-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
12-01-2019
, and ending
11-30-2020
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
,
TX
752012299
A Employer identification number
75-2001841
B
Telephone number (see instructions)
(214) 999-9494
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
8,268,709
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
455,130
2
Check
.............
3
Interest on savings and temporary cash investments
9
9
4
Dividends and interest from securities
...
61,294
61,294
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
574,417
b
Gross sales price for all assets on line 6a
2,225,960
7
Capital gain net income (from Part IV, line 2)
...
574,417
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)
.......
53,423
57,713
12
Total.
Add lines 1 through 11
........
1,144,273
693,433
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
2,800
1,400
1,400
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
2,112
2,112
0
19
Depreciation (attach schedule) and depletion
...
89,409
89,409
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
151,670
145,240
6,430
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
245,991
238,161
7,830
25
Contributions, gifts, grants paid
.......
328,647
328,647
26
Total expenses and disbursements.
Add lines 24 and 25
574,638
238,161
336,477
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
569,635
b
Net investment income
(if negative, enter -0-)
455,272
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
196,672
1,962,316
1,962,316
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
13,800
3,000
3,000
10a
Investments—U.S. and state government obligations (attach schedule)
781,707
0
0
b
Investments—corporate stock (attach schedule)
.......
2,886,669
2,186,560
4,256,197
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,058,686
1,022,569
2,044,253
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
4,328
2,943
2,943
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
4,941,862
5,177,388
8,268,709
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
7,017,969
7,017,969
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
-2,076,107
-1,840,581
29
Total net assets or fund balances
(see instructions)
.....
4,941,862
5,177,388
30
Total liabilities and net assets/fund balances
(see instructions)
.
4,941,862
5,177,388
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
4,941,862
2
Enter amount from Part I, line 27a
.....................
2
569,635
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
5,511,497
5
Decreases not included in line 2 (itemize)
5
334,109
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
5,177,388
Form
990-PF
(2019)
Form 990-PF (2019)
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 BILLS DTD01/31/19 01/30/20
P
2019-02-27
2020-01-30
b
ALPHABET INC CAP STK CL A
P
2011-08-23
2020-09-11
c
AMAZON COMMON INC COMMON
P
2017-02-03
2020-09-11
d
AMAZON COMMON INC COMMON
P
2017-02-03
2020-09-11
e
APPLIED MATLS INC COMMON
P
1998-06-19
2020-09-11
EOG RES INC COMMON
P
2017-10-09
2020-09-11
INTUITIVE SURGICAL INC COMMON NEW
P
2017-01-05
2020-09-11
INTUITIVE SURGICAL INC COMMON NEW
P
2017-01-05
2020-09-11
INTUITIVE SURGICAL INC COMMON NEW
P
2017-01-05
2020-09-11
MERCK & CO.. INC COMMON
P
2018-06-11
2020-09-11
MERCK & CO.. INC COMMON
P
2018-06-11
2020-11-24
SOUTHWEST AIRLS CO COMMON
P
2013-06-12
2020-05-04
SOUTHWEST AIRLS CO COMMON
P
2013-06-12
2020-05-04
SOUTHWEST AIRLS CO COMMON
P
2013-06-12
2020-05-04
SOUTHWEST AIRLS CO COMMON
P
2013-06-12
2020-05-04
SOUTHWEST AIRLS CO COMMON
P
2013-06-12
2020-05-04
VANGUARD INDEX FDS SMALL CP ETF
P
2018-10-31
2020-06-22
VANGUARD INDEX FDS SMALL CP ETF
P
2018-08-21
2020-06-22
VANGUARD INDEX FDS SMALL CP ETF
P
2018-10-31
2020-09-11
VANGUARD INDEX FDS SMALL CP ETF
P
2016-07-06
2020-09-11
VANGUARD INDEX FDS TOTAL STK MKT
P
2019-06-14
2020-06-22
VANGUARD INDEX FDS TOTAL STK MKT
P
2019-01-08
2020-09-11
FOUNDATION MINERAL PARTNERS II
P
FOUNDATION MINERAL PARTNERS II
P
CLASS ACTION SETTLEMENTS
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
800,000
800,000
0
b
152,292
25,095
127,197
c
157,944
40,599
117,345
d
22,112
5,684
16,428
e
28,662
3,520
25,142
6,271
15,637
-9,366
71,043
21,000
50,043
24,865
7,350
17,515
35,522
10,500
25,022
21,297
15,731
5,566
34,034
26,238
7,796
30,213
15,205
15,008
13,776
6,936
6,840
16,421
8,268
8,153
23,817
11,958
11,859
30,219
15,205
15,014
59,240
59,432
-192
3,519
3,913
-394
42,240
40,602
1,638
183,650
137,441
46,209
169,776
158,670
11,106
290,056
222,559
67,497
92
92
8,867
8,867
32
32
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
127,197
c
117,345
d
16,428
e
25,142
-9,366
50,043
17,515
25,022
5,566
7,796
15,008
6,840
8,153
11,859
15,014
-192
-394
1,638
46,209
11,106
67,497
92
8,867
32
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
574,417
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
...................
