Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
DIAN GRAVES OWEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)400 NORTH PINE STREET SUITE 1000
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ABILENE, TX79601
A Employer identification number

75-2682536
B Telephone number (see instructions)

(325) 677-1367
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$355,693,773J 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 right arrow.............
3 Interest on savings and temporary cash investments 509,154 509,154  
4 Dividends and interest from securities... 2,634,994 2,634,994  
5a Gross rents............      
b Net rental income or (loss) -221,041
6a Net gain or (loss) from sale of assets not on line 10 1,172,488
b Gross sales price for all assets on line 6a 17,849,515
7 Capital gain net income (from Part IV, line 2)... 1,172,488
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
List of Attached Documents:
// Content
55,739,105 42,821,362  
12 Total. Add lines 1 through 11........ 60,055,741 47,137,998  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 725,000 237,500   487,500
14 Other employee salaries and wages...... 330,000 178,125   151,875
15 Pension plans, employee benefits....... 269,139 91,484   177,655
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
20,036 10,018   10,018
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
52,780 26,390   26,390
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
631,118 631,118   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
95,213 64,530   30,683
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,033,852 4,846,223   9,277
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,157,138 6,085,388   893,398
25 Contributions, gifts, grants paid....... 19,015,038 19,015,038
26 Total expenses and disbursements. Add lines 24 and 25 38,172,176 6,085,388   19,908,436
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 21,883,565
b Net investment income (if negative, enter -0-) 41,052,610
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 177,628 111,698 111,698
2 Savings and temporary cash investments......... 19,769,041 39,136,780 39,136,780
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 62,228,600 Click to see attachment
List of Attached Documents:
// Content
62,712,229 		86,053,033
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 49,868,858 Click to see attachment
List of Attached Documents:
// Content
51,651,924 		230,384,104
14 Land, buildings, and equipment: basis right arrow23,164
Less: accumulated depreciation (attach schedule) right arrow15,006 8,158 Click to see attachment
List of Attached Documents:
// Content
8,158 		8,158
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 132,052,285 153,620,789 355,693,773
Liabilities 17 Accounts payable and accrued expenses.......... 5,038 5,038
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
78,411 		Click to see attachment
List of Attached Documents:
// Content
34,683
23 Total liabilities (add lines 17 through 22)......... 83,449 39,721
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 131,968,836 153,581,068
29 Total net assets or fund balances (see instructions)..... 131,968,836 153,581,068
30 Total liabilities and net assets/fund balances (see instructions). 132,052,285 153,620,789
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
131,968,836
2
Enter amount from Part I, line 27a .....................
2
21,883,565
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
153,852,401
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
271,333
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
153,581,068
Form 990-PF (2022)
Form 990-PF (2022)
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 ADJUST FINAL YEAR PASSTHROUGH BASIS P    
b GAINS/LOSSES FROM PASSTHROUGH ENTITIES P    
c PUBLICLY TRADED SECURITIES P    
d CAPITAL GAINS DIVIDENDS P    
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     11,284 -11,284
b     619,327 -619,327
c 17,840,251   16,046,416 1,793,835
d 9,264     9,264
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       -11,284
b       -619,327
c       1,793,835
d       9,264
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 1,172,488
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 570,631
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........................... 3 570,631
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- ..... 5 570,631
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 849,376
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.............. 7 849,376
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 278,745
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow278,745 Refundedright arrow 11 0
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowTX
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowNONE
14
The books are in care ofright arrowDIAN GRAVES OWEN FOUNDATION Telephone no.right arrow (325) 677-1367

Located atright arrow400 NORTH PINE SUITE 1000ABILENETX ZIP+4right arrow79601
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowCJ
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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
Yes
 
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
3b
 
No
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
DIAN GRAVES OWEN STAI CHAIRMAN, TREASURER, DIR
0.00 		0 0 0
400 N PINE ST SUITE 1000
ABILENE,TX79601
TUCKER S BRIDWELL PRESIDENT, DIRECTOR
20.00 		475,000 30,500 0
400 N PINE ST SUITE 1000
ABILENE,TX79601
JANE V BEARD SECRETARY
40.00 		250,000 58,500 0
400 N PINE ST SUITE 1000
ABILENE,TX79601
DEBORAH O CARSON DIRECTOR
0.00 		0 0 0
400 N PINE ST SUITE 1000
ABILENE,TX79601
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
LAMAR H MOORE ADMINISTRATOR
20.00 		197,500 30,500 0
400 PINE ST 1000
ABILENE,TX79601
REBECCA L FELLOWS ADMINISTRATOR
20.00 		80,000 20,000 0
400 PINE ST 1000
ABILENE,TX79601
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
94,331,247
b
Average of monthly cash balances.......................
1b
29,597,680
c
Fair market value of all other assets (see instructions)................
1c
230,284,102
d
Total (add lines 1a, b, and c).........................
1d
354,213,029
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
354,213,029
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
5,313,195
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
348,899,834
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
17,444,992
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
17,444,992
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
570,631
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
570,631
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
16,874,361
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
16,874,361
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
16,874,361
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
19,908,436
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
19,908,436
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 16,874,361
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 4,645,740
b From 2018...... 3,134,813
c From 2019...... 7,350,747
d From 2020...... 1,946,919
e From 2021...... 7,223,281
f Total of lines 3a through e ........ 24,301,500
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 19,908,436
a Applied to 2021, 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 2022 distributable amount..... 16,874,361
e Remaining amount distributed out of corpus 3,034,075
5 Excess distributions carryover applied to 2022. 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 27,335,575
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		4,645,740
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		22,689,835
10 Analysis of line 9:
a Excess from 2018.... 3,134,813
b Excess from 2019.... 7,350,747
c Excess from 2020.... 1,946,919
d Excess from 2021.... 7,223,281
e Excess from 2022.... 3,034,075
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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).)
DIAN GRAVES OWEN STAI
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.
DIAN GRAVES OWEN STAI
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2022)
Form 990-PF (2022)
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

