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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 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$72,241,992J 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      
4 Dividends and interest from securities... 1,656,650 1,656,650  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,564,381
b Gross sales price for all assets on line 6a 1,564,381
7 Capital gain net income (from Part IV, line 2)... 1,564,381
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
4,647,339 4,533,724 0
12 Total. Add lines 1 through 11........ 7,868,370 7,754,755 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 147,136 77,982 0 58,854
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
25,195 23,431 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,899 11,066 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
236,778 230,778 0 6,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
322,676 223,983 0 3,144
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
8,479 8,479 0
20 Occupancy.............. 84,152 78,262 0 0
21 Travel, conferences, and meetings....... 9,965 0 0 9,965
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
170,667 89,112 0 352
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,016,947 743,093 0 78,315
25 Contributions, gifts, grants paid....... 3,430,208 3,430,208
26 Total expenses and disbursements. Add lines 24 and 25 4,447,155 743,093 0 3,508,523
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,421,215
b Net investment income (if negative, enter -0-) 7,011,662
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 380,813 342,131 342,131
2 Savings and temporary cash investments......... 3,568,802 4,660,377 4,660,377
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)....... 32,222,417 Click to see attachment
List of Attached Documents:
// Content
33,392,856 		45,236,943
c Investments—corporate bonds (attach schedule)....... 12,951,866 Click to see attachment
List of Attached Documents:
// Content
12,789,334 		12,882,341
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).......... 500,000 Click to see attachment
List of Attached Documents:
// Content
1,999,904 		8,964,345
14 Land, buildings, and equipment: basis right arrow43,598
Less: accumulated depreciation (attach schedule) right arrow37,285 2,042 Click to see attachment
List of Attached Documents:
// Content
6,313 		6,313
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
14 		Click to see attachment
List of Attached Documents:
// Content
14 		Click to see attachment
List of Attached Documents:
// Content
149,542
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 49,625,954 53,190,929 72,241,992
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................   6,496
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
341 		Click to see attachment
List of Attached Documents:
// Content
183
23 Total liabilities (add lines 17 through 22)......... 341 6,679
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........ 49,625,613 53,184,250
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)..... 49,625,613 53,184,250
30 Total liabilities and net assets/fund balances (see instructions). 49,625,954 53,190,929
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
49,625,613
2
Enter amount from Part I, line 27a .....................
2
3,421,215
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
137,422
4
Add lines 1, 2, and 3 ..........................
4
53,184,250
5
Decreases not included in line 2 (itemize) right arrow
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
53,184,250
Form 990-PF (2024)
Form 990-PF (2024)
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        
b        
c
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 294,557     294,557
b 1,269,824     1,269,824
c
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       294,557
b       1,269,824
c
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 1,564,381
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 97,462
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 97,462
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 97,462
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 103,805
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.............. 7 123,805
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.......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 26,343
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow26,343 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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
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:
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 2024 or the taxable year beginning in 2024? 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
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 addressright arrowWWW.BEASLEYFOUNDATION.ORG
14
The books are in care ofright arrowMICHAEL VANDERSLICE Telephone no.right arrow (214) 522-8790

Located atright arrow3811 TURTLE CREEK BLVD SUIT 940DALLASTX ZIP+4right arrow752194490
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 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
VICTORIA VANDERSLICE DIRECTOR
1.00 		0 0 0
3811 TURTLE CREEK BLVD SUITE 940
DALLAS,TX75219
MICHAEL VANDERSLICE PRESIDEN, EXEC DIRECTOR & SECRETARY
35.00 		147,136 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
PAM MEFFLEY 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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
57,043,962
b
Average of monthly cash balances.......................
1b
5,036,947
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
62,080,909
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
62,080,909
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
931,214
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
61,149,695
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,057,485
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
3,057,485
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
97,462
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
97,462
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,960,023
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,960,023
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
2,960,023
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
3,508,523
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
3,508,523
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,960,023
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 471,885
b From 2020...... 334,025
c From 2021...... 139,915
d From 2022......  
e From 2023...... 241,981
f Total of lines 3a through e ........ 1,187,806
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,508,523
a Applied to 2023, 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 2024 distributable amount..... 2,960,023
e Remaining amount distributed out of corpus 548,500
5 Excess distributions carryover applied to 2024. 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 1,736,306
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		471,885
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,264,421
10 Analysis of line 9:
a Excess from 2020.... 334,025
b Excess from 2021.... 139,915
c Excess from 2022....  
d Excess from 2023.... 241,981
e Excess from 2024.... 548,500
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MICHAEL VANDERSLICE
3811 TURTLE CREEK BLVD SUITE 940
DALLAS,TX75219
(214) 522-8790
bThe form in which applications should be submitted and information and materials they should include:
ELECTRONIC APPLICATION AVAILABLE ON FOUNDATION WEBSITE
cAny submission deadlines:
MARCH 31ST, JUNE 30TH, SEPTEMBER 30TH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
DALLAS AND ITS IMMEDIATE SUBURBS
Form 990-PF (2024)
Form 990-PF (2024)
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

