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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THEODORE AND BEULAH BEASLEY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)3811 TURTLE CREEK BLVD 940
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX75219
A Employer identification number

75-6035806
B Telephone number (see instructions)

(214) 522-8790
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$57,363,031J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,055,260 1,055,260  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 196,271
b Gross sales price for all assets on line 6a 722,967
7 Capital gain net income (from Part IV, line 2)... 196,271
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 2,267,545 2,243,000  
12 Total. Add lines 1 through 11........ 3,519,076 3,494,531  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 161,287 85,482   64,515
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 14,078 13,884   0
b Accounting fees (attach schedule)....... Click to see attachment 28,611 14,306   12,303
c Other professional fees (attach schedule).... Click to see attachment 10,241 10,241   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 119,474 90,463   5,651
19 Depreciation (attach schedule) and depletion... Click to see attachment 9 3  
20 Occupancy.............. 74,004 25,902   42,923
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 84,452 54,287   8,539
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 492,156 294,568   133,931
25 Contributions, gifts, grants paid....... 2,325,850 2,325,850
26 Total expenses and disbursements. Add lines 24 and 25 2,818,006 294,568   2,459,781
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 701,070
b Net investment income (if negative, enter -0-) 3,199,963
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 140,990 368,649 368,649
2 Savings and temporary cash investments......... 6,601,339 6,003,414 6,003,414
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 200,000 Click to see attachment200,000 207,851
b Investments—corporate stock (attach schedule)....... 8,812,200 Click to see attachment9,112,460 41,943,220
c Investments—corporate bonds (attach schedule)....... 3,569,934 Click to see attachment4,356,825 5,015,977
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 602,290 Click to see attachment586,569 3,740,017
14 Land, buildings, and equipment: basis bullet19,507
Less: accumulated depreciation (attach schedule) bullet19,493 23 Click to see attachment14 14
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment0 Click to see attachment83,889
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,926,776 20,627,931 57,363,031
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) Click to see attachment0 Click to see attachment85
23 Total liabilities (add lines 17 through 22)......... 0 85
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........ 19,926,776 20,627,846
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 19,926,776 20,627,846
30 Total liabilities and net assets/fund balances (see instructions). 19,926,776 20,627,931
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
19,926,776
2
Enter amount from Part I, line 27a .....................
2
701,070
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
20,627,846
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,627,846
Form 990-PF (2021)
Form 990-PF (2021)
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 SALE OF PUBLICLY TRADED SECURITIES P    
b SALE OF PUBLICLY TRADED SECURITIES P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 46,691   47,911 -1,220
b 507,668   478,785 28,883
c 168,608     168,608
d
e
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       -1,220
b       28,883
c       168,608
d
e
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 2 196,271
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 44,479
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 44,479
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 18,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 38,000
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 6,479
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletNONE
    14
    The books are in care ofbulletVICTORIA VANDERSLICE Telephone no.bullet (214) 522-8790

    Located atbullet3811 TURTLE CREEK BLVD SUITE 940DALLASTX ZIP+4bullet752194490
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    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? .............
    5a(5)
     