12TH ARMORED DIVISION MEMORIAL MUSEUM

1289 NORTH 2ND STREET
ABILENE,TX79601 		    GENERAL SUPPORT 25,000

ABILENE ARTS ALLIANCE

1101 N 1ST STREET
ABILENE,TX79601 		    GENERAL SUPPORT 106,500

ABILENE CHAMBER OF COMMERCE FOUNDATION

400 PINE ST STE 500
ABILENE,TX79601 		    GENERAL SUPPORT 192,500

ABILENE CHRISTIAN UNIVERSITY

ACU STATION
ABILENE,TX79699 		    GENERAL SUPPORT 1,500,000

ABILENE EDUCATION FOUNDATION

241 PINE ST
ABILENE,TX79601 		    GENERAL SUPPORT 117,850

ABILENE HERITAGE SQUARE

400 PINE STREET STE 1000
ABILENE,TX79601 		    GENERAL SUPPORT 4,000,000

ABILENE HIGH SCHOOL FFA

2800 N 6TH ST
ABILENE,TX79603 		    GENERAL SUPPORT 5,000

ABILENE IMPROVEMENT CORPORATION

174 CYPRESS ST STE 300
ABILENE,TX79601 		    GENERAL SUPPORT 240,000

ABILENE INDEPENDENT SCHOOL DISTRICT

PO BOX 981
ABILENE,TX79604 		    GENERAL SUPPORT 1,500

ABILENE OPERA ASSOCIATION

PO BOX 6611
ABILENE,TX79608 		    GENERAL SUPPORT 5,000

ABILENE PERFORMING ARTS COMPANY

1049 INDUSTRIAL BOULEVARD SUITE 200
ABILENE,TX79602 		    GENERAL SUPPORT 1,500

ABILENE PHILHARMONIC ASSOCIATION

1102 N 3RD SUITE C
ABILENE,TX79601 		    GENERAL SUPPORT 150,000

ABILENE PHILHARMONIC GUILD

1102 N 3RD SUITE C
ABILENE,TX79601 		    GENERAL SUPPORT 15,000

ABILENE POLICE FOUNDATION

PO BOX 3553
ABILENE,TX79604 		    GENERAL SUPPORT 5,200

ABILENE PRESERVATION LEAGUE

PO BOX 3451
ABILENE,TX79604 		    GENERAL SUPPORT 7,500

ABILENE SAILING ASSOCIATION

198 ARROW POINT
ABILENE,TX79601 		    GENERAL SUPPORT 13,000

ABILENE SOUTHWEST ROTARY CLUB

107 HIGHLAND AVE
ABILENE,TX79605 		    GENERAL SUPPORT 10,000

ABILENE TENNIS ASSOCIATION

PO BOX 3624
ABILENE,TX79604 		    GENERAL SUPPORT 2,500

ABILENE WOMAN'S CLUB FOUNDATION

3425 S 14TH ST
ABILENE,TX79605 		    GENERAL SUPPORT 75,000

ABILENE YOUTH SPORTS AUTHORITY

PO BOX 5649
ABILENE,TX79608 		    GENERAL SUPPORT 539,506

ABILENE ZOOLOGICAL SOCIETY

2070 ZOO LANE
ABILENE,TX79602 		    GENERAL SUPPORT 10,000

ABODE CONTEMPLATIVE CARE FOR THE DYING

PO BOX 47640
SAN ANTONIO,TX78284 		    GENERAL SUPPORT 50,000

ADMIRAL NIMITZ FOUNDATION

340 E MAIN
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 108,000

ALLIANCE FOR WOMEN AND CHILDREN

1350 NORTH 10TH STREET
ABILENE,TX79601 		    GENERAL SUPPORT 6,000

ALZHEIMER'S ASSOCIATION

301 S PIONEER SUITE 105
ABILENE,TX79605 		    GENERAL SUPPORT 12,500

AMERICAN CANCER SOCIETY

2438 INDUSTRIAL 143
ABILENE,TX79605 		    GENERAL SUPPORT 5,000

AMERICAN IDEAS INSTITUTE

910 17TH ST NW STE 400
WASHINGTON,DC20006 		    GENERAL SUPPORT 10,000

AMERICA'S FUTURE FOUNDATION

1513 16TH STREET NW
WASHINGTON,DC20036 		    GENERAL SUPPORT 5,000

ARS LYRICA HOUSTON

4807 SAN FELIPE STE 202
HOUSTON,TX77056 		    GENERAL SUPPORT 10,000

AUSTIN STREET CENTER

1717 JEFFRIES ST
DALLAS,TX75226 		    GENERAL SUPPORT 25,000

BASKETBALL SMILES

4525 SEALS LANE
ABILENE,TX79606 		    GENERAL SUPPORT 1,000

BELTWAY PARK CHURCH

4009 BELTWAY SOUTH
ABILENE,TX79606 		    GENERAL SUPPORT 2,500

BENJAMIN RUSH INSTITUTE

PO BOX 610-001
DFW AIRPORT,TX75261 		    GENERAL SUPPORT 10,000

BIG BROTHERS BIG SISTERS LONE STAR

450 E JOHN CARPENTER FWY SUITE 300
IRVING,TX75062 		    GENERAL SUPPORT 225,000

BIG COUNTRY AIDS RESOURCE CENTER

402 BUTTERNUT
ABILENE,TX79602 		    GENERAL SUPPORT 45,828

BIG COUNTRY AIR POWER INC

PO BOX 2585
ABILENE,TX79602 		    GENERAL SUPPORT 7,500

BIG COUNTRY ATHLETIC HALL OF FAME

25 GLEN ABBEY
ABILENE,TX79606 		    GENERAL SUPPORT 2,000

BILL OF RIGHTS INSTITUTE

1310 N COURTHOUSE RD SUITE 620
ARLINGTON,VA22201 		    GENERAL SUPPORT 250,000

BOY SCOUTS OF AMERICA

2225 NORTH LOOP W
HOUSTON,TX77008 		    GENERAL SUPPORT 20,700

