Hamon Charitable Foundation

Dallas, TX
Tax-exempt since Dec. 1997
EIN: 75-2734057

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$8.19M (2024)

Expenses

$12.1M (2024)

Total Assets

$63M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$8,185,354

Expenses

$12,052,386

Net Income

-$3,867,032

Net Assets

$63,023,348

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,000,383	12.2%
Dividends	$1,163,929	14.2%
Sales of Assets	$4,671,658	57.1%
Other Income	$1,349,384	16.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,677,153	88.6%
Compensation of Officers*	$620,000	5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$63,023,348
Total Liabilities	$0
Net Assets	$63,023,348

Compensation

Key Employees and Officers	Compensation	Other
Kelly Roach (President/Director)	$120,000	$0
Linda J Dunavant (Secretary)	$100,000	$0
Nancy Halbreich (Director)	$100,000	$0
Kern Wildenthal Md Phd (Director)	$100,000	$0
Tom M Souers (Director)	$100,000	$0
Lawrence H Roach (Director)	$100,000	$0

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990-PF

Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$7,214,820

Expenses

$10,241,363

Net Income

-$3,026,543

Net Assets

$66,890,380

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$715,099	9.9%
Dividends	$1,269,152	17.6%
Sales of Assets	$5,222,833	72.4%
Other Income	$7,736	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,821,500	86.1%
Compensation of Officers*	$620,000	6.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$66,890,380
Total Liabilities	$0
Net Assets	$66,890,380

Compensation

Key Employees and Officers	Compensation	Other
Kelly Roach (President/Director)	$120,000	$0
Linda J Dunavant (Secretary)	$100,000	$0
Nancy Halbreich (Director)	$100,000	$0
Kern Wildenthal Md Phd (Director)	$100,000	$0
Tom M Souers (Director)	$100,000	$0
Lawrence H Roach (Director)	$100,000	$0

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990-PF

Filed on Nov. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$5,900,001

Expenses

$13,967,841

Net Income

-$8,067,840

Net Assets

$69,916,923

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,032	0.7%
Interest Revenue	$590,196	10.0%
Dividends	$1,211,956	20.5%
Sales of Assets	$4,029,478	68.3%
Other Income	$28,339	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,580,205	90.1%
Compensation of Officers*	$620,000	4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$69,916,923
Total Liabilities	$0
Net Assets	$69,916,923

Compensation

Key Employees and Officers	Compensation	Other
Kelly Roach (President/Director)	$120,000	$0
Linda J Dunavant (Secretary)	$100,000	$0
Nancy Halbreich (Director)	$100,000	$0
Kern Wildenthal Md Phd (Director)	$100,000	$0
Tom M Souers (Director)	$100,000	$0
Lawrence H Roach (Director)	$100,000	$0

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990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$10,364,017

Expenses

$8,846,097

Net Income

$1,517,920

Net Assets

$77,984,763

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$622,231	6.0%
Dividends	$1,266,896	12.2%
Sales of Assets	$8,441,996	81.5%
Other Income	$32,894	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,506,680	84.9%
Compensation of Officers*	$560,000	6.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$77,984,763
Total Liabilities	$0
Net Assets	$77,984,763

Compensation

Key Employees and Officers	Compensation	Other
Linda J Dunavant (Secretary)	$100,000	$0
Nancy Halbreich (Director)	$100,000	$0
Kern Wildenthal Md Phd (Director)	$100,000	$0
Tom M Souers (Director)	$100,000	$0
Lawrence H Roach (Director)	$100,000	$0
Kelly Roach (President/Director)	$60,000	$0

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990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$7,137,930

Expenses

$8,510,293

Net Income

-$1,372,363

Net Assets

$76,776,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,134,853	29.9%
Sales of Assets	$5,001,304	70.1%
Other Income	$1,773	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,036,030	82.7%
Compensation of Officers*	$560,000	6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$76,776,823
Total Liabilities	$1
Net Assets	$76,776,822

Compensation

Key Employees and Officers	Compensation	Other
Linda J Dunavant (Secretary)	$100,000	$0
Nancy Halbreich (Director)	$100,000	$0
Kern Wildenthal Md Phd (Director)	$100,000	$0
Tom M Souers (Director)	$100,000	$0
Lawrence H Roach (Director)	$100,000	$0
Kelly Roach (President/Director)	$60,000	$0

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990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$7,482,115

Expenses

$11,781,653

Net Income

-$4,299,538

Net Assets

$78,149,185

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,636,029	35.2%
Interest Revenue	$996,362	13.3%
Dividends	$1,071,925	14.3%
Sales of Assets	$2,777,689	37.1%
Other Income	$110	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,645,000	90.4%
Compensation of Officers*	$560,000	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$78,149,186
Total Liabilities	$1
Net Assets	$78,149,185

Compensation

Key Employees and Officers	Compensation	Other
Kelly Roach (President/Director)	$160,000	$0
Nancy Halbreich (Director)	$100,000	$0
Kern Wildenthal Md Phd (Director)	$100,000	$0
Tom M Souers (Director)	$100,000	$0
Lawrence H Roach (Director)	$100,000	$0
Linda J Dunavant (Secretary)	$0	$0

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990-PF

Filed on Nov. 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$6,527,837

Expenses

$11,779,563

Net Income

-$5,251,726

Net Assets

$82,559,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$949,407	14.5%
Dividends	$1,169,822	17.9%
Sales of Assets	$4,408,604	67.5%
Other Income	$4	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,370,000	88.0%
Compensation of Officers*	$660,000	5.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$82,581,797
Total Liabilities	$22,143
Net Assets	$82,559,654