ABILITY CONNECTION

8802 HARRY HINES BLVD
DALLAS,TX75235 		N/A PC GENERAL OPERATING 25,000

AMERICAN CANCER SOCIETY

210 N HALL ST
DALLAS,TX75226 		N/A PC CLINICAL TRIAL MATCHING PROGRAM 150,000

ASCEND DALLAS

1903 ANSON RD
DALLAS,TX75235 		N/A PC NURSE FAMILY PARTNERSHIP PROGRAM 20,000

ASSOCIATION FOR INDEPENDENT LIVING

2826 STOREY LN
DALLAS,TX75220 		N/A PC AFIL WAY PROGRAM (EDUCATIONAL & RESIDENTIAL PROGRAM FOR SPECIAL NEEDS ADULTS) 10,000

AUSTIN STREET CENTER

2929 HICKORY ST
DALLAS,TX75226 		N/A PC NEW DINING SERVICE LINE 75,000

BIG BROTHERS BIG SISTERS GREATER DALLAS

450 E JOHN CARPENTER FRWY 300
IRVING,TX75062 		N/A PC TARGETED ONE-TO-ONE MENTORING WITH MENTAL HEALTH FOCUS 20,000

BOYS & GIRLS CLUBS OF GREATER DALLAS

2907 LINFIELD RD
DALLAS,TX75216 		N/A PC ACADEMIC SUCCESS PROGRAM 15,000

BUCKNER CHILDREN & FAMILY SERVICES

5310 S BUCKNER BLVD
DALLAS,TX75227 		N/A PC FAMILY PATHWAYS PROGRAM 50,000

CC YOUNG SENIOR LIVING

4847 W LAWTHER DR 100
DALLAS,TX75214 		N/A PC SPECIALIZED COMPREHENSIVE WOUND CARE GRANT 25,000

CAFE MOMENTUM

1510 PACIFIC AVE
DALLAS,TX75201 		N/A PC CAFE MOMENTUM ACADEMY FOR JUSTICE-INVOLVED YOUTH 15,000

CAMP SUMMIT INC

17210 CAMPBELL RD STE 180W
DALLAS,TX75252 		N/A PC STAFF RECRUITMENT AND RETENTION PROJECT 30,000

CAMPFIRE FIRST TEXAS

2700 MEACHAM BLVD
FORT WORTH,TX76137 		N/A PC CAMPERSHIPS FOR CAMP EL TESORO 5,000

CANCER SUPPORT COMMUNITY NORTH TEXAS

8196 WALNUT HILL LANE
DALLAS,TX75231 		N/A PC GENERAL OPERATING 60,000

CENTRAL COMMONS CHURCH

4711 WESTSIDE DR
DALLAS,TX75209 		N/A PC MAKING CENTRAL CHRISTIAN CHURCH REFURBISHMENT AND MAINTENANCE (CHURCH SPACE, RENTAL, COMMUNITY CTR, PRE-SCHOOL) 150,000

CHILD CARE GROUP

3000 PEGASUS PARK DRIVE SUITE 800
DALLAS,TX75247 		N/A PC PEGASUS PARK TECHNOLOGY FUNDING PARTNERSHIP 100,000

CHILD POVERTY ACTION LAB

1808 SOUTH GOOD LATIMER EXPRESSWAY
102
DALLAS,TX75226 		N/A PC MAXIMIZING PUBLIC BENEFITS FOR FAMILIES LIVING IN POVERTY 25,000