BOY SCOUTS OF AMERICA CIRCLE TEN COUNCIL

8605 HARRY HINES BOULEVARD
DALLAS,TX75235 		    GENERAL SUPPORT 10,000

BOYS & GIRLS CLUB OF THE TEXAS HILL CO

PO BOX 2307
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 25,000

BOYS AND GIRLS CLUB OF ABILENE INC

4610 N 10TH ST
ABILENE,TX79602 		    GENERAL SUPPORT 600

BUFFALO GAP CHAMBER OF COMMERCE

2717 FM 89
BUFFALO GAP,TX79508 		    GENERAL SUPPORT 5,000

BUFFALO GAP IMPROVEMENT CORP

PO BOX 506
BUFFALO GAP,TX79508 		    GENERAL SUPPORT 53,750

BUFFALO GAP WINE & FOOD SUMMIT

PO BOX 728
BUFFALO GAP,TX79508 		    GENERAL SUPPORT 20,000

CALLAHAN COUNTY AGING SERVICES

100 WEST 4TH SUITE 302
BAIRD,TX79504 		    GENERAL SUPPORT 8,000

CANCER SERVICES NETWORK

PO BOX 2026
ABILENE,TX79604 		    GENERAL SUPPORT 10,000

CAPITAL RESEARCH CENTER

1513 16TH ST NW
WASHINGTON,DC20077 		    GENERAL SUPPORT 30,000

CATCH-A-DREAM

2485 ENNIS RD
STARKVILLE AR,MS39759 		    GENERAL SUPPORT 500

CENTER FOR CONTEMPORARY ARTS

220 CYPRESS
ABILENE,TX79601 		    GENERAL SUPPORT 30,000

CHORUS ABILENE

PO BOX 3358
ABILENE,TX79604 		    GENERAL SUPPORT 10,000

CHRIST LUTHERAN CHURCH

1419 CHERRY SPRINGS RD
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 10,000

CHRISTIAN HOMES AND FAMILY SERVICES

1202 ESTATES DR
ABILENE,TX79602 		    GENERAL SUPPORT 20,000

CHRISTIAN SERVICE CENTER

3185 N 10TH STREET
ABILENE,TX79603 		    GENERAL SUPPORT 25,000

CHURCH OF THE HEAVENLY REST

602 MEANDER STREET
ABILENE,TX79602 		    GENERAL SUPPORT 10,000

COMMUNITY FOUNDATION OF ABILENE

PO BOX 1001
ABILENE,TX79604 		    GENERAL SUPPORT 1,860,400

COMMUNITY FOUNDATION TEXAS HILL COUNTRY

241 EARL GARRETT ST
KERRVILLE,TX78028 		    GENERAL SUPPORT 250,000

COOPER HIGH SCHOOL

PO BOX 6182
ABILENE,TX79608 		    GENERAL SUPPORT 800

CROSS PLAINS PUBLIC LIBRARY

1202 ESTATES DR
ABILENE,TX79602 		    GENERAL SUPPORT 21,500

CYSTIC FIBROSIS FOUNDATION

4040 N CENTRAL EXPRESSWAY SUITE 730
FORT WORTH,TX76126 		    GENERAL SUPPORT 5,000

DAY NURSERY OF ABILENE

650 CEDAR STREET
ABILENE,TX79601 		    GENERAL SUPPORT 5,000

DISABILITY RESOURCES

3602 N CLACK ST
ABILENE,TX79601 		    GENERAL SUPPORT 6,000

DISCIPLESHIP NETWORK OF AMERICA

100 DOWNERS GROVE
SIGNAL MOUNTAIN,TN37377 		    GENERAL SUPPORT 10,000

DYESS WE CARE TEAM

709 ORANGE STREET
ABILENE,TX79601 		    GENERAL SUPPORT 51,000

EL PASO HUMANE SOCIETY

4991 FRED WILSON AVE
EL PASO,TX79906 		    GENERAL SUPPORT 250

ENCOUNTER FOR CULTURE AND EDUCATION

900 BROADWAY STE 601
NEW YORK NY,NY10003 		    GENERAL SUPPORT 125,000

EXPO CENTER OF TAYLOR COUNTY

1700 EAST HWY 36
ABILENE,TX79602 		    GENERAL SUPPORT 7,500

FAITH HOUSE MINISTRIES OF AFRICA

PO BOX 9354
THE WOODLANDS,TX77387 		    GENERAL SUPPORT 25,000

FELLOWSHIP OF CHRISTIAN ATHLETES

PO BOX 6605
ABILENE,TX79608 		    GENERAL SUPPORT 20,150

FIRST BAPTIST CHURCH

1333 N 3RD ST
ABILENE,TX79601 		    GENERAL SUPPORT 300,000

FORT CHADBOURNE FOUNDATION

651 FORT CHADBOURNE
BRONTE,TX76933 		    GENERAL SUPPORT 5,000

FOUNDATION FOR CULTURAL REVIEW

900 BROADWAY STE 602
NEW YORK,NY10003 		    GENERAL SUPPORT 40,000

FOUNDATION FOR ECONOMIC EDUCATION

30 S BROADWAY
IRVINGTON,NY10533 		    GENERAL SUPPORT 25,000

FREDERICKSBURG CHORALE

PO BOX 2724
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 10,000

FREDERICKSBURG ISD EDUCATION FOUNDATION

PO BOX 3446
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 50,000

FREDERICKSBURG MUSIC CLUB

PO BOX 1214
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 10,000

FREDERICKSBURG THEATER COMPANY

1668 S US HIGHWAY 87
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 10,000

FREDERICKSBURG UNITED METHODIST CHURCH FOUNDATION

