Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 12-01-2018 , and ending 11-30-2019
Name of foundation
THE BILL & KATIE WEAVER CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)1845 WOODALL RODGERS FWY NO 1275
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX752012299
A Employer identification number

75-2001841
B Telephone number (see instructions)

(214) 999-9494
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,649,374
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 488,387
2 Check bullet.............
3 Interest on savings and temporary cash investments 10 10 10
4 Dividends and interest from securities... 68,119 68,119 68,119
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 52,048
b Gross sales price for all assets on line 6a 2,448,994
7 Capital gain net income (from Part IV, line 2)... 52,048
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 31,947 35,899 31,947
12 Total. Add lines 1 through 11........ 640,511 156,076 100,076
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 16,355 8,177 0 8,178
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 14,830 656 0 0
19 Depreciation (attach schedule) and depletion... 49,961 49,961 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 138,810 132,658 0 6,152
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 219,956 191,452 0 14,330
25 Contributions, gifts, grants paid....... 264,388 264,388
26 Total expenses and disbursements. Add lines 24 and 25 484,344 191,452 0 278,718
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 156,167
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 100,076
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,204,314 196,672 196,672
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   181    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   13,800 13,800
10a Investments—U.S. and state government obligations (attach schedule) 246,297 Click to see attachment781,707 797,928
b Investments—corporate stock (attach schedule)....... 2,780,286 Click to see attachment2,886,669 4,273,582
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 904,232 Click to see attachment1,058,686 1,363,064
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment4,047 Click to see attachment4,328 Click to see attachment4,328
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,139,357 4,941,862 6,649,374
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 7,017,969 7,017,969
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -1,878,612 -2,076,107
30 Total net assets or fund balances (see instructions)..... 5,139,357 4,941,862
31 Total liabilities and net assets/fund balances (see instructions). 5,139,357 4,941,862
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,139,357
2
Enter amount from Part I, line 27a .....................
2
156,167
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,162
4
Add lines 1, 2, and 3 ..........................
4
5,299,686
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
357,824
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,941,862
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a UNITED STATES TREAS NTS NOTE 0.750% 2/15/19   2018-03-21 2019-02-15
b VANGUARD INDEX FDS S&P 500 ETF SHS   2018-08-28 2019-01-08
c VANGUARD INDEX FDS S&P 500 ETF SHS   2018-08-23 2019-01-08
d VANGUARD INDEX FDS S&P 500 ETF SHS   2018-08-21 2019-01-08
e VANGUARD INDEX FDS S&P 500 ETF SHS   2018-08-14 2019-01-08
VANGUARD INDEX FDS SMALL CP ETF   2018-08-21 2019-01-14
VANGUARD INDEX FDS TOTAL STK MKT   2019-01-08 2019-01-14
VANGUARD INDEX FDS VALUE ETF   2018-08-17 2019-01-14
VANGUARD INDEX FDS VALUE ETF   2018-10-31 2019-06-14
VANGUARD INDEX FDS VALUE ETF   2018-08-17 2019-06-14
SOUTHWEST AIRLS CO COMMON   2013-06-12 2019-04-15
SOUTHWEST AIRLS CO COMMON   2013-06-12 2019-04-17
SOUTHWEST AIRLS CO COMMON   2013-06-12 2019-04-17
SOUTHWEST AIRLS CO COMMON   2013-06-12 2019-04-17
SOUTHWEST AIRLS CO COMMON   2013-06-12 2019-04-17
SOUTHWEST AIRLS CO COMMON   2013-06-12 2019-04-17
UNITED STATES TREAS NTS NOTE 0.750% 7/15/19   2018-06-27 2019-07-15
ORGAN TRANSPORT SYSTEMS, INC.   2007-07-03 2019-05-13
CLASS ACTION SETTLEMENT P    
FOUNDATION MINERAL PARTNERS II, L.P. P    
FOUNDATION MINERAL PARTNERS II, L.P. P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 100,000   100,000 0
b 7,033   7,993 -960
c 28,134   31,501 -3,367
d 222,725   250,323 -27,598
e 555,639   616,330 -60,691
66,925   77,607 -10,682
163,753   161,956 1,797
165,877   180,454 -14,577
104,062   100,482 3,580
618,017   617,793 224
26,154   6,936 19,218
18,460   4,856 13,604
52,743   13,873 38,870
52,743   13,873 38,870
52,742   13,873 38,869
34,283   9,017 25,266
150,000   147,516 2,484
    37,500 -37,500
371     371
    5,063 -5,063
29,333     29,333
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       0
b       -960
c       -3,367
d       -27,598
e       -60,691
      -10,682
      1,797
      -14,577
      3,580
      224
      19,218
      13,604
      38,870
      38,870
      38,869
      25,266
      2,484
      -37,500
      371
      -5,063
      29,333
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 52,048
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 -117,337
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 317,287 6,370,001 0.049810
2016 282,329 5,861,251 0.048169
2015 270,085 5,436,251 0.049682
2014 274,483 5,545,744 0.049494
2013 227,630 5,621,297 0.040494
2
Total of line 1, column (d) .....................
