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Jon And Linda Halbert Family Foundation is a private corporation based in DALLAS, TX. The foundation received its IRS ruling in 2004. The principal officer is Jon S Halbert. It holds total assets of $8.5M. Annual income is reported at $2.1M. Total assets have decreased from $13.6M in 2011 to $9.6M in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2019 to 2023. Funding is distributed across 4 states, including Texas, Arkansas, District of Columbia. According to available records, Jon And Linda Halbert Family Foundation has made 12 grants totaling $2.3M, with a median grant of $3K. Annual giving has decreased from $1.5M in 2020 to $808K in 2022. Individual grants have ranged from $500 to $1.4M, with an average award of $194K. The foundation has supported 10 unique organizations. The foundation primarily supports organizations in Texas, Arkansas, District of Columbia, which account for 92% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$2K
Average Grant
$190K
Largest Grant
$1.4M
Based on 8 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Jon And Linda Halbert Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in TX, AR, DC.
Jon And Linda Halbert Family Foundation has distributed a total of $2.3M across 12 grants. The median grant size is $3K, with an average of $194K. Individual grants have ranged from $500 to $1.4M.
Jon And Linda Halbert Family Foundation is a private foundation. To inquire about grants, you can look up the foundation using their EIN (470929091) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
Jon And Linda Halbert Family Foundation is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Jon S Halbert | PRESIDENT/TREASURER | $0 | $0 | N/A |
| Linda M Halbert | V.P./SECRETARY | $0 | $0 | N/A |
| Lindsay M Halbert | DIRECTOR | $0 | $0 | N/A |
Total Giving
$1.9M
Total Assets
$9.6M
Fair Market Value
$14.9M
Net Worth
$9.6M
Grants Paid
$1.8M
Contributions
$149K
Net Investment Income
$892K
Distribution Amount
$676K
Total: $7.7M
Total Grants
12
Total Giving
$2.3M
Average Grant
$194K
Median Grant
$3K
Unique Recipients
10
Most Common Grant
$1K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Forest ForwardGENERAL PURPOSE | Dallas, TX | $800K | 2022 |
| Payne Springs Fire-RescueGENERAL PURPOSE | Payne Springs, TX | $5K | 2022 |
| Cedar Creek Veterans FoundationGENERAL PURPOSE | Mabank, TX | $3K | 2022 |
| Home Place Hospice Of East TexasGENERAL PURPOSE | Tyler, TX | $500 | 2022 |
| City SquareGENERAL PURPOSE | Dallas, TX | $1.4M | 2020 |
| Bridge2rwandaGENERAL PURPOSE | Little Rock, AR | $100K | 2020 |
| Pan FoundationGENERAL PURPOSE | Washington, DC | $2K | 2020 |
| Virginia Hospital Center FoundationGENERAL PURPOSE | Arlington, VA | $1K | 2020 |
| Rehab Hospice Of The Big CountryGENERAL PURPOSE | Abilene, TX | $1K | 2020 |
| The StewpotGENERAL PURPOSE | Dallas, TX | $1K | 2020 |