3
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?
Yes
No
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))
2018
278,718
6,452,053
0.043198
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
2
Total
of line 1, column (d)
.....................
2
0.240353
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
0.048071
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
7,143,657
5
Multiply line 4 by line 3
......................
5
343,403
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
4,553
7
Add lines 5 and 6
........................
7
347,956
8
Enter qualifying distributions from Part XII, line 4
,.............
8
336,477
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
9,105
here
and 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
9,105
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
9,105
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
0
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
15,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
15,000
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
219
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
5,676
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
5,676
Refunded
11
0
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
TX
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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 address
N/A
14
The books are in care of
DAVID STARK
Telephone no.
(214) 999-9494
Located at
1845 WOODALL RODGERS FWY 1275
DALLAS
TX
ZIP+4
752012299
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
,
TX
752012299
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
128,607
1845 WOODALL RODGERS FREEWAY SUITE
1275
DALLAS
,
TX
752012299
Total
number of others receiving over $50,000 for professional services
.............
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
4,324,538
b
Average of monthly cash balances
.......................
1b
1,107,608
c
Fair market value of all other assets (see instructions)
................
1c
1,820,298
d
Total
(add lines 1a, b, and c)
.........................
1d
7,252,444
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
7,252,444
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
108,787
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
7,143,657
6
Minimum investment return.
Enter 5% of line 5
..................
6
357,183
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
357,183
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
9,105
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
9,105
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
348,078
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
348,078
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
348,078
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
336,477
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
336,477
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
336,477
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
348,078
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
305,734
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
336,477
a
Applied to 2018, but not more than line 2a
305,734
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 2019 distributable amount
.....
30,743
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter 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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
317,335
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The 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
,
TX
752012299
(214) 999-9498
b
The 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.