1800 N LLANO ST
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 500

FREDERICKSBURG VFD

126 W MAIN STREET
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 5,000

FREDERICKSBURG YOUNG LIFE

PO BOX 1367
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 25,000

FRIENDS FOR LIFE

301 OAK ST
ABILENE,TX79602 		    GENERAL SUPPORT 25,000

FRIENDS OF THE LIBRARY

318 CEDAR ST STE 6
ABILENE,TX79601 		    GENERAL SUPPORT 500

FRIENDS OF THE MASON COUNTY COURTHOUSE

PO BOX 40
MASON,TX76856 		    GENERAL SUPPORT 500,000

FRONTIER TEXAS

625 NORTH FIRST STREET
ABILENE,TX79601 		    GENERAL SUPPORT 15,000

FUND FOR AMERICAN STUDIES

1706 NEW HAMPSHIRE AVENUE NW
WASHINGTON,DC20009 		    GENERAL SUPPORT 30,000

GILLESPIE COUNTY COMMITTEE ON AGING

1009 N LINCOLN STREET
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 20,000

GILLESPIE COUNTY HISTORICAL SOCIETY INC

325 W MAIN
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 31,000

GOOD SAMARITAN CENTER

140 INDUSTRIAL LOOP STE100
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 75,000

GOODWILL INDUSTRIES OF DALLAS

3020 N WESTMORELAND ROAD
DALLAS,TX75212 		    GENERAL SUPPORT 25,000

GREATER AMARILLO YOUNG LIFE

3001 WOLFLIN
AMARILLO,TX79109 		    GENERAL SUPPORT 10,000

HABITAT FOR HUMANITY OF ABILENE TEXAS

101 FULWILER
ABILENE,TX79603 		    GENERAL SUPPORT 50,000

HARDIN SIMMONS UNIVERSITY

HSU BOX 16000
ABILENE,TX79698 		    GENERAL SUPPORT 250,000

HARMONY FAMILY SERVICES

305 GRAPE STREET
ABILENE,TX79601 		    GENERAL SUPPORT 1,000

HARPER ISD

PO BOX 68
HARPER,TX78631 		    GENERAL SUPPORT 30,785

HEART OF TEXAS FOUNDATION

PO BOX 110
BELLVILLE,TX77418 		    GENERAL SUPPORT 150,000

HENDRICK CHILDREN'S HOSPITAL

1900 PINE ST JONES BLDG 5TH FL
ABILENE,TX79601 		    GENERAL SUPPORT 5,000

HENDRICK HOME FOR CHILDREN

2758 JEANETTE STREET
ABILENE,TX79602 		    GENERAL SUPPORT 5,000

HERITAGE SCHOOL

PO BOX 1217
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 1,000

HILL CO UNIVERSITY CENTER FOUNDATION

2818 E US HIGHWAY 290
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 22,400

HILL COUNTRY CASA

PO BOX 290965
KERRVILLE,TX78029 		    GENERAL SUPPORT 5,000

HILL COUNTRY COMMUNITY NEEDS COUNCIL

1904 N LLANO
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 100,000

HILL COUNTRY FCA

2981 S STATE HW 16
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 50,000

HILL COUNTRY MEMORIAL HOSPITAL

1020 S STATE HW 16
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 500,000

HILL COUNTRY SPCA

2981 S STATE HW 16
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 10,000

HILL COUNTRY UNIVERSITY CENTER

2818 EAST US HWY 290
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 10,000

HOLY GHOST LUTHERAN CHURCH

109 E SAN ANTONIO ST
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 126,000

HOUSES FOR HEALING

PO BOX 2320
ABILENE,TX79604 		    GENERAL SUPPORT 50,000

HOUSTON GRAND OPERA

510 PRESTON ST
HOUSTON,TX77002 		    GENERAL SUPPORT 1,185,000

I-CAN

1225 CHENILLE CIR
WESTON,FL33327 		    GENERAL SUPPORT 1,600

INDEPENDENT WOMEN'S FORUM

4 WEEMS LANE 312
ARLINGTON,VA22203 		    GENERAL SUPPORT 10,000

INTERCOLLEGIATE STUDIES INSTITUTE

3901 CENTERVILLE ROAD
WILMINGTON,DE19807 		    GENERAL SUPPORT 100,000

JUNIOR ACHIEVEMENT OF ABILENE

301 CYPRESS ST SUITE 310
ABILENE,TX79601 		    GENERAL SUPPORT 35,000

JUNIOR LEAGUE OF ABILENE

774 BUTTERNUT
ABILENE,TX79602 		    GENERAL SUPPORT 2,500

JUST FACTS

3600 FM 1488 RD SUITE 120 248
CONROE,TX77384 		    GENERAL SUPPORT 5,000

KENLEY SCHOOL

1434 MATADOR ST
ABILENE,TX79605 		    GENERAL SUPPORT 50,000

LAURA W BUSH INSTITUTE

