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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 12-01-2020 , and ending 11-30-2021
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$9,080,243J 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) 63,149
2 Check bullet.............
3 Interest on savings and temporary cash investments 90 90  
4 Dividends and interest from securities... 44,188 44,188  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 310,326
b Gross sales price for all assets on line 6a 968,989
7 Capital gain net income (from Part IV, line 2)... 310,326
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)....... Click to see attachment 67,380 70,217  
12 Total. Add lines 1 through 11........ 485,133 424,821  
Operating and Administrative Expenses 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)....... Click to see attachment 3,442 1,721   1,721
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11,587 2,482   0
19 Depreciation (attach schedule) and depletion... 60,909 60,909  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 178,117 170,269   7,848
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 254,055 235,381   9,569
25 Contributions, gifts, grants paid....... 318,290 318,290
26 Total expenses and disbursements. Add lines 24 and 25 572,345 235,381   327,859
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -87,212
b Net investment income (if negative, enter -0-) 189,440
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 1,962,316 1,972,053 1,972,053
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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.......... 3,000 10,226 10,226
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,186,560 Click to see attachment2,131,125 5,085,388
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).......... 1,022,569 Click to see attachment976,255 2,012,236
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2,943 Click to see attachment340 Click to see attachment340
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,177,388 5,089,999 9,080,243
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 FASB ASC 958, check here bullet
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 bullet
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 -1,840,581 -1,927,970
29 Total net assets or fund balances (see instructions)..... 5,177,388 5,089,999
30 Total liabilities and net assets/fund balances (see instructions). 5,177,388 5,089,999
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
5,177,388
2
Enter amount from Part I, line 27a .....................
2
-87,212
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
49
4
Add lines 1, 2, and 3 ..........................
4
5,090,225
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
226
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,089,999
Form 990-PF (2020)
Form 990-PF (2020)
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 3M CO COMMON P 1981-07-17 2021-05-05
b ALPHABET INC CAP STK CL A P 2016-05-25 2021-03-08
c AMAZON COMMON INC COMMON P 2019-04-22 2021-03-08
d AT&T INC COMMON P 1949-12-22 2021-05-05
e BRISTOL MYERS SQUIBB CO COMMON P 1937-11-24 2021-05-05
COCA COLA CO COMMON P 1981-07-17 2021-05-05
CONOCOPHILLIPS COMMON P 1986-08-25 2021-05-05
INTUITIVE SURGICAL INC COMMON NEW P 2019-04-22 2021-03-08
INTUITIVE SURGICAL INC COMMON NEW P 2019-02-21 2021-03-08
ROYAL DUTCH SHELL PLC SPONS ADR A P 1962-08-23 2021-05-05
SAN JUAN BASIN RTY TR UNIT BEN INT P 2019-07-11 2021-04-20
SAN JUAN BASIN RTY TR UNIT BEN INT P 2019-07-08 2021-04-20
SAN JUAN BASIN RTY TR UNIT BEN INT P 2019-07-11 2021-04-21
SAN JUAN BASIN RTY TR UNIT BEN INT P 2019-07-10 2021-04-21
SAN JUAN BASIN RTY TR UNIT BEN INT P 2019-08-08 2021-04-22
SAN JUAN BASIN RTY TR UNIT BEN INT P 2019-08-07 2021-04-22