2
0.237649
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.047530
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
6,452,053
5
Multiply line 4 by line 3......................
5
306,666
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
0
7
Add lines 5 and 6........................
7
306,666
8
Enter qualifying distributions from Part XII, line 4,.............
8
278,718
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,126
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,126
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,126
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 4,126
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDAVID STARK Telephone no.bullet (214) 999-9494

    Located atbullet1845 WOODALL RODGERS FWY 1275DALLASTX ZIP+4bullet752012299
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DR WILLIAM R WEAVER TRUSTEE
    1.00
    0 0 0
    1845 WOODALL RODGERS FREEWAY 1275
    DALLAS,TX752012299
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    INLAND INVESTMENTS INC INVESTMENT MANAGER 123,038
    1845 WOODALL RODGERS FREEWAY SUITE
    1275
    DALLAS,TX752012299
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,431,522
    b
    Average of monthly cash balances.......................
    1b
    783,186
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,335,600
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,550,308
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,550,308
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    98,255
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,452,053
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    322,603
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    322,603
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    322,603
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    322,603
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    322,603
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    278,718
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    278,718
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    278,718
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 322,603
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 261,849
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 278,718
    a Applied to 2017, but not more than line 2a 261,849
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 16,869
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    305,734
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    DR WILLIAM R WEAVER
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DR WILLIAM R WEAVER MD TRUSTEE
    1845 WOODALL RODGERS FREEWAY SUITE
    1275
    DALLAS,TX752012299
    (214) 999-9498
    bThe form in which applications should be submitted and information and materials they should include:
    THE APPLICATION MUST BE MADE IN THE FORM OF A LETTER. THE LETTER SHOULD INCLUDE INFORMATION ABOUT THE ORGANIZATION SUBMITTING THE APPLICATION AND SPECIFIC INFORMATION ABOUT THE PROJECT NAMED IN THE GRANT REQUEST. THE APPLICATION MUST ALSO INCLUDE A COPY OF THE MOST RECENT TWELVE-MONTH BUDGET, PREVIOUS YEAR'S BUDGET, MOST RECENT FINANCIAL STATEMENTS (AUDITED IF AVAILABLE) AND ALL CONTRIBUTIONS THE APPLICANT HAS RECEIVED FROM FOUNDATIONS IN THE PAST YEAR. FINALLY, THE APPLICATION SHOULD INCLUDE A LIST OF THE BOARD OF DIRECTORS AND THEIR AFFILIATIONS AND THE SALARIES OF THE TOP THREE ADMINISTRATIVE POSITIONS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO GRANTS ARE MADE DIRECTLY TO INDIVIDUALS. ALSO, GRANT APPLICATIONS ARE ONLY ACCEPTED FROM 501(C)(3)I.R.C. ORGANIZATIONS.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ADMIRAL NIMITZ FOUNDATION
    311 E AUSTIN STREET
    FREDERICKSBURG,TX78624
        CHARITABLE DISTRIBUTION 100
    ARK ASSESSMENT CENTER AND EMERGENCY SHELTER FOR YOUTH THE
    12940 LEOPARD STREET
    CORPUS CHRISTI,TX78410
        THE ARK GALA 1,000
    AUSTIN STREET CENTER
    2929 HICKORY STREET
    DALLAS,TX75226
        EDUCATION AND EMPLOYMENT PROGRAM 2,500
    BAYLOR SCOTT & WHITE DALLAS FOUNDATION
    3600 GASTON AVENUE SUITE 100
    DALLAS,TX75246
        CHARITABLE DISTRIBUTION 500
    BBB WISE GIVING ALLIANCE
    3033 WILSON BLVD
    MERRIFIELD,VA22201
        CHARITABLE DISTRIBUTION 65
    BEAVER CREEK RELIGIOUS FOUNDATION
    PO BOX 1781
    EAGLE,CO81631
        CHARITABLE DISTRIBUTION 500
    BISHOP'S ANNUAL APPEAL FOR CATHOLIC MINISTRIES
    3725 BLACKBURN STREET
    DALLAS,TX75219
        CHARITABLE DISTRIBUTION 5,000
    CAMP JOHN MARC
    4925 GREENVILLE AVENUE SUITE 400
    DALLAS,TX75206
        CAMPERSHIPS BASED ON FINANCIAL NEED 20,000
    CFACT
    1717 PENNSYLVANIA AVENUE SUITE 1025
    ABINGDON,MD20006
        CHARITABLE DISTRIBUTION 500
    CFACT
    1717 PENNSYLVANIA AVENUE SUITE 1025
    ABINGDON,MD20006
        CHARITABLE DISTRIBUTION 250
    CHILDREN'S CHORUS OF GREATER DALLAS
    325 N ST PAUL STREET SUITE 2020
    DALLAS,TX75201
        2018-2019 NEIGHBORHOOD CHORUS AND SUMMER SINGING 5,000
    CHILDREN'S MEDICAL CENTER FOUNDATION
    2777 N STEMMONS FREEWAY SUITE 1700
    DALLAS,TX75207
        EMERGENCY ROOM EXPANSION AND RENOVATION PROJECT 10,000
    CHURCH OF THE INCARNATION
    3966 MCKINNEY AVENUE
    DALLAS,TX75204
        CHARITABLE DISTRIBUTION 500
    CHURCH OF THE INCARNATION
    3966 MCKINNEY AVENUE
    DALLAS,TX75204
        CHARITABLE DISTRIBUTION 500
    CLIBURN THE
    201 MAIN STREET SUITE 100
    FORT WORTH,TX76102
        CHARITABLE DISTRIBUTION 2,000
    COASTAL BEND FOOD BANK THE
    826 KRILL STREET
    CORPUS CHRISTI,TX78408
        HARVEST OF HOPE FUNDRAISER 1,000
    COMMUNITY PARTNERS OF DALLAS
    7950 ELMBROOK DRIVE
    DALLAS,TX75247
        GENERAL OPERATING SUPPORT 2,000
    COMMUNITY PARTNERS OF DALLAS
    7950 ELMBROOK DRIVE
    DALLAS,TX75247
        GENERAL OPERATING SUPPORT 2,000
    COMPANIONS FOR HEROES
    620 SEA ISLAND ROAD SUITE 148
    MERRIFIELD,VA31522
        CHARITABLE DISTRIBUTION 100
    CRADLE OF HOPE
    1657 THE FAIRWAY SUITE 140
    JENKINTOWN,PA19046
        TRANSITIONAL HOUSING PROGRAM 2,500
    CRYSTAL CHARITY BALL
    3838 OAK LAWN AVENUE SUITE 150
    DALLAS,TX75219
        UNDERWRITING FOR CRYSTAL CHARITY BALL 2019 2,500
    CRYSTAL CHARITY BALL
    3838 OAK LAWN AVENUE SUITE 150
    DALLAS,TX75219
        ADDITIONAL UNDERWRITING FOR CRYSTAL CHARITY BALL 2019 2,500
    DALLAS CHAMBER SYMPHONY
    2520 FLORA STREET