c
Any submission deadlines:
NONE
d
Any 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
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
2ND SATURDAY
2428 PINE STREET
DALLAS
,
TX
75215
WORKFORCE DEVELOPMENT PROGRAM
2,000
ADMIRAL NIMITZ FOUNDATION
311 E AUSTIN STREET
FREDERICKSBURG
,
TX
78624
CHARITABLE DISTRIBUTION
100
AMERICAN FAMILY ASSOCIATION
PO DRAWER 2440
TUPELO
,
MS
38803
CHARITABLE DISTRIBUTION
1,500
AUSTIN STREET CENTER
2929 HICKORY STREET
DALLAS
,
TX
75226
EDUCATION AND EMPLOYMENT PROGRAM
2,000
BISHOP'S ANNUAL APPEAL FOR CATHOLIC MINISTRIES
3725 BLACKBURN STREET
DALLAS
,
TX
75219
CHARITABLE DISTRIBUTION
1,000
BLOOD & TISSUE CENTER FOUNDATION
6211 I-10
SAN ANTONIO
,
TX
78201
CHARITABLE DISTRIBUTION
100
BRAVO VAIL
2271 N FRONTAGE ROAD W C
VAIL
,
CO
81657
CHARITABLE DISTRIBUTION
5,700
CFACT
1717 PENNSYLVANIA AVENUE SUITE 1025
ABINGDON
,
MD
20006
CHARITABLE DISTRIBUTION
1,000
CHILDREN'S CHORUS OF GREATER DALLAS
325 N ST PAUL STREET SUITE 2020
DALLAS
,
TX
75201
2018-2019 NEIGHBORHOOD CHORUS AND SUMMER SINGING
5,000
CHILDREN'S MEDICAL CENTER FOUNDATION
2777 N STEMMONS FREEWAY SUITE 1700
DALLAS
,
TX
75207
EMERGENCY ROOM EXPANSION AND RENOVATION PROJECT
20,000
CHURCH OF THE INCARNATION
3966 MCKINNEY AVENUE
DALLAS
,
TX
75204
CHARITABLE DISTRIBUTION
500
COMMUNITY PARTNERS OF DALLAS
7950 ELMBROOK DRIVE
DALLAS
,
TX
75247
GENERAL OPERATING SUPPORT
2,000
CRADLE OF HOPE
1657 THE FAIRWAY SUITE 140
JENKINTOWN
,
PA
19046
TRANSITIONAL HOUSING PROGRAM
2,000
CROSSROADS COMMUNITY SERVICES
4500 COCKRELL HILL ROAD
DALLAS
,
TX
75236
CROSSROADS COMMUNITY SERVICES
100
CRYSTAL CHARITY BALL
3838 OAK LAWN AVENUE SUITE 150
DALLAS
,
TX
75219
UNDERWRITING FOR CRYSTAL CHARITY BALL 2019
5,000
D M STEAMS MISSIONARY FUND
PO BOX 1578
NORTH WALES
,
PA
19454
CHARITABLE DISTRIBUTION
500
DALLAS CHAMBER SYMPHONY
2520 FLORA STREET
DALLAS
,
TX
75201
CHARITABLE DISTRIBUTION
500
DALLAS FOUNDATION - BROOK HOLLOW GOLF CLUB EMPLOYEE SCHOLARSHIP FUND
3963 MAPLE AVENUE SUITE 390
DALLAS
,
TX
75219
BROOK HOLLOW GOLF CLUB EMPLOYEE SCHOLARSHIP FUND
2,500
DALLAS HISTORICAL SOCIETY
3939 E GRAND AVENUE
DALLAS
,
TX
75210
CHARITABLE DISTRIBUTION
100
DALLAS HOLOCAUST MUSEUM
300 N HOUSTON STREET
DALLAS
,
TX
75202
CHARITABLE DISTRIBUTION
500
DALLAS POLICE HELICOPTER FOUNDATION
1845 WOODALL RODGERS FREEWAY SUITE
1275
DALLAS
,
TX
75201
CHARITABLE DISTRIBUTION
2,500
DALLAS SYMPHONY ORCHESTRA
2301 FLORA STREET
DALLAS
,
TX
75201
CHARITABLE DISTRIBUTION
3,500
EDUCATIONAL OPPORTUNITIES
3419 WESTMINSTER AVENUE SUITE 218
DALLAS
,
TX
75205