SAN JUAN BASIN RTY TR UNIT BEN INT P 2019-07-10 2021-04-22
SAN JUAN BASIN RTY TR UNIT BEN INT P 2019-07-09 2021-04-22
SAN JUAN BASIN RTY TR UNIT BEN INT P 2019-08-09 2021-04-23
SAN JUAN BASIN RTY TR UNIT BEN INT P 2019-08-07 2021-04-23
TEXAS INSTRS INC COMMON P 1981-07-16 2021-05-05
VANGUARD INDEX FDS TOTAL STK MKT P 2019-06-14 2021-03-08
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 19,862   19,854 8
b 104,776   36,872 67,904
c 181,263   113,362 67,901
d 3,191   3,182 9
e 6,406   6,378 28
10,759   10,856 -97
1,293   1,254 39
59,805   42,141 17,664
123,128   96,179 26,949
3,922   3,886 36
2,864   1,740 1,124
37,416   22,733 14,683
1,747   1,061 686
3,495   2,123 1,372
2,806   1,705 1,101
1,590   966 624
2,993   1,818 1,175
20,344   12,360 7,984
15,618   9,489 6,129
3,076   1,869 1,207
17,984   17,739 245
344,589   250,920 93,669
    113 -113
    63 -63
62     62
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       8
b       67,904
c       67,901
d       9
e       28
      -97
      39
      17,664
      26,949
      36
      1,124
      14,683
      686
      1,372
      1,101
      624
      1,175
      7,984
      6,129
      1,207
      245
      93,669
      -113
      -63
      62
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 2 310,326
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  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,633
c All other domestic foundations enter 1.39% 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 2,633
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 2,633
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,226
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 10,226
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 7,593
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,640 RefundedBullet 11 4,953
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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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 156,944
    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 (2020)
    Form 990-PF (2020)
    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
    4,737,743
    b
    Average of monthly cash balances.......................
    1b
    2,113,325
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,929,078
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,780,146
    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
    8,780,146
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    131,702
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,648,444
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    432,422
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    432,422
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,633
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,633
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    429,789
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    429,789
    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
    429,789
    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
    327,859
    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
    327,859
    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
    327,859
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 429,789
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 317,335
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 327,859
    a Applied to 2019, but not more than line 2a 317,335
    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 2020 distributable amount..... 10,524
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		419,265
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    ABILENE EDUCATION FOUNDATION
    241 PINE STREET SUITE 306