CHILD PROTECTIVE SERVICES COMMUNITY PARTNERS

7950 ELMBROOK DRIVE
DALLAS,TX75247 		N/A PC PROGRAMS AND PROJECTS THAT BENEFIT ABUSED AND AT-RISK CHILDREN IN NEED 5,000

CHILDREN'S FIRST INC

PO BOX 532147
GRAND PRAIRIE,TX75053 		N/A PC GENERAL COUNSELING 8,000

CHILDREN'S MEDICAL CENTER FOUNDATION

2777 NORTH STEMMONS FREEWAY STE
1700
DALLAS,TX75207 		N/A PC DALLAS PEDIATRIC HOSPITAL CAMPUS 100,000

CITY TEACHING ALLIANCE

1825 MARKET CENTER BOULEVARD SUITE
320
DALLAS,TX75207 		N/A PC CITY TEACHING ALLIANCE - EFFECTIVE TEACHERS FOR DALLAS SCHOOLS 15,000

CLAYTON DABNEY FOR KIDS WITH CANCER

2825 OAK LAWN AVE 192136
DALLAS,TX75219 		N/A PC MEDICINE OF THE HEART 5,000

CONNECTING POINT PARK CITIES

4024 CARUTH BLVD
UNIVERSITY PARK,TX75225 		N/A PC GENERAL OPERATING 15,000

CROSSROADS COMMUNITY SERVICES

4500 S COCKRELL HILL
DALLAS,TX75236 		N/A PC GENERAL OPERATING 10,000

DALLAS AREA HABITAT FOR HUMANITY

2800 N HAMPTON ROAD
DALLAS,TX75212 		N/A PC AFFORDABILITY FUND, NEW HOME CONSTRUCTION, NEIGHBORHOOD UPKEEP 125,000

DALLAS CHILDREN'S ADVOCACY CENTER

5351 SAMUELL BLVD
DALLAS,TX75228 		N/A PC GENERAL OPERATING 70,000

DALLAS CHILDREN'S THEATER

5938 SKILLMAN ST
DALLAS,TX75231 		N/A PC STUDENT MATINEES 50,000

DALLAS FIRST PRESBYTERIAN CHURCH DEVELOPMENT

1835 YOUNG STREET
DALLAS,TX75201 		N/A PC FPC DAY SCHOOL FINANCIAL ASSISTANCE PROGRAM 27,108

DALLAS HOLOCAUST & HUMAN RIGHTS CENTER

211 N RECORD ST 100
DALLAS,TX75202 		N/A PC MUSEUM EXPERIENCE ENDOWMENT FUND 50,000

DALLAS HOPE CHARITIES

6445 CEDAR SPRINGS ROAD
DALLAS,TX75219 		N/A PC HOPE STREET PROGRAM 10,000

DALLAS SYMPHONY ORCHESTRA

2301 FLORA ST
DALLAS,TX75201 		N/A PC DSO EDUCATION PROGRAMS 25,000

DESIGN CONNECT CREATE

2580 WEST CAMP WISDOM ROAD STE
100-PMB 203
GRAND PRAIRIE,TX75052 		N/A PC STEM CAMP FOR GIRLS 10,000

DOWN SYNDROME GUILD OF DALLAS

1702 NORTH COLLINS BOULEVARD SUITE
170
RICHARDSON,TX75080 		N/A PC DSG PROGRAMS AND EVENTS 5,000

EDUCATIONAL OPPORTUNITIES INC

3419 WESTMINSTER AVE 218
DALLAS,TX75205 		N/A PC COLLEGE SCHOLARSHIPS FOR LOW INCOME DISD STUDENTS 9,000

ENCORE PARK DALLAS

1835 YOUNG STREET
DALLAS,TX75201 		N/A PC ENCORE PARK CAPITAL CAMPAIGN 75,000

ENVISION DALLAS

4306 CAPITOL AVE
DALLAS,TX75204 		N/A PC ENVISION THE POSSIBILITIES: A CAMPAIGN FOR ENVISION DALLAS 100,000

EQUEST

811 PEMBERTON HILL ROAD BLDG 4
DALLAS,TX75217 		N/A PC EQUEST INFRASTRUCTURE IMPROVEMENT 25,000

EXODUS MINISTRIES

4630 MUNGER AVE
DALLAS,TX75204 		N/A PC PROGRAMS FOR FORMERLY INCARCERATED MOTHERS 5,000

FAMILY COMPASS

4210 JUNIUS ST
DALLAS,TX75246 		N/A PC HOME MENTORING PROGRAM 25,000

FAMILY GATEWAY

1421 WEST MOCKINGBIRD LANE SUITE C
DALLAS,TX75247 		N/A PC EMERGENCY SHELTER & OVERFLOW PROGRAM FOR FAMILIES WITH CHILDREN EXPERIENCING HOMELESSNESS 30,000