    DALLAS,TX75201
        CHARITABLE DISTRIBUTION 300
    DALLAS FOUNDATION - BROOK HOLLOW GOLF CLUB EMPLOYEE SCHOLARSHIP FUND
    3963 MAPLE AVENUE SUITE 390
    DALLAS,TX75219
        BROOK HOLLOW GOLF CLUB EMPLOYEE SCHOLARSHIP FUND 2,500
    DALLAS HISTORICAL SOCIETY
    3939 E GRAND AVENUE
    DALLAS,TX75210
        CHARITABLE DISTRIBUTION 300
    DALLAS HOLOCAUST MUSEUM
    300 N HOUSTON STREET
    DALLAS,TX75202
        CHARITABLE DISTRIBUTION 500
    DALLAS HOLOCAUST MUSEUM
    300 N HOUSTON STREET
    DALLAS,TX75202
        CHARITABLE DISTRIBUTION IN MEMORY OF EUGENE P. FRENKEL M.D. 100
    DALLAS HOLOCAUST MUSEUM
    300 N HOUSTON STREET
    DALLAS,TX75202
        BUILDING THE NEW MUSEUM 1,000
    DALLAS MUSEUM OF ART
    1717 N HARWOOD STREET
    DALLAS,TX75201
        CHARITABLE DISTRIBUTION 500
    DALLAS SYMPHONY ORCHESTRA
    2301 FLORA STREET
    DALLAS,TX75201
        CHARITABLE DISTRIBUTION 3,500
    DALLAS SYMPHONY ORCHESTRA
    2301 FLORA STREET
    DALLAS,TX75201
        DALLAS WINDS BANK CAMP FOR 4 STUDENTS 700
    DALLAS WINDS
    2301 FLORA STREET
    DALLAS,TX75201
        SUPPORTING 4 STUDENTS 700
    DCMS FOUNDATION
    PO BOX 4680
    DALLAS,TX75208
        CHARITABLE DISTRIBUTION 400
    DEL MAR COLLEGE FOUNDATION
    2901 AYERS STREET
    CORPUS CHRISTI,TX78404
        SCHOLARSHIPS BASED ON FINANCIAL NEED 2,500
    DME EXCHANGE OF DALLAS
    12015 SHILOH ROAD
    DALLAS,TX75228
        REFURBISHMENT AND SANITATION OF EQUIPMENT 1,000
    DOCTORS WITHOUT BORDERS
    PO BOX 5030
    HAGERSTOWN,MD21741
        CHARITABLE DISTRIBUTION 300
    EDUCATIONAL OPPORTUNITIES
    3419 WESTMINSTER AVENUE SUITE 218
    DALLAS,TX75205
        CHARITABLE DISTRIBUTION 7,500
    FIRST LIBERTY INSTITUTE
    PO BOX 9078
    PUEBLO,CO81008
        CHARITABLE DISTRIBUTION 5,000
    FRIENDS OF MOUNTAIN RESCUE
    PO BOX 1094
    EDWARDS,CO81632
        CHARITABLE DISTRIBUTION 250
    FRIENDS OF WRR
    1516 1ST AVENUE
    DALLAS,TX75210
        CHARITABLE DISTRIBUTION 250
    GEORGE W BUSH PRESIDENTIAL CENTER
    2943 SMU BLVD
    DALLAS,TX75205
        PRESIDENT'S COUNCIL 12,500
    GIDEONS INTERNATIONAL
    PO BOX 97251
    WASHINGTON,DC20090
        CHARITABLE DISTRIBUTION 500
    GRACE LAKE MINISTRIES
    9611 FM 1827
    ANNA,TX75409
        THERAPEUTIC RIDING PROGRAM FOR CHILDREN AND YOUTH WITH DISABILITIES 1,000
    HABITAT FOR HUMANITYVAIL VALLEY
    455 NOTTINGHAM RANCH ROAD
    AVON,CO81620
        CHARITABLE DISTRIBUTION 500
    HEALTH OUTREACH TO THE MIDDLE EAST
    3403 CARTWRIGHT ROAD
    MISSOURI CITY,TX77459
        CHARITABLE DISTRIBUTION 3,500
    HEALTH OUTREACH TO THE MIDDLE EAST
    3403 CARTWRIGHT ROAD
    MISSOURI CITY,TX77459
        CHARITABLE DISTRIBUTION 1,000
    HIGHLAND PARK PRESBYTERIAN CHURCH
    3821 UNIVERSITY BLVD
    DALLAS,TX75205
        CHARITABLE CONTRIBUTION IN MEMORY OF JANET BELL BONNET 250
    HIGHLAND PARK PRESBYTERIAN CHURCH
    3821 UNIVERSITY BLVD
    DALLAS,TX75205
        CHARITABLE CONTRIBUTION FOR MISSION TRIP 200
    HIGHLAND PARK PRESBYTERIAN CHURCH
    3821 UNIVERSITY BLVD
    DALLAS,TX75205
        CHARITABLE CONTRIBUTION FOR MISSION TRIP 300
    HIGHLAND PARK PRESBYTERIAN CHURCH