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    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
    VICTORIA VANDERSLICE PRESIDENT, EXEC DIRECTOR A
    35.00     		92,588 0 0
    3811 TURTLE CREEK BLVD SUITE 940
    DALLAS,TX75219
    MICHAEL VANDERSLICE VP, DIRECTOR & SECRETARY
    35.00     		68,699 0 0
    3811 TURTLE CREEK BLVD SUITE 940
    DALLAS,TX75219
    LARRY MENTZER DIRECTOR
    1.00     		0 0 0
    3811 TURTLE CREEK BLVD SUITE 940
    DALLAS,TX75219
    LINDA TINNEY DIRECTOR
    1.00     		0 0 0
    3811 TURTLE CREEK BLVD SUITE 940
    DALLAS,TX75219
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    40,390,779
    b
    Average of monthly cash balances.......................
    1b
    6,551,941
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,064,278
    d
    Total (add lines 1a, b, and c).........................
    1d
    48,006,998
    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
    48,006,998
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    720,105
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    47,286,893
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,364,345
    Part X
    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 IX, line 6..................
    1
    2,364,345
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    44,479
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    44,479
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,319,866
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,319,866
    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 XII, line 1 ...
    7
    2,319,866
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 2,319,866
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 134,454
    b From 2017...... 53,138
    c From 2018...... 286,422
    d From 2019...... 471,885
    e From 2020...... 334,025
    f Total of lines 3a through e ........ 1,279,924
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,459,781
    a Applied to 2020, but not more than line 2a 0
    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 2021 distributable amount..... 2,319,866
    e Remaining amount distributed out of corpus 139,915
    5 Excess distributions carryover applied to 2021. 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 1,419,839
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		134,454
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,285,385
    10 Analysis of line 9:
    a Excess from 2017.... 53,138
    b Excess from 2018.... 286,422
    c Excess from 2019.... 471,885
    d Excess from 2020.... 334,025
    e Excess from 2021.... 139,915
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AIDS SERVICES OF DALLAS
    400 S ZANG BLVD STE 210
    DALLAS,TX75208     		  PC HOUSING FOR HIV/AIDS PATIENTS 15,000
    ABILITY CONNECTION
    8802 HARRY HINES BLVD
    DALLAS,TX75235     		  PC GENERAL OPERATING 25,000
    AUSTIN STREET CENTER
    2929 HICKORY ST
    DALLAS,TX75226     		  PC NEW DINING SERVICE LINE 75,000
    BETHANY COLLEGE
    31 E CAMPUS DR
    BETHANY,WV26032     		  PC REHAB OF BIOLOGY LAV 75,000
    BIG BROTHERSS BIG SISTERS GRTER DALLAS
    450 E JOHN CARPENTER FRWY 300
    IRVING,TX75062     		  PC MATCH SUPPORT EFFORTS 15,000
    BOYS & GIRLS CLUBS OF GREATER DALLAS
    2907 LINFIELD RD
    DALLAS,TX75216     		  PC ACADEMIC SUCCESS PROGRAM 6,250
    BRIDGES TO LIFE
    2306 E OVERTON RD
    DALLAS,TX75216     		  PC GENERAL OPERATING 5,000
    BRITE DIVINITY SCHOOL
    TCU BOX 298130
    FORTH WORTH,TX76129     		  PC BEASLEY CHALLENGE FUND FOR FACULTY DEVELOPMENT 50,000
    BUCKNER CHILDREN & FAMILY SERVICES
    5310 S BUCKNER BLVD