FOR OAK CLIFF

907 E LEDBETTER DR
DALLAS,TX75216 		N/A PC GENERAL OPERATING 50,000

GENESIS WOMEN'S SHELTER & SUPPORT

4411 LEMMON AVE STE 201
DALLAS,TX75219 		N/A PC GENESIS CHILDREN'S PROGRAM 10,000

GILMONT CAMP & CONFERENCE CENTER

6075 STATE HWY 155 N
GILMER,TX75644 		N/A PC CAPITAL CAMPAIGN 70,000

GOOD SAMARITANS OF GARLAND

214 N 12TH ST
GARLAND,TX75040 		N/A PC FUELING AND FEEDING A "SILENT PANDEMIC" GRANT 22,600

GOODWILL INDUSTRIES OF DALLAS

3020 NORTH WESTMORELAND ROAD
DALLAS,TX75212 		N/A PC WORKFORCE DEVELOPMENT CAPITAL CAMPAIGN 125,000

GRANT HALLIBURTON FOUNDATION

6390 LYNDON B JOHNSON FRWY 100
DALLAS,TX75240 		N/A PC MENTAL HEALTH EDUCATION AND THRIVE PROGRAM FOR CHILDREN & YOUTH 7,500

GREATER DALLAS YOUTH ORCHESTRA

36360 HARRY HINES BLVD
DALLAS,TX75219 		N/A PC CAPACITY BUILDING PROGRAMS WITHIN DALLAS AND IRVING ISDS 10,000

HEALTHY FUTURES OF TEXAS

2300 W COMMERCE ST STE 212
SAN ANTONIO,TX78207 		N/A PC HEALTH FUTURES FOR TEXAS TEENS 15,000

HELPING HANDS OF ENNIS

PO BOX 472
ENNIS,TX75210 		N/A PC OPERATING SUPPORT 5,000

HEROES FOR CHILDREN

6010 W SPRING CREEK PKWY
PLANO,TX75093 		N/A PC FAMILY IMPACT PROGRAMS 25,000

HHM HEALTH

PO BOX 741524
DALLAS,TX75374 		N/A PC PERSONALIZED HEALTHCARE FOR THE UNINSURED AND UNDERINSURED OF DALLAS 10,000

HOPE CLINIC

800 SOUTH 6TH STREET
GARLAND,TX75040 		N/A PC FREE WRAPAROUND HEALTHCARE IN THE GARLAND AREA 25,000

HOPE COTTAGE

609 TEXAS ST
DALLAS,TX75204 		N/A PC PARENTING SUPPORT PROGRAM AT HOPE COTTAGE 15,000

HOPE SUPPLY CO

10480 SHADY TRAIL STE 104
DALLAS,TX75220 		N/A PC CRITICAL NEEDS PROGRAM FOR HOMELESS AND AT-RISK INFANTS AND TODDLERS IN DALLAS COUNTY 5,000

HOPE'S DOORNEW BEGINNING

860 F AVE STE 100
PLANO,TX75074 		N/A PC REACH: RESILIENCE, EMPOWERMENT, ADVOCACY, CARE & HEALING FOR DOMESTIC VIOLENCE VICTIMS 10,000

INTERFAITH FAMILY SERVICES

5600 ROSS AVE
DALLAS,TX75206 		N/A PC TRANSITIONAL HOUSING PROGRAM 10,000

IT'S A SENSORY WORLD INC

13617 NEUTRON ROAD
FARMERS BRANCH,TX75244 		N/A PC IT'S A SENSORY WORLD SUMMER CAMP 25,000

JULLIETTE FOWLER COMMUNITIES

1234 ABRAMS ROAD
DALLAS,TX75214 		N/A PC HOUSING & SUPPORT SERVICES FOR VULNERABLE YOUTH 20,000

KIDLINKS

2904 FLOYD STREET
DALLAS,TX75204 		N/A PC MUSIC THERAPY FOR CHILDREN WITH DEVELOPMENTAL CHALLENGES 5,000

LEGAL HOSPICE OF TEXAS

1825 MARKET CENTER BOULEVARD SUITE
550
DALLAS,TX75207 		N/A PC LEGAL SERVICES TO QUALIFIED LOW-INCOME RESIDENTS WITH TERMINAL ILLNESSES OR HIV IN DALLAS 2,500