CHARITABLE DISTRIBUTION
7,500
FIRST LIBERTY INSTITUTE
PO BOX 9078
PUEBLO
,
CO
81008
CHARITABLE DISTRIBUTION
5,000
FRIENDS OF MOUNTAIN RESCUE
PO BOX 1094
EDWARDS
,
CO
81632
CHARITABLE DISTRIBUTION
200
FRIENDS OF WRR
1516 1ST AVENUE
DALLAS
,
TX
75210
CHARITABLE DISTRIBUTION
250
GARY SINISE FOUNDATION
PO BOX 368
WOODLAND HILLS
,
CA
91365
CHARITABLE DISTRIBUTION
100
GENESIS WOMEN'S SHELTER
4411 LEMMON AVENUE 201
DALLAS
,
TX
75219
CHARITABLE DISTRIBUTION
20,000
GEORGE W BUSH PRESIDENTIAL CENTER
2943 SMU BLVD
DALLAS
,
TX
75205
PRESIDENT'S COUNCIL
12,500
GIDEONS INTERNATIONAL
PO BOX 97251
WASHINGTON
,
DC
20090
CHARITABLE DISTRIBUTION
1,000
HEALTH OUTREACH TO THE MIDDLE EAST
3403 CARTWRIGHT ROAD
MISSOURI CITY
,
TX
77459
CHARITABLE DISTRIBUTION
500
HIGHLAND PARK PRESBYTERIAN CHURCH
3821 UNIVERSITY BLVD
DALLAS
,
TX
75205
CHARITABLE CONTRIBUTION IN MEMORY OF JANET BELL BONNET
250
IMMUNIZATION ACTION COALITION
2550 UNIVERITY AVENUE WEST SUITE
415
SAINT PAUL
,
MN
55114
CHARITABLE DISTRIBUTION
100
INDOPARTNERS AGENCY
550 W BASELINE ROAD
MESA
,
AZ
85210
CHARITABLE DISTRIBUTION
2,000
JESUS ONLINE MINISTRIES
PO BOX 1643
HIGLEY
,
AZ
85236
CHARITABLE DISTRIBUTION
1,000
JUST FACTS
641 SHUNPIKE ROAD SUITE 286
CHATHAM
,
NJ
07928
CHARITABLE DISTRIBUTION
200
KERA
3000 HARRY HINES BLVD
DALLAS
,
TX
75201
CHARITABLE DISTRIBUTION
500
LOS BARRIOS UNIDOS COMMUNITY CLINIC
809 SINGLETON BLVD
DALLAS
,
TX
75212
CHARITABLE DISTRIBUTION
250
MD ANDERSON CANCER CENTER
1515 HOLCOMBE BLVD
HOUSTON
,
TX
77030
RESEARCH OF THE ICON PROTOCOL - GENOMIC MARKER-GUIDED THERAPY INITIATIVE (GEMINI)
75,000
MEDICAL LETTER THE
145 HUGUENOT STREET 312
NEW ROCHELLE
,
NY
10801
CHARITABLE DISTRIBUTION
350
MOMENTOUS INSTITUTE
106 E 10TH STREET
DALLAS
,
TX
75203
CHARITABLE CONTRIBUTION IN MEMORY OF DARRELL JORDAN
100
MOUNT OF THE HOLY CROSS LUTHERAN CHURCH
19 VAIL ROAD
VAIL
,
CO
81657
CHARITABLE DISTRIBUTION
2,500
NATIONAL LEGAL AND POLICY CENTER
107 PARK WASHINGTON COURT
FALLS CHURCH
,
VA
22046
CHARITABLE DISTRIBUTION
100
NATIONAL WWII MUSEUM
1750 INDEPENDENCE AVENUE SW
WASHINGTON
,
DC
20024
CHARITABLE DISTRIBUTION
100
NEXUS RECOVERY CENTER
8733 LA PRADA DRIVE
DALLAS
,
TX
75228
CHARITABLE DISTRIBUTION
100
NORTH TEXAS FOOD BANK
3677 MAPLESHADE LANE
PLANO
,
TX
75075
FEEDING CHILDREN PROGRAM
15,000
NORTHERN TEXAS PGA JUNIOR GOLF FOUNDATION
17950 PRESTON ROAD SUITE 340
DALLAS
,
TX
75252
CHARITABLE DISTRIBUTION
150
NOTRE DAME SCHOOL
2018 ALLEN STREET
DALLAS
,
TX
75204
FRIEND OF NOTRE DAME UNDERWRITING LEVEL FOR AN AFFAIR OF THE HEART
500
PARENTS TELEVISION COUNCIL