    DALLAS,TX75227     		  PC FAMILY PATHWAYS PROGRAM 37,500
    CAMP FIRE FIRST TEXAS
    2700 MEACHAM BLVD
    FORTH WORTH,TX76137     		  PC CAMPERSHIPS FOR CAMP EL TESORO 5,000
    CAMP SUMMIT
    17210 CAMPBELL RD STE 180W
    DALLAS,TX75252     		  PC CAMPERSHIPS & COVID-19 EMERGENCY FUNDING 15,000
    CC YOUNG SENIOR LIVING
    4847 W LAWTHER DR 100
    DALLAS,TX75214     		  PC COVID FUNDING 2,500
    CHAUTAUQUA ASSOC DISCIPLES OF CHRIST
    32 CLARK AVE
    CHAUTAUQUA,NY14722     		  PC COVID-19 SHUTDOWN BUDGET FUNDS 25,000
    CHILDREN'S HEALTH FOUNDATION
    2777 N STEMMONS FWY SUITE 1700
    DALLAS,TX75207     		  PC EXPANSION OF EMERGENCY DEPARTMENT 40,000
    COALITION FOR AGING LGBT
    PO BOX 793329
    DALLAS,TX75379     		  PC GENERAL OPERATING 10,000
    COMMUNITY PARTNERS OF DALLAS
    7959 ELMBROOK DR
    DALLAS,TX75247     		  PC GENERAL PROGRAMS 5,000
    CRISTO REY DALLAS COLLEGE PREP
    1064 N ST AUGUSTINE DR
    DALLAS,TX75217     		  PC FOOD AND STORAGE COSTS 15,000
    CROSSROADS COMMUNITY SERVICES
    4500 S COCKRELL HILL
    DALLAS,TX75236     		  PC EMERGENCY COVID FUNDING 10,000
    DALLAS ARBORETUM & BOTANICAL GARDEN
    8617 GARLAND ROAD
    DALLAS,TX75218     		  PC CHILDREN'S PROGRAMMING 15,000
    DALLAS AREA HABITAT FOR HUMANITY
    2800 N HAMPTON ROAD
    DALLAS,TX75212     		  PC JOPPA CONSTRUCTION & HOMEOWNERSHIP PROGRAM 75,000
    DALLAS CHAMBER SYMPHONY
    POBOX795548
    DALLAS,TX75379     		  PC GENERAL OPERATING 5,000
    DALLAS CHILDRENS ADVOCACY CENTER
    5351 SAMUELL BLVD
    DALLAS,TX75228     		  PC CIRCLE OF HOPE 45,000
    DALLAS CHILDREN'S THEATER
    5938 SKILMMAN ST
    DALLAS,TX75231     		  PC STUDENT MATINEES 12,500
    DALLAS HERITAGE VILLAGE
    1515 S HARWOOD
    DALLAS,TX75215     		  PC REPAIR & REPLACE BLUM HOUSE ROOF AND STORING ARTIFACTS 102,500
    DALLAS HOLOCAUST & HUMAN RIGHTS CENTER
    211 N RECORD ST 100
    DALLAS,TX75202     		  PC MUSEUM EXPERIENCE ENDOWMENT FUND 30,000
    DALLAS SYMPHONY ORCHESTRA
    2301 FLORA ST
    DALLAS,TX75201     		  PC MY DSO CONSERT & YOUNG STRINGS 15,000
    DALLAS THEATER CENTER
    2400 FLORA ST
    DALLAS,TX75201     		  PC EDUCATATION PROGRAMS 8,000
    DME EXCHANGE OF DALLAS
    12015 SHILOH RD ST 130
    DALLAS,TX75228     		  PC GENERAL OPERATING FOR DURABLE MEDICAL EQUIPMENT RECYCLING 5,000
    EDUCATIONAL OPPORTUNITIES INC
    3419 WESTMINSTER AVE 218
    DALLAS,TX75205     		  PC SCHOLARSHIP TO ONE GRADUATING DISD GRADUATE 7,600
    ENNIS PUBLIC THEATRE
    113 N DALLAS ST
    ENNIS,TX75119     		  PC GENERAL OPERATING 5,000
    ENVISION (FORMERLY LIGHTHOUSE FOR BLIND)
    4306 CAPITOL AVE
    DALLAS,TX75204     		  PC NEW CENTER FOR VISION LOSS AND ESTHER'S PLACE 3,000
    EPILEPSY FOUNDATION OF TEXAS
    2401 FOUNTAIN VIEW DR STE 900
    HOUSTON,TX77057     		  PC MEDICAL CARE AND CLINIC ACCESS 15,000
    ESSILOR VISION FOUNDATION
    13515 N STEMMONS FRWY
    DALLAS,TX75234     		  PC VISION FOR LIFE PROGRAM 7,500
    EQUEST THERAPEUTIC HORSEMANSHIP
    811 PEMBERTON HILL RD BUILDING 4
    DALLAS,TX75217     		  PC MEMORIAL DONATION IN MEMORY OF BEN CASEY, JR. (WHO PASSED AWAY ON 9/15/21) 500
    FAMILY COMPASS
    4210 JUNIUS ST
    DALLAS,TX75246     		  PC GROWING AS PARENTS PROGRAM; CHILD ABUSE PREVENTION 10,000
    FOR LOVE & ART
    4848 LEMMON AVE STE 100-623
    DALLAS,TX75219     		  PC ART PROGRAMS FOR SENIORS 5,000
    FOREFRONT OF LIVING
    12467 MERIT DR
    DALLAS,TX75251     		  PC THIRD FLOOR FAMILY ROOM AT T. BOONE PICKENS HOSPICE 50,000
    FRONTIERS OF FLIGHT MUSEUM
    6911 LEMMON AVE
    DALLAS,TX75209     		  PC YOUTH STEM PROGRAM 5,000
