), Harbor Fund ($575,000) and Siddhayatan Tirth ($125,000), according to its 2025 IRS Form 990-PF. Together they received 94% of its itemized 2025 grant dollars.

How large is Jon and Linda Halbert Family Foundation?

Jon and Linda Halbert Family Foundation reported $7.5M in total assets on its 2025 IRS Form 990-PF. It paid out $3.2M in qualifying distributions that year, against a required minimum of $663K (roughly 5% of its investment assets).

What does Jon and Linda Halbert Family Foundation fund?

No foundation mission statement is provided. Its 2025 grants include support for organizations whose work spans several areas. Forest Forward, the largest recipient, says it works with the community to address systemic inequities through neighborhood revitalization centered on advancing marginalized people; its project centers on restoring and renovating the historic Forest Theater in South Dallas. Transition Resource Action Center describes its work as connecting young people transitioning out…

How do I apply for a grant from Jon and Linda Halbert Family Foundation?

The filing lists the materials to provide as purpose, benefit, description, and amount. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Jon and Linda Halbert Family Foundation's EIN?

Jon and Linda Halbert Family Foundation's EIN (Employer Identification Number) is 47-0929091. IRS Form 990 filing data is available on this page for 2019–2025.

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

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