1400 WALLACE BLVD
AMARILLO,TX79106 		    GENERAL SUPPORT 25,000

MD ANDERSON

UNIV OF TEXAS PO BOX 4470
HOUSTON,TX77210 		    GENERAL SUPPORT 25,000

MANHATTAN INSTITUTE FOR PUBLIC RESEARCH

52 VANDERBILT AVE
NEW YORK,NY10017 		    GENERAL SUPPORT 250,000

MARCH OF DIMES

402 CYPRESS STREET SUITE 806
ABILENE,TX79601 		    GENERAL SUPPORT 5,000

MCMURRY UNIVERSITY

MCMURRY STATION BOX 98
ABILENE,TX79697 		    GENERAL SUPPORT 3,500

MEALS ON WHEELS

PO BOX 903
ABILENE,TX79604 		    GENERAL SUPPORT 1,000

MEALS ON WHEELS PLUS

PO BOX 903
ABILENE,TX79604 		    GENERAL SUPPORT 2,500

MEDIA RESEARCH CENTER

325 S PATRICK ST
ALEXANDRIA,VA22314 		    GENERAL SUPPORT 75,000

MEN OF NEHEMIAH ABILENE

PO BOX 1043
ABILENE,TX79604 		    GENERAL SUPPORT 100,000

MERCATUS CENTER INC

3834 WASHINGTON BLVD STE 4
ARLINGTON,VA22201 		    GENERAL SUPPORT 50,000

METHODIST HEALTH SYSTEM FOUNDATION

1441 N BUCKLEY
DALLAS,TX75203 		    GENERAL SUPPORT 10,000

MOVING PICTURE INSTITUTE

375 GREENWICH STREET
NEW YORK,NY10013 		    GENERAL SUPPORT 25,000

NATIONAL ASSOCIATION OF SCHOLARS

420 MADISON AVE 7TH FLOOR
NEW YORK,NY10017 		    GENERAL SUPPORT 30,000

NATIONAL CENTER FOR CHILDREN'S ILLUSTRATED LITERATURE

PO BOX 2201
ABILENE,TX79604 		    GENERAL SUPPORT 115,000

NETWORK OF ENLIGHTENED WOMEN

1360 E CAPITOL ST NW
WASHINGTON,DC20003 		    GENERAL SUPPORT 30,000

NOAH PROJECT

5802 TEXAS AVE
ABILENE,TX79605 		    GENERAL SUPPORT 100,000

OLD JAIL ART CENTER

201 S 2ND ST
ALBANY,TX76430 		    GENERAL SUPPORT 60,000

OLDEN VOLUNTEER FIRE DEPARTMENT

500 FM 3363
OLDEN,TX76466 		    GENERAL SUPPORT 5,000

PARENTS TELEVISION COUNCIL

PO BOX 4210
BURBANK,TX91503 		    GENERAL SUPPORT 5,000

PEDERNALES ANIMAL WELFARE SOCIETY

PO BOX 2794
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 1,500

POSITIVE COACHING ALLIANCE

DEPT LA 22216
PASADENA,CA91185 		    GENERAL SUPPORT 10,000

PRAGER UNIVERSITY FOUNDATION

15021 VENTURA BLVD 552
SHERMAN OAKS,CA91403 		    GENERAL SUPPORT 150,000

PREGNANCY RESOURCES OF ABILENE

2110 N WILLIS
ABILENE,TX79603 		    GENERAL SUPPORT 5,000

PRESBYTERIAN MEDICAL CARE MISSION

1857 PINE ST
ABILENE,TX79601 		    GENERAL SUPPORT 7,500

RANGER VOLUNTEER FIRE DEPARTMENT

500 E LOOP 254
RANGER,TX76470 		    GENERAL SUPPORT 5,000

REALCLEAR FOUNDATION

666 DUNDEE RD BLDG 600
CHICAGO,IL60646 		    GENERAL SUPPORT 25,000

REGIONAL VICTIM CRISIS CENTER

310 N WILLIS ST
ABILENE,TX79603 		    GENERAL SUPPORT 150,000

RESCUE THE ANIMALS

4620 N FIRST ST
ABILENE,TX79603 		    GENERAL SUPPORT 12,500

RISING STAR VOLUNTEER FIRE DEPARTMENT

127 N MAIN
RISING STAR,TX76471 		    GENERAL SUPPORT 5,000

ROTARY CLUB OF ABILENE

PO BOX 5421
ABILENE,TX79604 		    GENERAL SUPPORT 2,500

SCALA FOUNDATION

PO BOX 296
PRINCETON,NJ08542 		    GENERAL SUPPORT 25,000

SEMINARY OF THE SOUTHWEST

501 E 32ND ST
AUSTIN,TX78705 		    GENERAL SUPPORT 50,000

SERENITY FOUNDATION OF TEXAS

150 ORANGE ST
ABILENE,TX79601 		    GENERAL SUPPORT 500,000

SOUTH DAKOTA STATE UNIVERSITY FOUNDATION

815 MEDARY AVE
BROOKINGS,SD57006 		    GENERAL SUPPORT 281,250

SPECIAL OLYMPICS TEXAS

4732 WHIRLWIND DR
SAN ANTONIO,TX78217 		    GENERAL SUPPORT 5,000

ST ANDREW'S EPISCOPAL SCHOOL

1112 W 31ST ST
AUSTIN,TX78705 		    GENERAL SUPPORT 75,000

ST MARK'S EPISCOPAL CHURCH

3301 S 14TH STE 15
ABILENE,TX79605 		    GENERAL SUPPORT 20,000

ST PETER'S LUTHERAN CHURCH

1915 S AUSTIN AVE STE 108
FREDERICKSBURG,TX78624 		    GENERAL SUPPORT 10,000

STAND TOGETHER INC

1320 N COURTHOUSE RD
ARLINGTON,VA22201 		    GENERAL SUPPORT 200,000

STONE OWL INSTITUTE

102 CYPRESS
ABILENE,TX79601 		    GENERAL SUPPORT 92,000

TAYLOR COUNTY ADULT LITERACY COUNCIL