    ABILENE,TX76901     		    BE A STAR 2020 ANNUAL FUND CAMPAIGN 100
    ADMIRAL NIMITZ FOUNDATION
    311 E AUSTIN STREET
    FREDERICKSBURG,TX78624     		    CHARITABLE DISTRIBUTION 100
    ALL COMMUNITY OUTREACH
    801 E MAIN ST
    ALLEN,TX75002     		    CHARITABLE DISTRIBUTION 1,500
    ALZHEIMER'S ASSOCIATION
    1212 NEW YORK AVE NW 800
    WASHINGTON,DC20005     		    CHARITABLE DISTRIBUTION 100
    AMERICAN FAMILY ASSOCIATION
    PO DRAWER 2440
    TUPELO,MS38803     		    CHARITABLE DISTRIBUTION 1,000
    BEAVER CREEK RELIGIOUS FOUNDATION
    33 ELK TRACK ROAD
    AVON,CO81620     		    CHARITABLE DISTRIBUTION 1,000
    BISHOP'S ANNUAL APPEAL FOR CATHOLIC MINISTRIES
    3725 BLACKBURN STREET
    DALLAS,TX75219     		    CHARITABLE DISTRIBUTION 1,000
    BRAVO VAIL
    2271 N FRONTAGE ROAD W C
    VAIL,CO81657     		    FRIENDS OF THE DALLAS SYMPHONY ORCHESTRA 8,000
    CAMP JOHN MARC
    4925 GREENVILLE AVE SUITE 400
    DALLAS,TX75206     		    CAMPERSHIPS BASED ON FINANCIAL NEED 7,500
    CENTRAL TEXAS FOOD BANK
    6500 METROPOLIS DR
    AUSTIN,TX78744     		    CHARITABLE DISTRIBUTION 50
    CFACT
    1717 PENNSYLVANIA AVENUE SUITE 1025
    ABINGDON,MD20006     		    CHARITABLE DISTRIBUTION 1,000
    CHILDREN'S CHORUS OF GREATER DALLAS
    325 N ST PAUL STREET SUITE 2020
    DALLAS,TX75201     		    CHORUS PROGRAM 5,000
    CHURCH OF THE INCARNATION
    3966 MCKINNEY AVENUE
    DALLAS,TX75204     		    CHARITABLE DISTRIBUTION 1,000
    COASTAL BEND COMMUNITY FOUNDATION
    555 N CARANCAHUA ST SUITE 900
    CORPUS CHRISTI,TX78401     		    COASTAL BEND DAY OF GIVING 20,000
    COMMUNITY PARTNERS OF DALLAS
    7950 ELMBROOK DRIVE
    DALLAS,TX75247     		    RAINBOW ROOM 2,000
    COMMUNITY STOREHOUSE
    12001 KATY RD
    FORT WORTH,TX76244     		    ONE ON ONE TUTORING AND MENTORING PROGRAM 1,500
    CRADLE OF HOPE
    1657 THE FAIRWAY SUITE 140
    JENKINTOWN,PA19046     		    TRANSITIONAL HOUSING PROGRAM 2,000
    CRYSTAL CHARITY BALL
    3838 OAK LAWN AVENUE SUITE 150
    DALLAS,TX75219     		    UNDERWRITING FOR THE CRYSTAL CHARITY BALL 5,000
    DALLAS CHAMBER SYMPHONY
    2520 FLORA STREET
    DALLAS,TX75201     		    PROJECT SUPPORT FOR DCS TWIST AND TECHNOTES YOUTH EDUCATIONAL PROGRAMS 1,000
    DALLAS FOUNDATION THE
    3000 PEGASUS PARK DR SUITE 930
    DALLAS,TX75247     		    BROOK HOLLOW GOLF CLUB EMPLOYEE SCHOLARSHIP FUND 2,500
    DALLAS HISTORICAL SOCIETY
    3939 E GRAND AVENUE
    DALLAS,TX75210     		    CHARITABLE DISTRIBUTION 200
    DALLAS HOLOCAUST AND HUMAN RIGHTS MUSEUM
    300 N HOUSTON STREET
    DALLAS,TX75202     		    CHARITABLE DISTRIBUTION 1,000
    DALLAS MUSEUM OF ART
    1717 N HARWOOD ST
    DALLAS,TX75201     		    CHARITABLE DISTRIBUTION 1,000
    DALLAS SYMPHONY ORCHESTRA
    2301 FLORA STREET
    DALLAS,TX75201     		    CHARITABLE DISTRIBUTION 6,000
    DCMS FOUNDATION
    140 E 12TH STREET
    DALLAS,TX75203     		    2020 ANNUAL FUND DRIVE 1,000
    DEL MAR COLLEGE FOUNDATION
    101 BALDWIN BLVD
    CORPUS CHRISTI,TX78404     		    SCHOLARSHIPS BASED ON FINANCIAL NEED 3,500
    DME EXCHANGE OF DALLAS
    12015 SHILOH ROAD
    DALLAS,TX75228     		    DALLAS COUNTY RESIDENTS WITH A FINANCIAL NEED 1,500
    EDUCATIONAL OPPORTUNITIES
    3419 WESTMINSTER AVENUE SUITE 218
    DALLAS,TX75205     		    CHARITABLE DISTRIBUTION 14,000
    EXODUS MINISTRIES
    4630 MUNGER AVENUE
    DALLAS,TX75204     		    CHARITABLE DISTRIBUTION 250
    FIRST LIBERTY INSTITUTE
    PO BOX 9078
    PUEBLO,CO81008     		    CHARITABLE DISTRIBUTION 5,000
    FRIENDS OF MOUNTAIN RESCUE
    PO BOX 1094
    EDWARDS,CO81632     		    CHARITABLE DISTRIBUTION 200
    FRIENDS OF WRR
    1516 1ST AVENUE
    DALLAS,TX75210     		    CHARITABLE DISTRIBUTION 250
    GENESIS WOMEN'S SHELTER
    4411 LEMMON AVENUE SUITE 201