MANEGAIT

3160 NORTH CUSTER ROAD
MCKINNEY,TX75071 		N/A PC THE BEACON PROJECT 25,000

METROCREST SERVICES

1145 N JOSEY LN
CARROLTON,TX75006 		N/A PC NO CHILD HUNGRY PROGRAM 15,000

MY POSSIBILITIES

3601 MAPLESHADE LANE
PLANO,TX75075 		N/A PC LIFE LONG LEARNING PROGRAM 50,000

NEW FRIENDS NEW LIFE

6060 N CENTRAL EXPY
DALLAS,TX75206 		N/A PC PROGRAMS FOR FORMERLY TRAFFICKED WOMEN AND THEIR CHILDREN 15,000

NEXUS RECOVERY

8733 LA PRADA DR
DALLAS,TX75228 		N/A PC SUBSTANCE ABUSE PROGRAMS AND TREATMENTS 40,000

NORTH TEXAS FOOD BANK

4500 COCKRELL HILL RD
DALLAS,TX75236 		N/A PC FOOD PANTRY PURCHASES 250,000

ONESIGHT ESSILORLUXOTTICA FOUNDATION

ITC 13455 BRANCHVIEW LANE
DALLAS,TX75234 		N/A PC TEXAS MOBILE VISION CLINICS 10,000

OUT TEACH

1 THOMAS CIRCLE NORTHWEST SUITE 700
WASHINGTON,DC20005 		N/A   OUT TEACH PROGRAMS 10,000

PARKLAND HEALTH FOUNDATION

1341 W MOCKINGBIRD LN SUITE 1100E
DALLAS,TX75247 		N/A PC PEDIATRIC BEHAVIORAL HEALTH 62,500

PEDIPLACE

7989 BELT LINE ROAD 120
DALLAS,TX75248 		N/A PC HEALTHCARE FOR UNINSURED INFANTS AND TODDLERS 7,500

PEROT MUSEUM OF NATURE AND SCIENCE

2201 N FIELD ST
DALLAS,TX75201 		N/A PC EDUCATIONAL OUTREACH PROGRAM 15,000

POETIC

1601 ELM ST
DALLAS,TX75201 		N/A PC POETIC'S 5-SYSTEMS MODEL OF CARE 15,000

READERS 2 LEADERS

2800 N HAMPTON ROAD 120
DALLAS,TX75212 		N/A PC LITERACY PROGRAMS 25,000

RETINA FOUNDATION OF THE SOUTHWEST

9600 N CENTRAL EXPY STE 200
DALLAS,TX75231 		N/A PC STEM CELL LAB RENOVATION 50,000

SCHOLARSHOT

2904 SWISS AVE
DALLAS,TX75204 		N/A PC GENERAL OPERATING 75,000

SHAKESPEARE DALLAS

3630 HARRY HINES BLVD
DALLAS,TX75219 		N/A PC ARTS EDUCATION PROGRAMS 20,000

SIMPLY GRACE

580 WEST ARAPAHO ROAD 208
RICHARDSON,TX75080 		N/A PC TRANSITIONAL LIVING FACILITY IN DALLAS 3,500

SONS OF THE FLAG

12700 PARK CENTRAL DR UNIT 304
DALLAS,TX75251 		N/A PC BURN FELLOWSHIP AT UTSW/PARKLAND 25,000

TEAMCONNOR CHILDHOOD CANCER FOUNDATION

TWO LINCOLN CENTRE 5420 LBJ FREEWAY
STE 1300
DALLAS,TX75240 		N/A PC PEDIATRIC CANCER RESEARCH PROGRAM 10,000

TEXAS HEALTH RESOURCES FOUNDATION

612 E LAMAR BLVD STE 300
ARLINGTON,TX76011 		N/A PC MOBILE HEALTH PROJECT 37,500

TEXAS WOMEN'S FOUNDATION

8510 NORTH CENTRAL EXPRESSWAY SUITE
110
DALLAS,TX75206 		N/A PC REPRODUCTIVE FREEDOM INITIATIVE 100,000

THE DALLAS OPERA

2403 FLORA ST 500
DALLAS,TX75201 		N/A PC PRODUCTION OF PELLEAS AND MELISANDE 50,000

THE FAMILY PLACE

2241 BUTLER STREET
DALLAS,TX75235 		N/A PC EMERGENCY SHELTER SERVICES 50,000

THE MACMILLAN INSTITUTE

518 E WHEATLAND RD
DUNCANVILLE,TX75116 		N/A PC TRANSFORMING EDUCATORS' HEARTS AND MINDS THROUGH SUMMER SEMINARS IN SOUTHERN DALLAS COUNTY 50,000

