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
Amon G Carter Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)201 Main Street 1945
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Fort Worth, TX761023114
A Employer identification number

75-6000331
B Telephone number (see instructions)

(817) 332-2783
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$755,682,363
J 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 1,593,912 1,593,912  
4 Dividends and interest from securities... 10,493,054 10,460,388  
5a Gross rents............ 47,642 47,642  
b Net rental income or (loss) 8,446
6a Net gain or (loss) from sale of assets not on line 10 81,641,302
b Gross sales price for all assets on line 6a 206,053,933
7 Capital gain net income (from Part IV, line 2)... 83,130,912
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 6,698,437 9,151,711 0
12 Total. Add lines 1 through 11........ 100,474,347 104,384,565 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,431,749 627,087   804,662
14 Other employee salaries and wages...... 205,724 90,104   115,620
15 Pension plans, employee benefits....... 137,570 60,254   77,316
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 114,194 34,015 0 64,179
c Other professional fees (attach schedule).... 2,719,246 2,587,619 0 131,627
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,266,706 882,012 0 0
19 Depreciation (attach schedule) and depletion... 315,628 308,856 0
20 Occupancy.............. 122,415 53,616   68,799
21 Travel, conferences, and meetings....... 12,569 569   12,000
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 611,079 527,392 0 64,356
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,936,880 5,171,524 0 1,338,559
25 Contributions, gifts, grants paid....... 40,031,652 40,031,652
26 Total expenses and disbursements. Add lines 24 and 25 47,968,532 5,171,524 0 41,370,211
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 52,505,815
b Net investment income (if negative, enter -0-) 99,213,041
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............. 5,457,279 8,767,823 8,767,823
2 Savings and temporary cash investments......... 12,409,759 24,255,302 24,255,302
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 320,000 450,000 450,000
10a Investments—U.S. and state government obligations (attach schedule) 438,789 Click to see attachment
List of Attached Documents:
// Content
422,405
105,310
b Investments—corporate stock (attach schedule)....... 249,428,583 Click to see attachment
List of Attached Documents:
// Content
302,433,544
447,692,804
c Investments—corporate bonds (attach schedule)....... 439,402 Click to see attachment
List of Attached Documents:
// Content
413,370
221,682
11 Investments—land, buildings, and equipment: basis right arrow18,487,518
Less: accumulated depreciation (attach schedule) right arrow12,344,355 7,264,931 Click to see attachment
List of Attached Documents:
// Content
6,143,163
35,013,564
12 Investments—mortgage loans............. 1,000,000 1,000,000 1,000,000
13 Investments—other (attach schedule).......... 165,975,086 Click to see attachment
List of Attached Documents:
// Content
152,109,235
237,790,176
14 Land, buildings, and equipment: basis right arrow3,040,572
Less: accumulated depreciation (attach schedule) right arrow2,598,595 323,270 Click to see attachment
List of Attached Documents:
// Content
441,977
441,977
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
57,490,447
Click to see attachment
List of Attached Documents:
// Content
56,616,542
Click to see attachment
List of Attached Documents:
// Content
-56,275
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 500,547,546 553,053,361 755,682,363
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 0 0
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........ 431,135,641 477,809,188
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 69,411,905 75,243,973
29 Total net assets or fund balances (see instructions)..... 500,547,546 553,053,161
30 Total liabilities and net assets/fund balances (see instructions). 500,547,546 553,053,161
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
500,547,546
2
Enter amount from Part I, line 27a .....................
2
52,505,815
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
553,053,361
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
553,053,361
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 STCG - SEE ATTACHED SCHEDULE 1 P 2024-01-01 2024-12-31
b LTCG - SEE ATTACHED SCHEDULE 1 P 2023-01-01 2024-12-31
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 5,281,010   3,386,056 1,894,954
b 200,772,923 0 119,536,965 81,235,958
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 0 0 0 1,894,954
b 0 0 0 81,235,958
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 83,130,912
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 1,379,061
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-) Click to see attachment
List of Attached Documents:
// Content
2 0
3 Add lines 1 and 2........................... 3 1,379,061
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,379,061
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,319,633
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 350,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,669,633
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 290,572
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow290,572 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowCA, FL, GA, IL, MA, NY, OK, SC, TX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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.AGCF.ORG
14
The books are in care ofright arrowCHAD M MCNEAL Telephone no.right arrow (817) 332-2783