    3821 UNIVERSITY BLVD
    DALLAS,TX75205
        CHARITABLE DISTRIBUTION 1,000
    HOUSING CRISIS CENTER
    4210 JUNIUS STREET
    DALLAS,TX75246
        HOME AGAIN PROGRAM 1,500
    HUMAN TRAFFICKING INSTITUTE THE
    2701 PROSPERITY AVENUE
    FAIRFAX,VA22031
        CHARITABLE DISTRIBUTION 2,000
    IMMUNIZATION ACTION COALITION
    2550 UNIVERITY AVENUE WEST SUITE
    415
    SAINT PAUL,MN55114
        CHARITABLE DISTRIBUTION 100
    INSTITUTE FOR JUSTICE
    901 N GLEBE ROAD SUITE 900
    ARLINGTON,VA22203
        CHARITABLE DISTRIBUTION 500
    JESUS ONLINE MINISTRIES
    PO BOX 1643
    HIGLEY,AZ85236
        CHARITABLE DISTRIBUTION 500
    JONI AND FRIENDS
    30009 LADYFACE CT
    AGOURA HILLS,CA91301
        CHARITABLE DISTRIBUTION 250
    JUDICIAL WATCH
    425 THIRD STREET SW SUITE 800
    WASHINGTON,DC20024
        CHARITABLE DISTRIBUTION 200
    JUDICIAL WATCH
    425 THIRD STREET SW SUITE 800
    WASHINGTON,DC20024
        CHARITABLE DISTRIBUTION 100
    JUST FACTS
    641 SHUNPIKE ROAD SUITE 286
    CHATHAM,NJ07928
        CHARITABLE DISTRIBUTION 200
    JUST FACTS
    641 SHUNPIKE ROAD SUITE 286
    CHATHAM,NJ07928
        CHARITABLE DISTRIBUTION 200
    KERA
    3000 HARRY HINES BLVD
    DALLAS,TX75201
        CHARITABLE DISTRIBUTION 500
    MD ANDERSON CANCER CENTER
    1515 HOLCOMBE BLVD
    HOUSTON,TX77030
        RESEARCH OF THE ICON PROTOCOL - GENOMIC MARKER-GUIDED THERAPY INITIATIVE (GEMINI) 30,000
    MERCY STREET
    3801 HOLYSTONE STREET
    DALLAS,TX75212
        LEADERSHIP INSTITUTE AND MENTORING PROGRAM IN SOUTH DALLAS 2,000
    MOMENTOUS INSTITUTE
    106 E 10TH STREET
    DALLAS,TX75203
        CHARITABLE CONTRIBUTION IN MEMORY OF DARRELL JORDAN 100
    MOUNT OF THE HOLY CROSS LUTHERAN CHURCH
    19 VAIL ROAD
    VAIL,CO81657
        CHARITABLE DISTRIBUTION 250
    MOUNT OF THE HOLY CROSS LUTHERAN CHURCH
    19 VAIL ROAD
    VAIL,CO81657
        CHARITABLE DISTRIBUTION 3,500
    MOUNT OF THE HOLY CROSS LUTHERAN CHURCH
    19 VAIL ROAD
    VAIL,CO81657
        CHARITABLE DISTRIBUTION 1,000
    MUSIC & MEMORY
    160 FIRST STREET PO BOX 590
    NEW YORK,NY11501
        CHARITABLE DISTRIBUTION 300
    NATIONAL WWII MUSEUM
    1750 INDEPENDENCE AVENUE SW
    WASHINGTON,DC20024
        CHARITABLE DISTRIBUTION 100
    NATIONAL WWII MUSEUM
    1750 INDEPENDENCE AVENUE SW
    WASHINGTON,DC20024
        CHARITABLE DISTRIBUTION 100
    NAVAL AVIATION MUSEUM FOUNDATION
    1750 RADFORD BLVD
    NAS PENSACOLA,FL32508
        CHARITABLE CONTRIBUTION IN MEMORY OF LT. COMMANDER NED LANGDON 100
    NORTH TEXAS FOOD BANK
    3677 MAPLESHADE LANE
    PLANO,TX75075
        FEEDING CHILDREN PROGRAM 1,500
    NOTRE DAME SCHOOL
    2018 ALLEN STREET
    DALLAS,TX75204
        FRIEND OF NOTRE DAME UNDERWRITING LEVEL FOR AN AFFAIR OF THE HEART 1,000
    NOVO MISSION
    1240 N LAKEVIEW AVENUE SUITE 120
    ANAHEIM,CA92807
        5241-PEELER PROJECT 300
    OVERCOMERS INTERNATIONAL
    10440 N CENTRAL EXPWY SUITE 980
    DALLAS,TX75231
        CHARITABLE DISTRIBUTION 500
    PARENTS TELEVISION COUNCIL
    PO BOX 4210
    LOS ANGELES,CA91503
        CHARITABLE DISTRIBUTION 30,000
    PARKLAND FOUNDATION
    1341 W MOCKINGBIRD LANE SUITE 1100E
    DALLAS,TX75247