    DALLAS,TX75219     		    CAPITAL CAMPAIGN TO BUILD A NEW FACILITY 22,000
    GEORGE W BUSH PRESIDENTIAL CENTER
    2943 SMU BLVD
    DALLAS,TX75205     		    PRESIDENT'S COUNCIL 12,500
    GIDEONS INTERNATIONAL
    PO BOX 97251
    WASHINGTON,DC20090     		    CHARITABLE DISTRIBUTION 1,000
    GRACE LAKE MINISTRIES
    9611 FM 1827
    ANNA,TX75409     		    THERAPEUTIC RIDING AND GROUNDWORK CONNECTION PROGRAMS 1,000
    HEALTH OUTREACH TO THE MIDDLE EAST
    3403 CARTWRIGHT ROAD
    MISSOURI CITY,TX77459     		    LEBANON CRISIS 1,000
    HOPE COTTAGE
    609 TEXAS ST
    DALLAS,TX75204     		    ALLEY'S HOUSE 5,000
    IMMUNIZATION ACTION COALITION
    2550 UNIVERITY AVENUE WEST SUITE
    415
    SAINT PAUL,MN55114     		    CHARITABLE DISTRIBUTION 100
    INDOPARTNERS AGENCY
    550 W BASELINE ROAD
    MESA,AZ85210     		    CHARITABLE DISTRIBUTION 1,000
    INSTITUTE FOR JUSTICE
    901 N GLEBE ROAD SUITE 900
    ARLINGTON,VA22203     		    CHARITABLE DISTRIBUTION 1,000
    JESUS ONLINE MINISTRIES
    PO BOX 1643
    HIGLEY,AZ85236     		    CHARITABLE DISTRIBUTION 500
    JUBILEE PARK & COMMUNITY CENTER
    907 BANK STREET
    DALLAS,TX75223     		    JUBILEE CLINIC CAPITAL CAMPAIGN 12,500
    JUST FACTS
    641 SHUNPIKE ROAD SUITE 286
    CHATHAM,NJ07928     		    CHARITABLE DISTRIBUTION 400
    KERA
    3000 HARRY HINES BLVD
    DALLAS,TX75201     		    CHARITABLE DISTRIBUTION 500
    LIVING CHURCH THE
    84 CONGERS
    NEW YORK,NY10920     		    CHARITABLE DISTRIBUTION 100
    LOS BARRIOS UNIDOS COMMUNITY CLINIC
    809 SINGLETON BLVD
    DALLAS,TX75212     		    CHARITABLE DISTRIBUTION 500
    MEDICAL LETTER THE
    145 HUGUENOT STREET SUITE 312
    NEW ROCHELLE,NY10801     		    CHARITABLE DISTRIBUTION 100
    MEN OF NEHEMIAH
    2010 AL LIPSCOMB WAY
    DALLAS,TX75215     		    DISCIPLESHIP AND RECOVERY MINISTRY 2,500
    MERCY STREET
    3801 HOLYSTONE ST
    DALLAS,TX75212     		    CHARITABLE DISTRIBUTION 2,250
    METRO RELIEF
    5201 S COLONY BLVD
    THE COLONY,TX75056     		    OUTREACH SERVICES 1,000
    MOUNT OF THE HOLY CROSS LUTHERAN CHURCH
    19 VAIL ROAD
    VAIL,CO81657     		    CHARITABLE DISTRIBUTION 1,500
    NATIONAL WWII MUSEUM
    1750 INDEPENDENCE AVENUE SW
    WASHINGTON,DC20024     		    CHARITABLE DISTRIBUTION 200
    NORTH TEXAS FOOD BANK
    3677 MAPLESHADE LANE
    PLANO,TX75075     		    CHARITABLE DISTRIBUTION 5,000
    NOTRE DAME SCHOOL
    2018 ALLEN STREET
    DALLAS,TX75204     		    CHARITABLE DISTRIBUTION 100
    PARENTS TELEVISION AND MEDIA COUNCIL
    PO BOX 4210
    LOS ANGELES,CA91503     		    TV CONTENT RATINGS REFORM CAMPAIGN 30,000
    PATIENTS RIGHTS COUNCIL
    PO BOX 760
    STEUBENVILLE,OH43952     		    CHARITABLE DISTRIBUTION 100
    PEDIPLACE
    502 S OLD ORCHARD LN SUITE 126
    LEWISVILLE,TX75067     		    PEDIATRIC PRIMARY CARE HEALTH SERVICES FOR UNINSURED CHILDREN 3,000
    PEROT MUSEUM OF NATURE AND SCIENCE
    2201 N FIELD STREET
    DALLAS,TX75201     		    CHARITABLE DISTRIBUTION 4,500
    PHI GAMMA DELTA EDUCATIONAL FOUNDATION
    PO BOX 4599
    LEXINGTON,KY40544     		    CHARITABLE DISTRIBUTION 100
    PISACANO LEADERSHIP FOUNDATION
    1648 MCGRATHIANA PARKWAY SUITE 550
    LEXINGTON,KY40511     		    PISACANO SCHOLARS LEADERSHIP PROGRAM 300
    PLAN INTERNATIONAL USA
    155 PLAN WAY
    WARWICK,RI02886     		    CHARITABLE DISTRIBUTION 1,040
    PRINCE OF PEACE CHRISTIAN SCHOOL
    4004 MIDWAY ROAD
    CARROLLTON,TX75007     		    ANNUAL EAGLE FUND 20,000
    SAINT MATTHIAS CHURCH
    3460 FOREST LANE
    DALLAS,TX75203     		    CHARITABLE DISTRIBUTION 9,650
    SALESMANSHIP CLUB CHARITABLE GOLF OF DALLAS
    106 E 10TH STREET SUITE 200
    DALLAS,TX75203     		    2021 BYRON NELSON 200
    SALVATION ARMY OF NORTH TEXAS THE