THE MAGDALEN HOUSE

1302 REDWOOD CIRCLE
DALLAS,TX75218 		N/A PC FIRST STEP PROGRAM 15,000

THE SENIOR SOURCE

3910 HARRY HINES BLVD
DALLAS,TX75219 		N/A PC GENERAL OPERATING 30,000

THE STOREHOUSE OF COLLIN COUNTY

1401 MIRA VISTA BLVD
PLANO,TX75093 		N/A PC NEIGHBORS' PATHWAY OUT OF POVERTY 20,000

THE VISITING NURSE ASSOCIATION OF TEXAS

1420 WEST MOCKINGBIRD LANE SUITE
700
DALLAS,TX75247 		N/A PC MEALS ON WHEELS 50,000

THE WARREN CENTER

320 CUSTER ROAD
RICHARDSON,TX75080 		N/A PC TRANSLATION SERVICES 50,000

THE WELL COMMUNITY

125 SUNSET AVE
DALLAS,TX75208 		N/A PC REOURCES FOR ADULTS WITH MENTAL ILLNESS 10,000

THE WELL MINISTRIES OF DFW

4419 HAMILTON AVE
DALLAS,TX75210 		N/A PC GENERAL OPERATING 25,000

TOGEHTER WE THRIVE

6276 PRESTON CREEK DRIVE
DALLAS,TX75240 		N/A PC LIFE COACHING VULNERABLE YOUTH IN NORTH TEXAS 10,000

UNION GOSPEL MISSION DALLAS

3211 IRVING BLVD
DALLAS,TX75247 		N/A PC SHELTER SERVICES 15,000

UNIVERSITY OF DALLAS

1845 EAST NORTHGATE DRIVE
IRVING,TX750624736 		N/A PC FIRST GENERATION STUDENT PROGRAM 25,000

UT MD ANDERSON CANCER CENTER

1515 HOLCOMBE BLVD
HOUSTON,TX77030 		N/A PC MOONSHOTS PROGRAM FOR PANCREATIC CANCER RESEARCH 75,000

VICKERY TRADING CO

5750 PINELAND DR SUITE 200
DALLAS,TX75231 		N/A PC VTC'S COMPREHENSIVE PROGRAMMING 20,000

VOGEL ALCOVE

1738 GANO STREET
DALLAS,TX75215 		N/A PC VOGEL CHILDCARE CENTER AT REDBIRD 25,000

YOUTH BELIEVING IN CHANGE

8574 STULTS ROAD
DALLAS,TX75243 		N/A PC SUPPORT OF ACADEMIC TUTORING FOR LOW-INCOME CHILDREN IN DALLAS 7,500
Total .................................right arrow 3a 3,430,208
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 1,656,650  
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 ..... 211100 113,615 14 4,533,724  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,564,381  
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) .. 113,615 7,754,755 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,868,370
(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 (2024)
Form 990-PF (2024)
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.
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with the preparer shown below?
See instructions.
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 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 11,899 11,066 0 0