PO BOX 4210
LOS ANGELES
,
CA
91503
CHARITABLE DISTRIBUTION
30,000
PARKLAND FOUNDATION
1341 W MOCKINGBIRD LANE SUITE 1100E
DALLAS
,
TX
75247
CHARITABLE DISTRIBUTION
1,000
PATIENTS RIGHTS COUNCIL
PO BOX 760
STEUBENVILLE
,
OH
43952
CHARITABLE DISTRIBUTION
100
PEROT MUSEUM OF NATURE AND SCIENCE
2201 N FIELD STREET
DALLAS
,
TX
75201
CHARITABLE DISTRIBUTION
1,000
PHI GAMMA DELTA EDUCATIONAL FOUNDATION
PO BOX 4599
LEXINGTON
,
KY
40544
CHARITABLE DISTRIBUTION
100
PHYSICIANS BENEVOLENT FUND
401 W 15TH STREET
AUSTIN
,
TX
78701
CHARITABLE DISTRIBUTION
200
PISACANO SCHOLARS LEADERSHIP PROGRAM
1648 MCGRATHIANA PARKWAY SUITE 550
LEXINGTON
,
KY
40511
CHARITABLE DISTRIBUTION
300
PLAN INTERNATIONAL USA
155 PLAN WAY
WARWICK
,
RI
02886
CHARITABLE DISTRIBUTION
775
PRINCE OF PEACE CHRISTIAN SCHOOL
4004 MIDWAY ROAD
CARROLLTON
,
TX
75007
ANNUAL FUND TO BE USED FOR THE STEM LAB
10,500
RONALD MCDONALD HOUSE OF DALLAS
4707 BENGAL STREET
DALLAS
,
TX
75325
CHARITABLE DISTRIBUTION
500
RUTH INSTITUTE
119 JAMESTOWN STREET SUITE 2A
LAKE CHARLES
,
LA
70605
CHARITABLE DISTRIBUTION
250
SAINT MATTHIAS CHURCH
3460 FOREST LANE
DALLAS
,
TX
75203
CHARITABLE DISTRIBUTION
6,500
SALESMANSHIP CLUB CHARITABLE GOLF OF DALLAS
106 E 10TH STREET SUITE 200
DALLAS
,
TX
75203
AT&T BYRON NELSON NON-TICKET CONTRIBUTION
200
SALVATION ARMY DFW METROPLEX COMMAND
8787 N STEMMONS FREEWAY
DALLAS
,
TX
75247
CHARITABLE DISTRIBUTION
13,500
SAN JACINTO MUSEUM OF HISTORY
ONE MONUMENT CIRCLE
LA PORTE
,
TX
77571
CHARITABLE DISTRIBUTION
100
SAT-7
PO BOX 2770
EASTON
,
MD
21601
SAT-7 PARS' SEMINARY ON THE AIR PROGRAM
2,500
SENIOR SOURCE THE
3910 HARRY HINES BLVD
DALLAS
,
TX
75219
CHARITABLE DISTRIBUTION
500
SHELTER MINISTRIES OF DALLAS
2929 HICKORY STREET
DALLAS
,
TX
75226
CHARITABLE DISTRIBUTION
2,000
SOUTHWESTERN MEDICAL FOUNDATION
3889 MAPLE AVENUE SUITE 100
DALLAS
,
TX
75219
CHARITABLE CONTRIBUTION IN MEMORY OF JEFF HELLER
1,000
SPCA OF TEXAS
2400 LONE STAR DRIVE
DALLAS
,
TX
75212
CHARITABLE DISTRIBUTION
600
ST CLARE OF ASSISI CATHOLIC SCHOOL
3131 EL DORADO BLVD
HOUSTON
,
TX
77059
CHARITABLE DISTRIBUTION
500
STEPHEN SILLER TUNNEL TO TOWERS
2361 HYLAN BLVD
STATEN ISLAND
,
NY
10306
CHARITABLE DISTRIBUTION
132
STUDENTS FOR LIBERTY
2221 S CLARK STREET 12TH FLOOR
ARLINGTON
,
VA
22202
CHARITABLE DISTRIBUTION
450
STUDENTS FOR LIBERTY
2221 S CLARK STREET 12TH FLOOR
ARLINGTON
,
VA
22202
CHARITABLE DISTRIBUTION
250
TEXAS HEART INSTITUTE
1101 BATES AVENUE
HOUSTON
,
TX
77030
CHARITABLE DISTRIBUTION
500
TEXAS INTERSCHOLASTIC LEAGUE FOUNDATION
PO BOX 151027
AUSTIN