    GENESIS WOMEN'S SHELTER & SUPPORT
    4411 LEMMON AVE STE 201
    DALLAS,TX75219     		  PC EMERGENCY SHELTER, OUTREACH OFFICE AND TRANSITIONAL HOUSING 12,000
    GILMONT CAMP & CONFERENCE CENTER
    6075 STATE HWY 155 N
    GILMER,TX75644     		  PC CIRCLE OF FRIENDS, CAMPERSHIPS, & INFRASTRUCTURE 30,000
    GOOD SAMARITANS OF GARLAND
    214 N 12TH ST
    GARLAND,TX75040     		  PC FOOD ASSISTANCE PROGRAM 15,000
    GRANT HALLIBURTON FOUNDATION
    6390 LYNDON B JOHNSON FRWY 100
    DALLAS,TX75240     		  PC MENTAL HEALTH EDUCATION AND THRIVE PROGRAM FOR CHILDREN & YOUTH 5,000
    GREATER DALLAS YOUTH ORCHESTRA
    36360 HARRY HINES BLVD
    DALLAS,TX75219     		  PC 50TH SEASON CELEBRATION YOUTH PROGRAMS 10,000
    HEROES FOR CHILDREN
    1701 GATEWAY BLVD
    RICHARDSON,TX75080     		  PC FAMILY FINANCIAL ASSISTANCE PROGRAM 15,000
    HOPE COTTAGE
    609 TEXAS ST
    DALLAS,TX75204     		  PC GENERAL OPERATIONS 5,000
    HOPE SUPPLY CO
    10480 SHADY TRAIL STE104
    DALLAS,TX75220     		  PC GENERAL OPERATING 5,000
    HOPE'S DOORNEW BEGINNING
    860 F AVESTE 100
    PLANO,TX75074     		  PC COVID FUNDING 5,000
    INTERFAITH FAMILY SERVICES
    5600 ROSS AVE
    DALLAS,TX75206     		  PC TRANSITIONAL HOUSING PROGRAM 10,000
    KERA TELEVISION AND RADIO
    3000 HARRY HINES BLVD
    DALLAS,TX75201     		  PC GENERAL OPERATIONS FOR PROGRAMING 5,000
    KIDS-UNIVERSITY
    10640 STEPPINGTON DR
    DALLAS,TX75230     		  PC FACE PROGRAM/FAMILY FACILITATORS 7,500
    MENTAL HEALTH AMERICA OF GREATER DALLAS
    624 N GOOD-LATIMER STE 200
    DALLAS,TX75204     		  PC WE SUPPORT OURSELVES (WHO) PROGRAM 3,000
    METROCARE SERVICES DALLAS
    1345 RIVER BEND DR
    DALLAS,TX75247     		  PC HILLSIDE CAMPUS CAPITAL CAMPAIGN 75,000
    MY POSSIBILITIES
    3601 MAPLESHADE LANE
    PLANO,TX75075     		  PC PROGRAMS FOR SPECIAL NEEDS INDIVIDUALS AGED OUT OF SCHOOL 25,000
    NATIONAL CITY CHRISTIAN CHURCH FOUNDATION
    5 THOMAS CIRCLE NW
    WASHINGTON,DC20005     		  PC BEASLEY BULDING ELEVATOR CAB & HVAC 72,000
    NEW FRIENDS NEW LIFE
    6060 N CENTRAL EXPY
    DALLAS,TX75206     		  PC PROGRAMS FOR FORMERLY TRAFFICKED WOMEN AND THEIR CHILDREN 10,000
    NEXUS RECOVERY
    8733 LA PRADA DR
    DALLAS,TX75228     		  PC SUBSTANCE ABUSE PROGRAMS AND TREATMENTS 8,000
    NORTH TEXAS FOOD BANK
    4500 COCKRELL HILL RD
    DALLAS,TX75236     		  PC NEW DISTRIBUTION CENTER, ENDOWMENT FUND FOR COVERING FUTURE YEARS, FOOD DISTRIBUTION 185,000
    OUTCRY IN THE BARRIO DALLAS
    4419 HAMILTON AVE
    DALLAS,TX75210     		  PC GENERAL OPERATIONS FOR A MONTH 50,000
    OUT TEACH TEXAS REGION
    1700 UNIVERSITY DRIVE STE 260
    FORT WORTH,TX76107     		  PC CORE EDUCATIONAL OPERATIONS 20,000
    PARISH EPISCOPAL SCHOOL
    4101 SIGMA RD
    DALLAS,TX75244     		  PC PERFORMANCE,COMMUNITY, AND MULTI-PURPOSE ACTIVITY CENTER, HILLCREST CAMPUS PLAYGROUND RENOVATION 215,000
    PARKLAND FOUNDATION(I STAND FOR PARKLAND)
    1341 W MOCKINGBIRD LN SUITE 1100E
    DALLAS,TX75247     		  PC SIX NEW BREAST EXAM MACHINES 60,000
    PEDIPLACE
    7989 BELT LINE ROAD 120
    DALLAS,TX75248     		  PC 1ST 15 MONTHS HEALTHCARE FOR LOW-INCOME UNINSURED NEWBORNS 5,000
    PEROT MUSEUM OF NATURE AND SCIENCE
    2201 N FIELD STREET
    DALLAS,TX75201     		  PC OUTREACH PROGRAMS 15,000
    PROMISE HOUSE
    224 W PAGE AVE
    DALLAS,TX75208     		  PC CRISIS INTERVENTION PROGRAM AT EMERGENCY YOUTH SHELTER 10,000
    RETINA FOUNDATION OF THE SOUTHWEST
    9600 N CENTRAL EXPY
    DALLAS,TX75231     		  PC TESTING & TRACKING EYE DISEASE IN 80-100 ADULTS AND SENIORS 25,000
    SHAKESPEARE DALLAS
    3630 HARRY HINES BLVD