1929 SOUTH 11TH ST
ABILENE,TX79602 		    GENERAL SUPPORT 5,000

TAYLOR COUNTY HISTORY CENTER

133 N WILLIAM STREET
BUFFALO GAP,TX79508 		    GENERAL SUPPORT 15,000

TAYLOR COUNTY VETERANS SERVICE OFFICE

400 OAK STE 170
ABILENE,TX79602 		    GENERAL SUPPORT 1,500

TEXANS FOR THE ARTS FOUNDATION

PO BOX 4549
AUSTIN,TX78765 		    GENERAL SUPPORT 1,000

TEXAS BUSINESS HALL OF FAME

675 BERING DRIVE SUITE 200
HOUSTON,TX77057 		    GENERAL SUPPORT 5,000

TEXAS GOLF HALL OF FAME

2315 AVENUE B
SAN ANTONIO,TX78215 		    GENERAL SUPPORT 16,667

TEXAS RAMP PROJECT

PO BOX 832065
RICHARDSON,TX75083 		    GENERAL SUPPORT 12,500

TEXAS STATE HISTORY MUSEUM FOUNDATION

PO BOX 12456
AUSTIN,TX78711 		    GENERAL SUPPORT 10,000

TEXAS TECH FOUNDATION INC

1508 KNOXVILLE AVE STE 208
LUBBOCK,TX79409 		    GENERAL SUPPORT 100,000

THE AMERICAN SPECTATOR FOUNDATION

PO BOX 320399
ALEXANDRIA,VA22320 		    GENERAL SUPPORT 10,000

THE FEDERALISTS SOCIETY FOR LAW AND PUBLIC POLICY STUDIES

1776 I STREET NW STE 300
WASHINGTON,DC20006 		    GENERAL SUPPORT 5,000

THE FORT GRIFFIN FANDANGLE

PO BOX 2017
ALBANY,NY76430 		    GENERAL SUPPORT 50,000

THE GRACE MUSEUM

102 CYPRESS ST
ABILENE,TX79601 		    GENERAL SUPPORT 88,600

THE HERITAGE FOUNDATION

214 MASSACHUSETTS AVENUE NE
WASHINGTON,DC20002 		    GENERAL SUPPORT 100,000

THE LEADERSHIP INSTITUTE

1101 NORTH HIGHLAND STREET
ARLINGTON,TX22201 		    GENERAL SUPPORT 330,000

THE REGIS SCHOOL OF THE SACRED HEART

7330 WESTVIEW DR
HOUSTON,TX77055 		    GENERAL SUPPORT 50,000

THE SALVATION ARMY OF ABILENE

1726 BUTTERNUT ST
ABILENE,TX79602 		    GENERAL SUPPORT 350,000

TLR FOUNDATION

1701 BRUN ST
HOUSTON,TX77019 		    GENERAL SUPPORT 100,000

TSTC FOUNDATION

3801 CAMPUS DR
WACO,TX76705 		    GENERAL SUPPORT 90,000

UNITED WAY OF ABILENE

PO BOX 82
ABILENE,TX79604 		    GENERAL SUPPORT 252,500

UNITED WAY OF ABILENE FOUNDATION

240 CYPRESS ST
ABILENE,TX79601 		    GENERAL SUPPORT 200,000

UNIVERSITY OF TEXAS AT AUSTIN

2901 NORTH IH-35 SUITE 4100
AUSTIN,TX78722 		    GENERAL SUPPORT 25,000

VIEW VOLUNTEER FIRE DEPARTMENT

108 GRAND AVE
ABILENE,TX79606 		    GENERAL SUPPORT 25,000

WEST TEXAS REHAB CENTER

4601 HARTFORD ST
ABILENE,TX79605 		    GENERAL SUPPORT 26,500

WEST TEXAS SCIENCE CENTER

3478 CATCLAW DR 102
ABILENE,TX79606 		    GENERAL SUPPORT 1,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001 		    GENERAL SUPPORT 100,000

WREATHS ACROSS AMERICA

PO BOX 249
COLUMBIA FALLS,ME04623 		    GENERAL SUPPORT 500

WYLIE BULLDOGS EDUCATION FOUNDATION

6249 BUFFALO GAP ROAD
ABILENE,TX79606 		    GENERAL SUPPORT 5,000

WYLIE HIGH SCHOOL BAND BOOSTERS

4502 ANTILLEY ROAD
ABILENE,TX79606 		    GENERAL SUPPORT 2,500

YMCA OF ABILENE

3125 S 32ND ST
ABILENE,TX79605 		    GENERAL SUPPORT 3,000

YOUNG LIFE ABILENE

1250 PETROLEUM DR STE B
ABILENE,TX79602 		    GENERAL SUPPORT 40,000
Total .................................right arrow 3a 19,011,836
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		    14 509,154  
4 Dividends and interest from securities ....     14 2,634,994  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property..... 531110 -221,041      
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 211100 12,894,446 14 42,844,659  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,172,488  
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) .. 12,673,405 47,161,295 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
59,834,700
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
DIAN GRAVES OWEN FOUNDATION
EIN:
75-2682536
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX RETURN & AUDITING FEES 52,780 26,390   26,390

