Civic Intelligence

Halbert Harmon Foundation Inc.

990PF • Fiscal year 2021 • EIN 20-0214688

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

55 Main Street STE 200Colleyville, TX 76034

(817) 514-7411

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$7,155,417

Up $1,496,440 (+26%) from 2020

Net Assets

Up

$7,155,417

Up $1,496,440 (+26%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Up

$1,926,902

Up $1,146,686 (+147%) from 2020

Expenses

Up

$430,462

Up $6,423 (+1.5%) from 2020

Net Income

Up

$1,496,440

Up $1,140,263 (+320%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $3,267,807Liabilities 2011: $0Net Assets 2011: $3,267,8072011Assets 2012: $3,562,947Liabilities 2012: $12012Assets 2013: $3,981,540Liabilities 2013: $0Net Assets 2013: $3,981,5402013Assets 2014: $4,389,534Liabilities 2014: $0Net Assets 2014: $4,389,5342014Assets 2015: $4,827,679Liabilities 2015: $0Net Assets 2015: $4,827,6792015Assets 2016: $4,829,462Liabilities 2016: $0Net Assets 2016: $4,829,4622016Assets 2017: $5,076,416Liabilities 2017: $0Net Assets 2017: $5,076,4162017Assets 2018: $5,635,522Liabilities 2018: $0Net Assets 2018: $5,635,5222018Assets 2019: $5,302,800Liabilities 2019: $02019Assets 2020: $5,658,977Liabilities 2020: $0Net Assets 2020: $5,658,9772020Assets 2021: $7,155,417Liabilities 2021: $0Net Assets 2021: $7,155,4172021Assets 2022: $7,297,510Liabilities 2022: $0Net Assets 2022: $7,297,5102022Assets 2023: $7,171,402Liabilities 2023: $0Net Assets 2023: $7,171,4022023Assets 2024: $8,137,447Liabilities 2024: $0Net Assets 2024: $8,137,4472024

Highlighted filing

2021

Assets$7,155,417
Liabilities$0
Net Assets$7,155,417

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2011: $65,0642011Revenue 2012: $489,405Expenses 2012: $70,214Net Income 2012: $419,1912012Revenue 2013: $482,827Expenses 2013: $64,234Net Income 2013: $418,5932013Revenue 2014: $515,799Expenses 2014: $107,805Net Income 2014: $407,9942014Revenue 2015: $575,232Expenses 2015: $137,087Net Income 2015: $438,1452015Revenue 2016: $285,890Expenses 2016: $284,107Net Income 2016: $1,7832016Revenue 2017: $562,068Expenses 2017: $315,114Net Income 2017: $246,9542017Revenue 2018: $915,438Expenses 2018: $356,332Net Income 2018: $559,1062018Revenue 2019: $76,742Expenses 2019: $409,464Net Income 2019: -$332,7222019Revenue 2020: $780,216Expenses 2020: $424,039Net Income 2020: $356,1772020Revenue 2021: $1,926,902Expenses 2021: $430,462Net Income 2021: $1,496,4402021Revenue 2022: $792,879Expenses 2022: $650,786Net Income 2022: $142,0932022Revenue 2023: $448,538Expenses 2023: $574,646Net Income 2023: -$126,1082023Revenue 2024: $1,615,305Expenses 2024: $649,260Net Income 2024: $966,0452024

Highlighted filing

2021

Revenue$1,926,902
Expenses$430,462
Net Income$1,496,440
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David S HalbertDir, Pres-$0--
Andrew W HarmonDirector-$0--
Belinda Jo HarmonDir, VP-$0--
Christopher HarmonSec, Director-$0--
David Todd HarmonDirector-$0--
Jon Mark HarmonVP, Director-$0--
Robert G HarmonDir, VP-$0--
Filing and Contact Details

Filer

Filer Name
Halbert Harmon Foundation
EIN
20-0214688
In Care Of
% Halbert Harmon Foundation
Phone
8175147411
Address
55 Main Street STE 200, Colleyville, TX 76034

Signing Officer

Name
Christopher Harmon
Title
Secretary
Phone
8008391754
Signed
2022-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART I LINE 25 AND PART XIV LINE 3A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PARTS I AND XIV
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0IN-KIND GRANTS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1FORM 990-PF, PARTS I AND XIV
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DISTRIBUTIONS 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
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1TOTAL 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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ACTIVISION BLIZZARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ADIDAS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ADOBE SYSTEMS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ADVANCED MICRO DEVICES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AIRBUS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ALIBABA GROUP HOLDING LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ALPHABET INC CL C
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14AMAZON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AMC NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16AMERICA MOVIL SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17AMERICAN TOWER REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18AMPHENOL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ANHEUSER BUSCH COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20AON PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22APPLIED MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ASAHI KAISAI CP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ASML HOLDING NV NY REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ASSA ABLOY UNSP/ADR

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$0.00$8.14$1.62$0.65$0.97
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.17$0.00$7.17$0.45$0.57$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.30$0.00$7.30$0.79$0.65$0.14
2021Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$1.93$0.43$1.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.66$0.00$5.66$0.78$0.42$0.36
2019Summary only. Only limited summary data is available for this year.$5.30$0.00$0.08$0.41$0.33
2018Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.92$0.36$0.56
2017Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.56$0.32$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$0.00$4.83$0.29$0.28$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$0.00$4.83$0.58$0.14$0.44
2014Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.52$0.11$0.41
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.48$0.06$0.42
2012Summary only. Only limited summary data is available for this year.$3.56$0.00$0.49$0.07$0.42
2011Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.07