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TY 2024 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 0  
MONROE EXECUTIVE DESK 2010-02-09 1,530 1,530 SL 7.000000000000 0 0 0  
TANNER EXECUTIVE CHAIR 2010-02-10 450 450 SL 7.000000000000 0 0 0  
CONFERENCE TABLE AND CHAIRS 2010-02-01 664 664 SL 7.000000000000 0 0 0  
HP COMPUTER (1 PC & 1 MONITOR) 2010-02-16 730 730 SL 5.000000000000 0 0 0  
TELEPHONE SYSTEM 2010-01-26 976 976 SL 5.000000000000 0 0 0  
COMPUTER SYSTEM 2002-01-01 3,134 3,134 SL 5.000000000000 0 0 0  
TYPEWRITER 2002-01-01 450 450 SL 5.000000000000 0 0 0  
REFRIGERATOR 2011-03-21 250   SL 7.000000000000 0 0 0  
SOFA & SOFA TABLE 2011-12-16 1,931   SL 7.000000000000 0 0 0  
1 PC & 1 MONITOR 2011-03-21 1,000   SL 5.000000000000 0 0 0  
GRAPHICS CARD & TUNER 2011-05-18 130   SL 5.000000000000 0 0 0  
EXT. HARDDRIVES & SOFTWARE 2012-12-10 559 279 SL 5.000000000000 0 0 0  
TOSHIBA COPIER 2012-03-28 2,425 1,212 SL 5.000000000000 0 0 0  
STACY FURNITURE - CABINET 2013-06-30 796 398 SL 7.000000000000 0 0 0  
HAVERTYS FURNITURE - 2 CHAIRS 2013-07-02 620 310 SL 7.000000000000 0 0 0  
HAVERTYS COFFEE TABLE 2013-07-16 470 235 SL 7.000000000000 0 0 0  
LENOVO PC 2014-01-14 713 356 SL 5.000000000000 0 0 0  
SOTWARE - QB RENEWAL & UPDATE 2015-03-27 250 125 SL 3.000000000000 0 0 0  
COAT RACK 2016-09-29 129 64 SL 7.000000000000 0 0 0  
FURNITURE 2023-08-23 101 1 SL 7.000000000000 3 0 14  
COMPUTER EQUIPMENT 2023-02-17 1,952 39 SL 5.000000000000 78 0 390  
SOFTWARE 2023-03-17 9,288 186 SL 5.000000000000 372 0 1,858  
FURNITURE 2024-02-01 11,665   SL 7.000000000000 7,332 0 1,528  
COMPUTER EQUIPMENT 2024-08-23 1,085   SL 5.000000000000 694 0 72  

TY 2024 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 12,789,334 12,882,341

TY 2024 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 33,392,856 45,236,943

TY 2024 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 1,999,904 8,964,345

TY 2024 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  
SOTWARE - QB RENEWAL & UPDATE 250 250 0  
COAT RACK 129 129 0  
FURNITURE 101 85 16  
COMPUTER EQUIPMENT 1,952 1,679 273  
SOFTWARE 9,288 7,988 1,300  
FURNITURE 11,665 7,332 4,333  
COMPUTER EQUIPMENT 1,085 694 391  


TY 2024 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 25,195 23,431 0 0


TY 2024 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
FEDERAL TAX DEPOSIT 14 14 14
ACCRUED REVENUE   0 149,528


TY 2024 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 - LOE, MKTG & TRANSPORT EXPENSES 136,402 57,573 0 0
TELEPHONE 1,409 1,311 0 0
OTHER INSURANCE 9,486 8,822 0 0
INSURANCE 2,155 2,004 0 0
OFFICE 10,883 10,121 0 0
IT SERVICES 8,673 8,066 0 0
BANK CHARGE 1,307 1,215 0 0
MEMORIAL 352 0 0 352


TY 2024 OtherIncomeSchedule2
Name:
THEODORE AND BEULAH BEASLEY FOUNDATION
 
INC
EIN:
75-6035806
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OIL & GAS WORKING INTEREST INCOME 113,615 0  
OIL AND GAS ROYALTY INTEREST INCOME 4,533,481 4,533,481  
OTHER INCOME 243 243  


TY 2024 OtherIncreasesSchedule
Name:
THEODORE AND BEULAH BEASLEY FOUNDATION
 
INC
EIN:
75-6035806
Description Amount
NET UNREALIZED GAIN/(LOSS) 137,422


TY 2024 OtherLiabilitiesSchedule
Name:
THEODORE AND BEULAH BEASLEY FOUNDATION
 
INC
EIN:
75-6035806
Description Beginning of Year - Book Value End of Year - Book Value
PAYROLL LIABILITIES 183 183
CREDIT CARD PAYABLE 158 0


TY 2024 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 236,778 230,778 0 6,000


TY 2024 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 7,861 4,166 0 3,144
PROPERTY TAX 3,533 3,533 0 0
EXCISE TAX 90,312 0 0 0
FOREIGN TAX WITHHELD 8,274 8,274 0 0
OIL & GAS PRODUCTION TAX 212,696 208,010 0 0