TY 2022 InvestmentsCorpStockSchedule
Name:
DIAN GRAVES OWEN FOUNDATION
EIN:
75-2682536
Name of Stock End of Year Book Value End of Year Fair Market Value
ALEXANDRIA REAL ESTATE EQUIT 162,015 170,288
AMERICAN ELECTRIC POWER CO INC 427,862 511,116
AMGEN INCORPORATED 356,094 475,904
APPLE COMPUTER,INC. 424,207 626,522
BLACKROCK INC 244,176 292,664
BLACKSTONE GROUP INC 364,136 528,010
BROADCOM INC COM 332,716 587,646
CAMDEN PROPERTY TRUST 170,012 188,630
CHEVRON CORPORATION 310,735 593,932
CISCO SYSTEMS 344,804 430,951
CITIGROUP 577,610 399,200
COCA-COLA CO 300,094 410,348
COMCAST CORP 347,808 278,116
CONOCOPHILLIPS 292,390 633,896
CVS HEALTH CORP 363,102 501,455
EATON CORP PLC 184,266 366,164
FEDEX CORP 173,040 122,452
HOME DEPOT INC 188,542 306,700
HONEYWELL INTERNATIONAL INC 343,025 502,105
INVITATION HOMES INC 194,860 183,501
JOHNSON & JOHNSON INC 392,494 524,651
JPMORGAN CHASE & CO 681,478 937,627
KLA-TENCOR CORP 95,252 224,710
LOCKHEED MARTIN CORP 333,130 447,571
MCDONALDS CORP 270,735 419,803
MEDTRONIC PLC 404,054 341,813
MERCK & CO INC NEW 456,005 784,860
MICROSOFT CORP 540,509 848,243
MONDELEZ INTL INC 321,712 457,819
NOVARTIS AG 257,967 288,671
PEPSICO INC 337,384 512,713
STARBUCKS CORP 205,788 291,747
STORE CAPITAL CORPORATION 126,626 165,878
UNION PACIFIC CORP 157,145 159,444
VERIZON COMMUNICATIONS INC COM 224,817 170,838
WALMART INC 133,988 140,089
WILLIAMS COS INC 415,584 541,041
AESSF III PRIVATE INVESTORS 107,882 294,447
GIF IV PRIVATE INVESTORS OFFSHORE LP 60,517 19,886
PEG DIGITAL GROWTH FUND OFFSHORE 0 12,625
PEG DIGITAL GROWTH FUND SPECIAL II 860,950 262,562
AERCAP HOLDINGS NV 2,166,526 2,194,407
ALPHABET INC 885,429 1,071,112
AMAZON.COM INC 1,319,864 694,008
BAKER HUGHES CO 1,336,212 1,236,332
BALL CORP 1,801,608 1,215,598
CATALENT INC 1,744,125 1,155,857
CLARIVATE ANALYTICS PLC 1,823,391 881,438
DANAHER CORP 1,099,730 1,615,346
ENTEGRIS INC 740,303 675,577
FERGUSON PLC 482,516 479,312
HALOZYME THERAPEUTICS INC 1,038,911 1,733,629
IQVIA HOLDINGS INC 1,046,913 1,491,394
MARTIN MARIETTA MATERIALS INC 1,317,577 1,313,351
MICROSOFT CORP 1,098,308 1,454,988
PALO ALTO NETWORKS INC 751,512 1,334,561
PROGRESSIVE CORP 1,217,001 1,240,028
SHERWIN WILLIAMS CO 1,309,506 1,266,156
SVD FINANCIAL GROUP 906,913 527,021
VERRA MOBILITYCORP. 674,398 716,752
WELLS FARGO & CO 659,230 1,237,255
CARDINAL HEALTH INC 1,681,724 2,997,930
CONOCOPHILLIPS 2,171,602 11,620,640
FIRST FINANCIAL BANKSHARES INC 1,466,454 6,078,755
MAIN STREET CAPITAL CORP 2,995,516 6,658,222
ARTISAN INTL SM MID FD 1,400,390 1,424,213
BROWN CAP MGMT INTL SM 1,211,802 1,261,451
CAUSEWAY EMERGING MARKET 1,905,024 1,202,620
CAUSEWAY INTERNATIONAL V 3,522,073 4,537,662
WASATCH EMERGING MARKETS 1,039,256 652,723
WCM FOCUSED INTL GROWTH 2,779,704 3,323,299
BERKSHIRE HATHAWAY 329,310 535,324
CHEVRON CORPORATION 67,473 216,465
CITIGROUP 478,484 417,066
DANONE 434,946 350,822
FAIRFAX 425,238 620,896
FEDEX CORP 505,358 456,382
GENERAL MOTORS CO 430,512 451,079
JOHNSON & JOHNSON 328,676 440,565
JP MORGAN CHASE & CO 367,692 483,028
LENNAR CORP 395,405 476,392
LIBERTY GLOBAL INC 574,782 441,042
LUMEN TECHNOLOGIES INC 435,914 193,265
MAGNA INTL INC 325,392 413,710
MICROSOFT CORP 330,153 391,626
POWER CORP CANADA 329,447 397,149
THOR INDUSTRIES 196,678 187,819
VODAFONE 677,740 332,128