    DALLAS,TX75219     		  PC ARTS EDUCATION PROGAMS 12,000
    ST JOHN'S EPISCOPAL SCHOOL
    848 HARTER RD
    DALLAS,TX75218     		  PC ST.JOHN'S CARES PROGRAM 15,000
    SUICIDE & CRISIS CENTER OF NORTH TEXAS
    2808 SWISS AVE
    DALLAS,TX75204     		  PC CRISIS LINE PAID STAFF INITIATIVE 8,000
    SW AFFILIATE - AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231     		  PC COVID AND CARDIO-VASCULAR RESERACH IN TEXAS 37,500
    SOUTHWESTERN DIABETIC FOUNDATION INC
    PO BOX 918
    GAINSVILLE,TX76241     		  PC FINANCIAL ASSISTANCE: FOR CHILDREN TO ATTEND CAMP SWEENEY 5,000
    TAKE ME HOME PET RESCUE
    561 W CAMPBELL STE 303
    RICHARDSON,TX75080     		  PC ADOPTION OF RESCUED DOGS & CATS ABANDONED OR IN KILL SHELTERS 3,000
    TEXAS CHRISTIAN UNIVERSITY
    TCU BOX 297400
    FORT WORTH,TX76129     		  PC ANNUAL FUND CAMPAIGN 30,000
    TEXAS HEALTH RESOURCES FOUNDATION
    612 E LAMAR BLVD STE 300
    ARLINGTON,TX76011     		  PC MOBILE HEALTH PROJECT 75,000
    TEXAS WOMENS FOUNDATION
    8150 N CENTRAL EXPY 110
    DALLAS,TX75206     		  PC HEALTH CARE ACCESS FUND & ELDER CARE FUNDING STRATEGIES 25,000
    THE CRYSTAL CHARITY BALL
    3838 OAK LAWN STE L150
    DALLAS,TX75219     		  PC 2021 BENEFICIARY NONPROFITS 5,000
    THE MAGDALEN HOUSE
    1302 REDWOOD CIRCLE
    DALLAS,TX75218     		  PC 2020 SOCIAL DETOX PROGRAM INITIATIVE'S 12 STEP PROGRAM 7,500
    THE SENIOR SOURCE
    3910 HARRY HINES BLVD
    DALLAS,TX75219     		  PC ELDER FINANCIAL CARE CENTER 25,000
    THE STEWPOT
    1835 YOUNG ST
    DALLAS,TX75201     		  PC GENREAL OPERATING 10,000
    THE STOREHOUSE
    1401 MIRA VISTA BLVD
    PLANO,TX75093     		  PC SEVEN LOAVES FOOD DISTRIBUTION PROGRAM 10,000
    THE WARREN CENTER
    320 CUSTER RD
    RICHARDSON,TX75080     		  PC THERAPY SERVICES - IN-NEED KIDS W. DVLPMT DELAYS/DISABILITIES 10,000
    THE WELL COMMUNITY
    125 SUNSET AVE
    DALLAS,TX75208     		  PC REOURCES FOR ADULTS WITH MENTAL ILLNESS 10,000
    TOGETHER WE THRIVE
    5955 ALPHA RD 404
    DALLAS,TX75240     		  PC PROGRAMS FOR HOMELESS AND TRAFFICKED YOUTH 10,000
    UNION GOSPEL MISSION
    3211 IRVING BLVD
    DALLAS,TX75247     		  PC FENCING AROUND THE CENTER OF HOPE 10,000
    UNITED NEGRO COLLEGE FUND
    600 N PEARL STE 1980
    DALLAS,TX75201     		  PC GENERAL OPERATIONS 7,500
    UNIVERSITY OF DALLAS
    1845 EAST NORTHATE DR
    IRVING,TX75062     		  PC FIRST GENERATION GRADUATION PROGRAM 25,000
    UT MD ANDERSON CANCER CENTER
    1515 HOLCOMBE BLVD
    HOUSTON,TX77030     		  PC MOON SHOTS PROGRAM FOR PANCREATIC CANCER RESEARCH 75,000
    VISITING NURSE ASSOCIATION TEXAS
    1600 VICEROY STE 400
    DALLAS,TX75235     		  PC ADDITIONAL 42 WHEELS ON MEALS FAMILIES 50,000
    WILKINSON CENTER
    3402 N BUCKNER BLVD SUITE 302
    DALLAS,TX75228     		  PC WORKING FAMILY SUCCESS PROGRAM 5,000
    WINGS FOR WOMEN AND FAMILIES
    2603 INWOOD RD
    DALLAS,TX75235     		  PC NURSE-FAMILY PARTNERSHIP/CARE FOR BABIES & NEW YOUNG MOTHERS 20,000
    YMCA OF METROPOLITAN DALLAS
    601 N AKARD
    DALLAS,TX75201     		  PC NEW MENTAL HEALTH, CATLYST, AND WATER SAFETY PROGRAMS, ANNUAL CAMPAIGN (DESIGNATED FOR TEEN PROGRAMS) 80,000
    Total .................................bullet 3a 2,325,850
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		         
    4 Dividends and interest from securities ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 196,271  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 24,545 3,494,531 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,519,076
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THEODORE AND BEULAH BEASLEY
     