,
TX
78715
CHARITABLE DISTRIBUTION
1,000
TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN
2222 WELBORN STREET
DALLAS
,
TX
75219
CHARITABLE DISTRIBUTION IN MEMORY OF JAN CLAYTON
5,500
TEXAS STATE HISTORICAL ASSOCIATION
3001 LAKE AUSTIN BLVD
AUSTIN
,
TX
78703
CHARITABLE DISTRIBUTION
2,000
TREASURE STREET
2222 WELBORN STREET
DALLAS
,
TX
75219
CHARITABLE DISTRIBUTION
1,000
TRINITY CHRISTIAN ACADEMY FOUNDATION
17480 DALLAS PARKWAY SUITE 115
DALLAS
,
TX
75287
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
,
TX
78712
CHARITABLE DISTRIBUTION
5,740
UNIVERSITY OF TEXAS AT AUSTIN - THOMAS JEFFERSON CENTER FOR THE STUDY OF CO
116 INNER CAMPUS DRIVE STOP G6000
AUSTIN
,
TX
78712
FRESHMAN INITIATIVE OF THE JEFFERSON CENTER
10,000
UNIVERSITY OF THE SOUTH - SEWANEE
735 UNIVERSITY AVENUE
SEWANEE
,
TN
37383
STRONGER TRUER SEWANEE CAMPAIGN, TO BE USED FOR SCHOLARSHIPS
250
UT SOUTHWESTERN MEDICAL SCHOOL
5323 HARRY HINES BLVD
DALLAS
,
TX
75390
CHARITABLE CONTRIBUTION IN MEMORY OF DR. JACK COOPER
1,000
UPPER ROOM THE
1908 GRAND AVENUE
NASHVILLE
,
TN
37212
CHARITABLE DISTRIBUTION
1,000
VAIL VALLEY FOUNDATION
90 BENCHMARK ROAD SUITE 300
AVON
,
CO
81620
CHARITABLE DISTRIBUTION
500
VAIL VALLEY SALVATION ARMY
322 E BEAVER CREEK BLVD
EDWARDS
,
CO
81620
CHARITABLE DISTRIBUTION
1,000
VISITING NURSE ASSOCIATION OF TEXAS THE
1420 W MOCKINGBIRD LANE SUITE 700
DALLAS
,
TX
75247
CHARITABLE DISTRIBUTION
500
WELL COMMUNITY THE
125 SUNSET AVENUE
DALLAS
,
TX
75208
OUR DAILY BREAD PROGRAM
1,000
WEST DALLAS COMMUNITY SCHOOL
2300 CANADA DRIVE
DALLAS
,
TX
75212
CHARITABLE DISTRIBUTION
3,000
WYCLIFFE ASSOCIATES
11450 TRANSLATION WAY
ORLANDO
,
FL
32862
CHARITABLE DISTRIBUTION
100
WYCLIFFE BIBLE TRANSLATORS
11221 JOHN WYCLIFFE BLVD
ORLANDO
,
FL
32832
CHARITABLE DISTRIBUTION
250
UNIVERSITY OF TEXAS AT AUSTIN - CLEMENTS CENTER FOR NATIONAL SECURITY
2304 WHITIS AVE STOP G9900
AUSTIN
,
TX
78712
CHARITABLE DISTRIBUTION
15,000
Total
.................................
3a
328,647
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
9
4
Dividends and interest from securities
....
14
61,294
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
15
57,752
8
Gain or (loss) from sales of assets other than
inventory
............
18
574,417
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
ENTERPRISE PRODUCTS PARTNERS LP
211110
-4,290
01
-39
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
-4,290
693,433
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
689,143
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description