TY 2022 InvestmentsOtherSchedule2
Name:
DIAN GRAVES OWEN FOUNDATION
EIN:
75-2682536
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ABILENE ENCAP ETF I, LP AT COST 2,587,150 3,000,871
BBT MASTER FUND LIQ TR AT COST 3,275 0
CARSON/HICKSMUSE LION FUND AT COST 16,109 0
ELLIOTT INT""L LIMITED-HEDGE FD AT COST 6,478,336 6,446,788
FREESTONE METAL PARTNERS AT COST 40,644 176,554
FREESTONE PARTNERS II AT COST 53,611 0
HOG PARTNERSHIP AT COST 583,904 981,486
MANSEFELDT ANCOR PARTNERS AT COST 1,828,527 4,671,908
MANSEFELDT CLEARINGHOUSE PARTNERS AT COST 731 0
MANSEFELDT ENERGY PARTNERS I AT COST 958,981 135,000,000
MANSEFELDT EV FUND XII PARTNERS AT COST 211,231 0
MANSEFELDT FLATROCK MIDSTREAM II AT COST 241,293 452,782
MANSEFELDT FLATROCK MIDSTREAM III AT COST 915,701 3,411,157
MANSEFELDT FLATROCK MIDSTREAM IV AT COST 1,445,362 4,097,989
MANSEFELDT FRASER MCCOMBS VENTURES AT COST 352,356 18,302
MANSEFELDT FUND IX PARTNERS AT COST 3,190,971 5,367,070
MANSEFELDT FUND VIII PARTNERS AT COST 1,820,115 3,918,798
MANSEFELDT FUND VIII PARTNERS CO INVEST AT COST 4,606,297 7,655,538
MANSEFELDT FUND X PARTNERS AT COST 3,491,203 15,743,344
MANSEFELDT FUND XI PARTNERS AT COST 4,282,778 10,894,370
MANSEFELDT GRAYROCK PARTNERS AT COST 614,216 2,414,580
MANSEFELDT PBC III PARTNERS AT COST 69,626 56,024
MANSEFELDT PBC IV PARTNERS AT COST 509,687 806,865
MANSEFELDT PBC V PARTNERS AT COST 1,876,932 2,499,295
MANSEFELDT SILVER HILL III AT COST 1,728,799 3,337,455
MANSEFELDT SLR PARTNERS AT COST 524,812 524,289
MANSEFELDT TC MANAGEMENT AT COST 49,800 48,673
MANSEFELDT TRAILHEAD PRTNRS AT COST 844,266 1,687,425
MANSEFELDT TW MIDSTREAM AT COST 46,262 1,856,117
MANSEFELDT TW MIDSTREAM III AT COST 479,487 4,578,768
NEXLUBE OPERATING LLC AT COST 1,612,344 806,172
RECEPTOR LOGIC AT COST 10,960 0
VALUE HOLDINGS LP AT COST 10,176,158 9,931,484

TY 2022 LandEtcSchedule2
Name:
DIAN GRAVES OWEN FOUNDATION
EIN:
75-2682536
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COMPUTER EQUIPMENT 7,500 7,500 0 0
SOFTWARE 2,150 2,150 0 0
SOFTWARE 1,534 1,534 0 0
SOFTWARE 1,596 1,596 0 0
FURNITURE 5,192 1,113 4,079 4,079
FURNITURE - INVESTMENT 5,192 1,113 4,079 4,079


TY 2022 LegalFeesSchedule
Name:
DIAN GRAVES OWEN FOUNDATION
EIN:
75-2682536
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 20,036 10,018   10,018


TY 2022 OtherDecreasesSchedule
Name:
DIAN GRAVES OWEN FOUNDATION
EIN:
75-2682536
Description Amount
PRIOR PERIOD BASIS ADJUSTMENT 271,333


TY 2022 OtherExpensesSchedule
Name:
DIAN GRAVES OWEN FOUNDATION
EIN:
75-2682536
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES 810,000 0   0
OFFICE & ADMINISTRATIVE EXPENSE 18,555 9,278   9,277
OIL & GAS ROY.DEDS FROM PASSTHROUGH 4,218,990 4,218,990   0
OIL & GAS IDC DEDUCTIONS FROM PASSTHROUGH 9,936,190 0   0
OIL & GAS COST DEPLETION INVESTMENT DEDUCTIONS FROM PASSTHROUGH 299,209 299,209   0
PORTFOLIO DEDUCTS FROM PASSTHROUGH 318,746 318,746   0
OTHER DEDUCTIONS FROM PASSTHROUGH 599,429 0   0
NON-DEDUCTIBLE EXP FROM PASSTHROUGH 26,123 0   0
OIL & GAS COST DEPLETION UBIT DEDUCTIONS FROM PASSTHROUGH 585,569 0   0
PASSTHROUGH RENTAL LOSS 221,041 0   0


TY 2022 OtherIncomeSchedule2
Name:
DIAN GRAVES OWEN FOUNDATION
EIN:
75-2682536
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INC.(LOSS) FROM PASSTHROUGH 1,819,047 1,819,047 1,819,047
OTHER PORTFOLIO INC FROM PASSTHROGH 214,457 214,457 214,457
NON TAX DIVIDEND DIST 23,297 0 23,297
ORDINARY INCOME FROM PASSTHROUGH 11,465,286 0 11,465,286
OTHER INC.(LOSS) UBIT FROM PASSTHROUGH 1,429,160 0 1,429,160
OIL & GAS ROY.INC.FROM PARTNERSHIPS 40,787,858 40,787,858 40,787,858


TY 2022 OtherLiabilitiesSchedule
Name:
DIAN GRAVES OWEN FOUNDATION
EIN:
75-2682536
Description Beginning of Year - Book Value End of Year - Book Value
MANSEFELDT MIDSTREAM PARTNERS 72,653 0
FREESTONE METAL PARTNERS 4,234 0
MANSEFELDT OAK VALLEY 1,524 0
MANSEFELDT PBC VI PARTNERS 0 34,683
ENCAP FUND VII-B 0 0


TY 2022 OtherProfessionalFeesSchedule
Name:
DIAN GRAVES OWEN FOUNDATION
EIN:
75-2682536
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 631,118 631,118   0


TY 2022 TaxesSchedule
Name:
DIAN GRAVES OWEN FOUNDATION
EIN:
75-2682536
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAX EXPENSE 50,784 20,101   30,683
FOREIGN TAXES 44,429 44,429   0