    FOUNDATION INC
    EIN:
    75-6035806
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 28,611 14,306   12,303

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    THEODORE AND BEULAH BEASLEY
     
    FOUNDATION INC
    EIN:
    75-6035806
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    MONROE CREDENZA DESK & HUTCH 2010-03-07 2,300 2,300 SL 7.000000000000 0 0    
    MONROE EXECUTIVE DESK 2010-02-09 1,530 1,530 SL 7.000000000000 0 0    
    TANNER EXECUTIVE CHAIR 2010-02-10 450 450 SL 7.000000000000 0 0    
    CONFERENCE TABLE AND CHAIRS 2010-02-01 664 664 SL 7.000000000000 0 0    
    HP COMPUTER (1 PC & 1 MONITOR) 2010-02-16 730 730 SL 5.000000000000 0 0    
    TELEPHONE SYSTEM 2010-01-26 976 976 SL 5.000000000000 0 0    
    COMPUTER SYSTEM 2002-01-01 3,134 3,134 SL 5.000000000000 0 0    
    TYPEWRITER 2002-01-01 450 450 SL 5.000000000000 0 0    
    REFRIGERATOR 2011-03-21 250   SL 7.000000000000 0 0    
    SOFA & SOFA TABLE 2011-12-16 1,931   SL 7.000000000000 0 0    
    1 PC & 1 MONITOR 2011-03-21 1,000   SL 5.000000000000 0 0    
    GRAPHICS CARD & TUNER 2011-05-18 130   SL 5.000000000000 0 0    
    EXT. HARDDRIVES & SOFTWARE 2012-12-10 559 279 SL 5.000000000000 0 0    
    TOSHIBA COPIER 2012-03-28 2,425 1,212 SL 5.000000000000 0 0    
    STACY FURNITURE - CABINET 2013-06-30 796 398 SL 7.000000000000 0 0    
    HAVERTYS FURNITURE - 2 CHAIRS 2013-07-02 620 310 SL 7.000000000000 0 0    
    HAVERTYS COFFEE TABLE 2013-07-16 470 235 SL 7.000000000000 0 0    
    LENOVO PC 2014-01-14 713 356 SL 5.000000000000 0 0    
    SOFTWARE - QB RENEWAL & UPDATE 2015-03-27 250 125 SL 3.000000000000 0 0    
    COAT RACK 2016-09-29 129 41 SL 7.000000000000 9 0    