    5302 HARRY HINES BLVD
    DALLAS,TX75235     		    CHRISTMAS DONATION 2,000
    SALVATION ARMY WORLD SERVICE OFFICE
    615 SLATERS LANE
    ALEXANDRIA,VA22314     		    HAITI EARTHQUAKE RELIEF 10,000
    SAN JACINTO MUSEUM OF HISTORY
    ONE MONUMENT CIRCLE
    LA PORTE,TX77571     		    CHARITABLE DISTRIBUTION 200
    SHELTER MINISTRIES OF DALLAS
    2929 HICKORY STREET
    DALLAS,TX75226     		    CHARITABLE DISTRIBUTION 1,000
    SOUTHWEST TRANSPLANT ALLIANCE FOUNDATION
    8190 MANDERVILLE LN
    DALLAS,TX75231     		    ORGAN RECOVERY CENTER CAPITAL CAMPAIGN 25,000
    SOUTHWESTERN DIABETIC FOUNDATION
    PO BOX 918
    GAINESVILLE,TX76241     		    CAMP SWEENEY EVENT 1,000
    SOUTHWESTERN MEDICAL FOUNDATION
    3889 MAPLE AVENUE SUITE 100
    DALLAS,TX75219     		    CHARITABLE DISTRIBUTION 1,000
    SPCA OF TEXAS
    2400 LONE STAR DRIVE
    DALLAS,TX75212     		    CHARITABLE DISTRIBUTION 1,000
    ST CLARE OF ASSISI PARISH
    3131 EL DORADO BLVD
    HOUSTON,TX77059     		    CHARITABLE DISTRIBUTION 500
    STUDENTS FOR LIBERTY
    2221 S CLARK STREET 12TH FLOOR
    ARLINGTON,VA22202     		    CHARITABLE DISTRIBUTION 100
    TEXAS BAPTIST MEN
    5351 CATRON DR
    DALLAS,TX75227     		    CHARITABLE DISTRIBUTION 500
    TEXAS STATE HISTORICAL ASSOCIATION
    3001 LAKE AUSTIN BLVD
    AUSTIN,TX78703     		    CHARITABLE DISTRIBUTION 1,000
    TEXAS WINDS
    6211 W NORTHWEST HWY SUITE C250B
    DALLAS,TX75225     		    CONCERTS FOR HOSPITALS IN DALLAS COUNTY 1,000
    TRINITY CHRISTIAN ACADEMY FOUNDATION
    17480 DALLAS PARKWAY SUITE 115
    DALLAS,TX75287     		    TUITION FOR WEST DALLAS COMMUNITY SCHOOL STUDENTS BASED ON FINANCIAL NEED 3,000
    UNITED MSD FOUNDATION THE
    2112 BIENVILLE BLVD SUITE B2
    OCEAN SPRINGS,MS39564     		    CHARITABLE DISTRIBUTION 2,000
    UNIVERSITY OF TEXAS AT AUSTIN - CLEMENTS CENTER FOR NATIONAL SECURITY
    2304 WHITIS AVE STOP G9900
    AUSTIN,TX78712     		    UNDERGRADUATE CERTIFICATE IN NATIONAL SECURITY STUDIES PROGRAM 15,000
    UNIVERSITY OF TEXAS AT AUSTIN - LONGHORN FOUNDATION
    2100 SAN JACINTO BLVD
    AUSTIN,TX78712     		    CHARITABLE DISTRIBUTION 5,500
    UNIVERSITY OF THE SOUTH - SEWANEE
    735 UNIVERSITY AVENUE
    SEWANEE,TN37383     		    CHARITABLE DISTRIBUTION 2,500
    UPPER ROOM THE
    1908 GRAND AVENUE
    NASHVILLE,TN37212     		    CHARITABLE DISTRIBUTION 500
    UT SOUTHWESTERN MEDICAL CENTER
    5323 HARRY HINES BLVD
    DALLAS,TX75390     		    RADIOLOGY DEPARTMENT 100
    UT SOUTHWESTERN MEDICAL SCHOOL
    5323 HARRY HINES BLVD
    DALLAS,TX75390     		    MEDICAL SCHOOL SCHOLARSHIP FUND 2,000
    VAIL VALLEY SALVATION ARMY
    322 E BEAVER CREEK BLVD
    EDWARDS,CO81620     		    CHARITABLE DISTRIBUTION 2,000
    VISITING NURSE ASSOCIATION OF TEXAS THE
    1420 W MOCKINGBIRD LANE SUITE 700
    DALLAS,TX75247     		    CHARITABLE DISTRIBUTION 1,000
    WELL COMMUNITY THE
    125 SUNSET AVENUE
    DALLAS,TX75208     		    MEALS AND RESOURCES FOR LOW-INCOME ADULTS WITH CHRONIC MENTAL ILLNESS 1,500
    WEST DALLAS COMMUNITY SCHOOL
    2300 CANADA DRIVE
    DALLAS,TX75212     		    CHARITABLE DISTRIBUTION 3,000
    Total .................................bullet 3a 318,290
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 90  
    4 Dividends and interest from securities....     14 44,188  
    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 70,316  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 310,326  
    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 -2,837 01 -99  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -2,837 424,821 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    421,984
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE BILL & KATIE WEAVER CHARITABLE TRUST
     