        CHARITABLE DISTRIBUTION 1,000
    PATIENTS RIGHTS COUNCIL
    PO BOX 760
    STEUBENVILLE,OH43952
        CHARITABLE DISTRIBUTION 100
    PEROT MUSEUM OF NATURE AND SCIENCE
    2201 N FIELD STREET
    DALLAS,TX75201
        CHARITABLE DISTRIBUTION 1,000
    PHI GAMMA DELTA EDUCATIONAL FOUNDATION
    PO BOX 4599
    LEXINGTON,KY40544
        CHARITABLE DISTRIBUTION 100
    PHYSICIANS BENEVOLENT FUND
    401 W 15TH STREET
    AUSTIN,TX78701
        CHARITABLE DISTRIBUTION 200
    PISACANO SCHOLARS LEADERSHIP PROGRAM
    1648 MCGRATHIANA PARKWAY SUITE 550
    LEXINGTON,KY40511
        CHARITABLE DISTRIBUTION 300
    PLAN INTERNATIONAL USA
    155 PLAN WAY
    WARWICK,RI02886
        CHARITABLE DISTRIBUTION 198
    PLAN INTERNATIONAL USA
    155 PLAN WAY
    WARWICK,RI02886
        CHARITABLE DISTRIBUTION 81
    PLAN INTERNATIONAL USA
    155 PLAN WAY
    WARWICK,RI02886
        CHARITABLE DISTRIBUTION 198
    PLAN INTERNATIONAL USA
    155 PLAN WAY
    WARWICK,RI02886
        CHARITABLE DISTRIBUTION 198
    PLAN INTERNATIONAL USA
    155 PLAN WAY
    WARWICK,RI02886
        CHARITABLE DISTRIBUTION 198
    PRINCE OF PEACE CHRISTIAN SCHOOL
    4004 MIDWAY ROAD
    CARROLLTON,TX75007
        ANNUAL FUND TO BE USED FOR THE STEM LAB 20,000
    RUTH INSTITUTE
    119 JAMESTOWN STREET SUITE 2A
    LAKE CHARLES,LA70605
        CHARITABLE DISTRIBUTION 250
    RUTH INSTITUTE
    119 JAMESTOWN STREET SUITE 2A
    LAKE CHARLES,LA70605
        CHARITABLE DISTRIBUTION 200
    SALESMANSHIP CLUB CHARITABLE GOLF OF DALLAS
    106 E 10TH STREET SUITE 200
    DALLAS,TX75203
        AT&T BYRON NELSON NON-TICKET CONTRIBUTION 200
    SALVATION ARMY DFW METROPLEX COMMAND
    8787 N STEMMONS FREEWAY
    DALLAS,TX75247
        CHARITABLE DISTRIBUTION 2,000
    SAN JACINTO MUSEUM OF HISTORY
    ONE MONUMENT CIRCLE
    LA PORTE,TX77571
        CHARITABLE DISTRIBUTION 100
    SAT-7
    PO BOX 2770
    EASTON,MD21601
        SAT-7 PARS' SEMINARY ON THE AIR PROGRAM 7,500
    SENIOR SOURCE THE
    3910 HARRY HINES BLVD
    DALLAS,TX75219
        CHARITABLE DISTRIBUTION 500
    SHELTER MINISTRIES OF DALLAS
    2929 HICKORY STREET
    DALLAS,TX75226
        CHARITABLE DISTRIBUTION 2,000
    SOUTHWESTERN MEDICAL FOUNDATION
    3889 MAPLE AVENUE SUITE 100
    DALLAS,TX75219
        CHARITABLE CONTRIBUTION IN MEMORY OF JEFF HELLER 500
    SPCA OF TEXAS
    2400 LONE STAR DRIVE
    DALLAS,TX75212
        CHARITABLE DISTRIBUTION 500
    STUDENTS FOR LIBERTY
    2221 S CLARK STREET 12TH FLOOR
    ARLINGTON,VA22202
        CHARITABLE DISTRIBUTION 100
    STUDENTS FOR LIBERTY
    2221 S CLARK STREET 12TH FLOOR
    ARLINGTON,VA22202
        CHARITABLE DISTRIBUTION 100
    TEXAS BAPTIST MEN
    5351 CATRON DRIVE
    DALLAS,TX75227
        CHARITABLE DISTRIBUTION 250
    TEXAS HEALTH PRESBYTERIAN FOUNDATION
    612 E LAMAR BLVD SUITE 300
    ARLINGTON,TX76011
        CHARITABLE DISTRIBUTION 1,000
    TEXAS HEART INSTITUTE
    1101 BATES AVENUE
    HOUSTON,TX77030
        CHARITABLE DISTRIBUTION 250
    TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN
    2222 WELBORN STREET
    DALLAS,TX75219
        CHARITABLE DISTRIBUTION IN MEMORY OF JAN CLAYTON 100
    TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN - KIDSWING
    2222 WELBORN STREET
    DALLAS,TX75219
        KIDSWING 2018 500
    TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN - TARTAN GOLF CLASSIC
    2222 WELBORN STREET
    DALLAS,TX75219
        CHARITABLE DISTRIBUTION 5,000
    TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN - TARTAN GOLF CLASSIC
    2222 WELBORN STREET
    DALLAS,TX75219
        CHARITABLE DISTRIBUTION 1,000
    TREASURE STREET
    2222 WELBORN STREET
    DALLAS,TX75219
        CHARITABLE DISTRIBUTION 1,000
    TRINITY CHRISTIAN ACADEMY FOUNDATION
    17480 DALLAS PARKWAY SUITE 115
    DALLAS,TX75287
        SCHOLARSHIP FOR A WEST DALLAS COMMUNITY SCHOOL STUDENT BASED ON FINANCIAL NEED 3,000
    UNIVERSITY OF TEXAS AT AUSTIN - LONGHORN FOUNDATION
    2100 SAN JACINTO BLVD
    AUSTIN,TX78712
        CHARITABLE DISTRIBUTION 5,500
    UNIVERSITY OF TEXAS AT AUSTIN - THOMAS JEFFERSON CENTER FOR THE STUDY OF CO
    116 INNER CAMPUS DRIVE STOP G6000
    AUSTIN,TX78712
        FRESHMAN INITIATIVE OF THE JEFFERSON CENTER 10,000
    UNIVERSITY OF THE SOUTH - SEWANEE
    735 UNIVERSITY AVENUE
    SEWANEE,TN37383
        STRONGER TRUER SEWANEE CAMPAIGN, TO BE USED FOR SCHOLARSHIPS 5,000
    UT SOUTHWESTERN MEDICAL CENTER
    5323 HARRY HINES BLVD
    DALLAS,TX75390
        SCHOLARSHIPS FROM THE ALUMNI ANNUAL FUND 1,000
    UT SOUTHWESTERN MEDICAL SCHOOL
    5323 HARRY HINES BLVD
    DALLAS,TX75390
        CHARITABLE CONTRIBUTION IN MEMORY OF DR. JACK COOPER 100
    VAIL VALLEY SALVATION ARMY
    322 E BEAVER CREEK BLVD
    EDWARDS,CO81620
        CHARITABLE DISTRIBUTION 2,500
    WELL COMMUNITY THE
    125 SUNSET AVENUE
    DALLAS,TX75208
        OUR DAILY BREAD PROGRAM 1,000
    WEST DALLAS COMMUNITY SCHOOL
    2300 CANADA DRIVE
    DALLAS,TX75212
        CHARITABLE DISTRIBUTION 3,000
    WOMEN'S AUXILIARY TO CHILDREN'S MEDICAL CENTER - SIX FLAGS
    2777 N STEMMONS FREEWAY SUITE 1700
    DALLAS,TX75207
        CHARITABLE DISTRIBUTION 500
    WYCLIFFE ASSOCIATES
    11450 TRANSLATION WAY
    ORLANDO,FL32862
        CHARITABLE DISTRIBUTION 100
    WYCLIFFE BIBLE TRANSLATORS
    11221 JOHN WYCLIFFE BLVD
    ORLANDO,FL32832
        CHARITABLE DISTRIBUTION 200
    Total .................................bullet 3a 264,388
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 10  
    4 Dividends and interest from securities....     14 68,119  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     15 35,993  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 52,048  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aENTERPRISE PRODUCTS PARTNERS LP
    211110 -3,952 01 -94  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -3,952 156,076 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    152,124
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE BILL & KATIE WEAVER CHARITABLE TRUST
    EIN:
    75-2001841
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL AND ACCOUNTING 16,355 8,177 0 8,178

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE BILL & KATIE WEAVER CHARITABLE TRUST
    EIN:
    75-2001841
    Name of Stock End of Year Book Value End of Year Fair Market Value
    APPLIED MATLS INC COMMON 14,201 119,853