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THEODORE AND BEULAH BEASLEY
     
    FOUNDATION INC
    EIN:
    75-6035806
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 4,356,825 5,015,977

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THEODORE AND BEULAH BEASLEY
     
    FOUNDATION INC
    EIN:
    75-6035806
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 9,112,460 41,943,220

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THEODORE AND BEULAH BEASLEY
     
    FOUNDATION INC
    EIN:
    75-6035806
    US Government Securities - End of Year Book Value:

    200,000
    US Government Securities - End of Year Fair Market Value:

    207,851
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    THEODORE AND BEULAH BEASLEY
     
    FOUNDATION INC
    EIN:
    75-6035806
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS AT COST 533,608 3,687,056
    MUTUAL FUNDS AT COST 52,961 52,961

    TY 2021 LandEtcSchedule2
    Name:
    THEODORE AND BEULAH BEASLEY
     
    FOUNDATION INC
    EIN:
    75-6035806
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    MONROE CREDENZA DESK & HUTCH 2,300 2,300 0  
    MONROE EXECUTIVE DESK 1,530 1,530 0  
    TANNER EXECUTIVE CHAIR 450 450 0  
    CONFERENCE TABLE AND CHAIRS 664 664 0  
    HP COMPUTER (1 PC & 1 MONITOR) 730 730 0  
    TELEPHONE SYSTEM 976 976 0  
    COMPUTER SYSTEM 3,134 3,134 0  
    TYPEWRITER 450 450 0  
    REFRIGERATOR 250 250 0  
    SOFA & SOFA TABLE 1,931 1,931 0  
    1 PC & 1 MONITOR 1,000 1,000 0  
    GRAPHICS CARD & TUNER 130 130 0  
    EXT. HARDDRIVES & SOFTWARE 559 559 0  
    TOSHIBA COPIER 2,425 2,425 0  
    STACY FURNITURE - CABINET 796 796 0  
    HAVERTYS FURNITURE - 2 CHAIRS 620 620 0  
    HAVERTYS COFFEE TABLE 470 470 0  
    LENOVO PC 713 713 0  
    SOFTWARE - QB RENEWAL & UPDATE 250 250 0  
    COAT RACK 129 115 14  


    TY 2021 LegalFeesSchedule
    Name:
    THEODORE AND BEULAH BEASLEY
     
    FOUNDATION INC
    EIN:
    75-6035806
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 14,078 13,884   0


    TY 2021 OtherAssetsSchedule
    Name:
    THEODORE AND BEULAH BEASLEY
     
    FOUNDATION INC
    EIN:
    75-6035806
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED REVENUE 0 0 83,889


    TY 2021 OtherExpensesSchedule
    Name:
    THEODORE AND BEULAH BEASLEY
     
    FOUNDATION INC
    EIN:
    75-6035806
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OIL & GAS LEASE OPERATING EXPENSES 39,736 21,098   0
    TELEPHONE 1,382 484   801
    INSURANCE 9,935 5,265   3,974
    OFFICE 4,781 1,766   2,680
    BOND PREMIUM AMORTIZATION 25,020 25,020   0
    OTHER INSURANCE 1,869 654   1,084
    MISCELLANEOUS 1,729 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THEODORE AND BEULAH BEASLEY
     
    FOUNDATION INC
    EIN:
    75-6035806
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LEASE BONUS 150,000 150,000 150,000
    OIL & GAS WORKING INTEREST INCOME 24,545 0 24,545
    OIL AND GAS ROYALTY INTEREST INCOME 2,093,000 2,093,000 2,093,000


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THEODORE AND BEULAH BEASLEY
     
    FOUNDATION INC
    EIN:
    75-6035806
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL LIABILITIES 0 85


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THEODORE AND BEULAH BEASLEY
     
    FOUNDATION INC
    EIN:
    75-6035806
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 10,241 10,241   0


    TY 2021 TaxesSchedule
    Name:
    THEODORE AND BEULAH BEASLEY
     
    FOUNDATION INC
    EIN:
    75-6035806
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FICA TAXES 14,128 7,488   5,651
    PROPERTY TAX 2,814 0   0
    EXCISE TAXES 18,000 0   0
    AD VALOREM TAXES 239 0   0
    OIL & GAS PRODUCTION TAX 84,293 82,975   0