    Employer identification number

    75-2001841
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE BILL & KATIE WEAVER CHARITABLE TRUST
          		Employer identification number
    75-2001841
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    WILLIAM R AND KAETHE M WEAVER
    1845 WOODALL RODGERS FREEWAY 1275
     
    DALLAS, TX75201

    		$ 63,149


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE BILL & KATIE WEAVER CHARITABLE TRUST
          		Employer identification number

    75-2001841
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 RECEIVED FROM JRT-ST 100 SHARES OF 3M CO COMMON $ 19,855 2021-05-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 RECEIVED FROM JRT-ST 100 SHARES OF AT&T INC COMMON $ 3,181 2021-05-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 RECEIVED FROM JRT-ST 100 SHARES OF BRISTOL MYERS SQUIBB CO COMMON $ 6,378 2021-05-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 RECEIVED FROM JRT-ST 200 SHARES OF COCA COLA CO COMMON $ 10,856 2021-05-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 RECEIVED FROM JRT 24 SHARES OF CONOCOPHILLIPS COMMON $ 1,254 2021-05-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 RECEIVED FROM JRT-ST 100 SHARES OF ROYAL DUTCH SHELL PLC SPONS ADR A $ 3,886 2021-05-04
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE BILL & KATIE WEAVER CHARITABLE TRUST
          		Employer identification number