    SOUTHWEST AIRLS CO COMMON 57,573 239,206
    ENTERPRISE PRODS PARTNERS L COMMON 19,938 57,772
    EOG RES INC COMMON 48,261 35,450
    ALPHABET INC CAP STK CL A 182,699 456,432
    VANGUARD INDEX FDS SMALL CP ETF 241,389 310,352
    INTUITIVE SURGICAL INC COMMON NEW 475,156 830,060
    AMAZON COMMON INC COMMON 368,730 540,240
    MERCK & CO.. INC COMMON 41,968 58,847
    VANGUARD INDEX FDS TOTAL STK MKT 1,371,066 1,577,797
    SAN JUAN BASIN RTY TR UNIT BEN INT 65,688 47,573

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    THE BILL & KATIE WEAVER CHARITABLE TRUST
    EIN:
    75-2001841
    US Government Securities - End of Year Book Value:

    781,707
    US Government Securities - End of Year Fair Market Value:

    797,928
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE BILL & KATIE WEAVER CHARITABLE TRUST
    EIN:
    75-2001841
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FOUNDATION MINERAL PARTERS II, L.P. AT COST 409,127 1,010,123
    FOUNDATION MINERAL PARTERS III, L.P. AT COST 464,258 163,965
    FOUNDATION MINERAL PARTERS, L.P. AT COST 13,203 41,762
    GOLD COINS - 1 OUNCE AMERICAN GOLD EAGLES AT COST 172,098 147,214

    TY 2018 OtherAssetsSchedule
    Name:
    THE BILL & KATIE WEAVER CHARITABLE TRUST
    EIN:
    75-2001841
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEFERED LOSS 4,047 4,328 4,328


    TY 2018 OtherDecreasesSchedule
    Name:
    THE BILL & KATIE WEAVER CHARITABLE TRUST
    EIN:
    75-2001841
    Description Amount
    NONDEDUCTIBLE PASSTHROUGH ITEMS 1,440
    EXCESS OF FAIR MARKET VALUE OF STOCK CONTRIBUTED OVER TAX BASIS 356,384


    TY 2018 OtherExpensesSchedule
    Name:
    THE BILL & KATIE WEAVER CHARITABLE TRUST
    EIN:
    75-2001841
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INLAND INVESTMENTS MANAGEMENT FEES 123,038 116,886 0 6,152
    BOA CUSTODY FEES 5,280 5,280 0 0
    ROYALTY EXPENSES-FOUNDATION MINERAL PARTNERS, L.P. 2,767 2,767 0 0
    ROYALTY EXPENSES-FOUNDATION MINERAL PARTNERS II, L.P. 1,363 1,363 0 0
    ROYALTY EXPENSES-FOUNDATION MINERAL PARTNERS III, L.P. 6,158 6,158 0 0
    ROYALTY EXPENSES-SAN JUAN BASIN ROYALTY TRUST 204 204 0 0


    TY 2018 OtherIncomeSchedule2
    Name:
    THE BILL & KATIE WEAVER CHARITABLE TRUST
    EIN:
    75-2001841
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FOUNDATION MINERAL PARTNERS, L.P. 8,205 8,205 8,205
    FOUNDATION MINERAL PARTNERS II, L.P. 13,329 13,329 13,329
    FOUNDATION MINERAL PARTNERS III, L.P. 14,366 14,366 14,366
    SAN JUAN BASIN ROYALTY TRUST 93 93 93
    ENTERPRISE PRODUCTS PARTNERS LP -4,046 -94 -4,046


    TY 2018 OtherIncreasesSchedule
    Name:
    THE BILL & KATIE WEAVER CHARITABLE TRUST
    EIN:
    75-2001841
    Description Amount
    CORRECT PRIOR YEARS BALANCE OF PREPAIDS 4,162


    TY 2018 TaxesSchedule
    Name:
    THE BILL & KATIE WEAVER CHARITABLE TRUST
    EIN:
    75-2001841
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 14,174 0 0 0
    SEVERANCE TAX-FOUNDATION MINERAL PARTNERS, L.P. 370 370 0 0
    SEVERANCE TAX-FOUNDATION MINERAL PARTNERS II, L.P. 253 253 0 0
    SEVERANCE TAX-FOUNDATION MINERAL PARTNERS III, L.P. 25 25 0 0
    SEVERANCE TAX-SAN JUAN BASIN ROYALTY TRUST 8 8 0 0