Compensation

Key Employees and Officers	Compensation	Other
Kelly Roach (President/Director)	$160,000	$0
Nancy Halbreich (Director)	$100,000	$0
Kern Wildenthal Md Phd (Director)	$100,000	$0
Ray Mpoage (Director)	$100,000	$0
Tom M Souers (Director)	$100,000	$0
John L Roach (Vp/Director)	$50,000	$0
Lawrence H Roach (Director)	$50,000	$0
Linda J Dunavant (Secretary)	$0	$0

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990-PF

Filed on Nov. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$5,943,382

Expenses

$14,213,465

Net Income

-$8,270,083

Net Assets

$87,980,841

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$952,561	16.0%
Dividends	$1,344,196	22.6%
Sales of Assets	$3,646,625	61.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,800,000	90.1%
Compensation of Officers*	$660,000	4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$87,980,841
Total Liabilities	$0
Net Assets	$87,980,841

Compensation

Key Employees and Officers	Compensation	Other
Kelly Roach (President/Director)	$160,000	$0
John L Roach (Vp/Director)	$100,000	$0
Nancy Halbreich (Director)	$100,000	$0
Kern Wildenthal Md Phd (Director)	$100,000	$0
Ray Mpoage (Director)	$100,000	$0
Tom M Souers (Director)	$100,000	$0
Linda J Dunavant (Secretary)	$0	$0

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990-PF

Filed on Nov. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$3,050,358

Expenses

$16,525,594

Net Income

-$13,475,236

Net Assets

$96,293,201

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,120,581	36.7%
Dividends	$1,445,480	47.4%
Sales of Assets	$484,297	15.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,045,000	91.0%
Compensation of Officers*	$660,000	4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$96,293,201
Total Liabilities	$0
Net Assets	$96,293,201

Compensation

Key Employees and Officers	Compensation	Other
Kelly Roach (President/Director)	$160,000	$0
John L Roach (Vp/Director)	$100,000	$0
Nancy Halbreich (Director)	$100,000	$0
Kern Wildenthal Md Phd (Director)	$100,000	$0
Ray Mpoage (Director)	$100,000	$0
Tom M Souers (Director)	$100,000	$0
Linda J Dunavant (Secretary)	$0	$0

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990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$16,207,266

Expenses

$37,785,897

Net Income

-$21,578,631

Net Assets

$109,621,406

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,159,761	62.7%
Interest Revenue	$1,175,429	7.3%
Dividends	$1,581,798	9.8%
Sales of Assets	$3,285,232	20.3%
Other Income	$5,046	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,190,490	95.8%
Compensation of Officers*	$670,000	1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$109,621,406
Total Liabilities	$0
Net Assets	$109,621,406

Compensation

Key Employees and Officers	Compensation	Other
Kelly Roach (President/Director)	$160,000	$0
John L Roach (Vp/Director)	$100,000	$0
Nancy Halbreich (Director)	$100,000	$0
Kern Wildenthal Md Phd (Director)	$100,000	$0
Ray Mpoage (Director)	$100,000	$0
Tom M Souers (Director)	$100,000	$0
Linda J Dunavant (Secretary)	$10,000	$0

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990-PF

Filed on Nov. 7, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$26,071,421

Expenses

$16,758,447

Net Income

$9,312,974

Net Assets

$131,150,538

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,738,355	60.4%
Interest Revenue	$1,724,556	6.6%
Dividends	$2,121,686	8.1%
Sales of Assets	$6,486,824	24.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,870,000	88.7%
Compensation of Officers*	$660,000	3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$131,150,538
Total Liabilities	$0
Net Assets	$131,150,538

Compensation

Key Employees and Officers	Compensation	Other
Kelly Roach (President/Director)	$160,000	$0
John L Roach (Vp/Director)	$100,000	$0
Nancy Halbreich (Director)	$100,000	$0
Kern Wildenthal Md Phd (Director)	$100,000	$0
Ray Mpoage (Director)	$100,000	$0
Tom M Souers (Director)	$100,000	$0
Linda J Dunavant (Secretary)	$0	$0

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990-PF

Filed on Aug. 20, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$6,582,003

Expenses

$20,511,335

Net Income

-$13,929,332

Net Assets

$122,325,482

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	3.0%
Interest Revenue	$1,583,168	24.1%
Dividends	$2,016,214	30.6%
Sales of Assets	$2,784,007	42.3%
Other Income	-$1,386

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,191,500	93.6%
Compensation of Officers*	$400,000	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$122,325,482
Total Liabilities	$0
Net Assets	$122,325,482

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$9,745,783

Expenses

$9,850,963

Net Income

-$105,180

Net Assets

$136,184,675

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$775,000	8.0%
Interest Revenue	$2,616,832	26.9%
Dividends	$2,007,643	20.6%
Sales of Assets	$4,371,907	44.9%
Other Income	-$25,599

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,685,000	88.2%
Compensation of Officers*	$400,000	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$136,184,675
Total Liabilities	$0
Net Assets	$136,184,675

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$147,079,869

Expenses

$16,832,774

Net Income

$130,247,095

Net Assets

$137,150,529

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$145,627,390	99.0%
Interest Revenue	$756,087	0.5%
Dividends	$92,723	0.1%
Sales of Assets	$603,669	0.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,771,469	99.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$137,150,529
Total Liabilities	$0
Net Assets	$137,150,529

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Hamon Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $8.19M (2024)

Expenses $12.1M (2024)

Total Assets $63M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$8.19M (2024)

Expenses

$12.1M (2024)

Total Assets

$63M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001