    75-2001841
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 RECEIVED FROM JRT-ST 100 SHARES OF TEXAS INSTRS INC COMMON $ 17,739 2021-05-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE BILL & KATIE WEAVER CHARITABLE TRUST
          		Employer identification number

    75-2001841
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 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 3,442 1,721   1,721

    TY 2020 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
    ALPHABET INC CAP STK CL A 120,732 567,590
    AMAZON COMMON INC COMMON 282,164 957,430
    APPLIED MATLS INC COMMON 32,385 523,555
    ENTERPRISE PRODS PARTNERS L COMMON 8,797 46,951
    EOG RES INC COMMON 32,624 29,406
    EXXON MOBIL CORP COMMON 41,264 68,816
    INTUITIVE SURGICAL INC COMMON NEW 324,236 1,050,862
    VANGUARD INDEX FDS TOTAL STK MKT 738,916 1,256,194
    SCHWAB STRATEGIC TR US DIVIDEND EQ 550,007 584,584

    TY 2020 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 426,388 1,536,952
    FOUNDATION MINERAL PARTERS III, L.P. AT COST 364,705 282,794
    FOUNDATION MINERAL PARTERS, L.P. AT COST 13,064 19,598
    GOLD COINS - 1 OUNCE AMERICAN GOLD EAGLES AT COST 172,098 172,892

    TY 2020 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 2,943 340 340


    TY 2020 OtherDecreasesSchedule
    Name:
    THE BILL & KATIE WEAVER CHARITABLE TRUST
    EIN:
    75-2001841
    Description Amount
    NONDEDUCTIBLE PASSTHROUGH ITEMS 7
    ESTIMATED TAX PENALTY FROM PRIOR YEAR 219


    TY 2020 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 156,944 149,096   7,848
    BOA CUSTODY FEES 6,903 6,903   0
    ROYALTY EXPENSES-FOUNDATION MINERAL PARTNERS, L.P. 2,092 2,092   0
    ROYALTY EXPENSES-FOUNDATION MINERAL PARTNERS II, L.P. 1,056 1,056   0
    ROYALTY EXPENSES-FOUNDATION MINERAL PARTNERS III, L.P. 9,614 9,614   0
    ROYALTY EXPENSES-SAN JUAN BASIN ROYALTY TRUST 227 227   0
    OTHER DEDUCTS-FOUNDATION MINERAL PARTNERS II, L.P. 1,281 1,281   0


    TY 2020 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 II, L.P. 12,920 12,920 12,920
    FOUNDATION MINERAL PARTNERS III, L.P. 45,908 45,908 45,908
    FOUNDATION MINERAL PARTNERS, L.P. 7,672 7,672 7,672
    SAN JUAN BASIN ROYALTY TRUST 3,816 3,816 3,816
    ENTERPRISE PRODUCTS PARTNERS LP -2,936 -99 -2,936


    TY 2020 OtherIncreasesSchedule
    Name:
    THE BILL & KATIE WEAVER CHARITABLE TRUST
    EIN:
    75-2001841
    Description Amount
    NON TAXABLE BASIS ADJUSTMENT TO INVESTMENT IN SAN JUAN BASIN ROYALTY TRUST 48
    HISTORICAL TRUE UP FOR ROUNDING 1


    TY 2020 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 9,105 0   0
    SEVERANCE TAX-FOUNDATION MINERAL PARTNERS, L.P. 313 313   0
    SEVERANCE TAX-FOUNDATION MINERAL PARTNERS II, L.P. 254 254   0
    SEVERANCE TAX-FOUNDATION MINERAL PARTNERS III, L.P. 1,730 1,730   0
    SEVERANCE TAX-SAN JUAN BASIN ROYALTY TRUST 185 185   0