Located atright arrow201 MAIN ST SUITE 1945FORT WORTHTX ZIP+4right arrow76102
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
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
Yes
 
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
 
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 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
TAMARA H DEAN ASSISTANT SECRETARY/TREASURER
45.00
222,000 54,844 0
201 MAIN STREET SUITE 1945
FORT WORTH,TX761023114
JOHN H ROBINSON EXECUTIVE VICE PRESIDENT
50.00
728,000 56,609 12,000
201 MAIN STREET SUITE 1945
FORT WORTH,TX761023114
CHAD M MCNEAL SENIOR Vice President
45.00
287,000 71,296 0
201 MAIN STREET SUITE 1945
FORT WORTH,TX761023114
MARK L JOHNSON PRESIDENT
5.00
0 0 0
201 MAIN STREET SUITE 1945
FORT WORTH,TX761023114
SHEILA B JOHNSON SECRETARY
5.00
0 0 0
201 MAIN STREET SUITE 1945
FORT WORTH,TX761023114
KATE JOHNSON TREASURER
5.00
0 0 0
201 MAIN STREET SUITE 1945
FORT WORTH,TX761023114
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
MELYNDA WALLACE EXECUTIVE ASSISTANT
37.50
93,780 43,231 0
201 MAIN STREET SUITE 1945
FORT WORTH,TX761023114
KELLY FEARS ASSISTANT CONTROLLER
40.00
111,944 41,057 0
201 Main Street
Fort Worth,TX761023114
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
Fisher Investments Investment Management 1,401,566
13100 Skyline Blvd
Woodside,CA94062
Luther King Capital Management Investment Management 973,142
301 Commerce St Ste 1600
Fort Worth,TX76102
BNY Mellon Investment Management 107,243
500 Grant Street
Pittsburgh,PA15258
The Burgiss Group Investment Software Services 106,704
111 River Street Floor 10
Hoboken,NJ07030
Forvis Mazars LLP Accounting Fees 91,319
14221 Dallas Pkwy Suite 400
Dallas,TX75254
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 NONE  
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
481,428,460
b
Average of monthly cash balances.......................
1b
26,462,915
c
Fair market value of all other assets (see instructions)................
1c
242,644,424
d
Total (add lines 1a, b, and c).........................
1d
750,535,799
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
 
3
Subtract line 2 from line 1d.........................
3
750,535,799
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
11,258,037
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
739,277,762
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
36,963,888
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
36,963,888
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,379,061
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,379,061
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
35,584,827
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
35,584,827
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
35,584,827
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
41,370,211
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
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
41,370,211
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 35,584,827
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, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 4,763,894
c From 2021...... 0
d From 2022...... 0
e From 2023...... 1,409,674
f Total of lines 3a through e ........ 6,173,568
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 41,370,211
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..... 35,584,827
e Remaining amount distributed out of corpus 5,785,384
5 Excess distributions carryover applied to 2024.   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 11,958,952
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......
 
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) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
11,958,952
10 Analysis of line 9:
a Excess from 2020.... 4,763,894
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 1,409,674
e Excess from 2024.... 5,785,384
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).)
Not Applicable
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.
Not Applicable
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:
JOHN H ROBINSON
PO BOX 1036
FORT WORTH,TX761011036
(817) 332-2783
bThe form in which applications should be submitted and information and materials they should include:
INITIAL APPROACH LETTER, ONE COPY OF PROPOSAL
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PRIMARILY LOCAL GIVING TO SUPPORT BENEVOLENT, CHARITABLE, AND EDUCATIONAL UNDERTAKINGS, THE PURPOSE OF WHICH IS CHARITABLE, LITERACY OR EDUCATIONAL.
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

ALEDO EDUCATION FOUNDATION

1008 BAILEY RANCH ROAD
ALEDO,TX76008
NONE PC SPECIAL PROGRAM 7,500

CHESTERTON ACADEMY

4128 DONNELLY
FORT WORTH,TX76107
NONE PC EVENT UNDERWRITING 10,000

CRISTO REY FORT WORTH

2633 ALTAMESA BLVD
FORT WORTH,TX76133
NONE PC FACILITY IMPROVEMENTS 250,000

DALLAS THEOLOGICAL SEMINARY

3909 SWISS AVE
DALLAS,TX75204
NONE PC SCHOLARSHIP SUPPORT 25,000

DAVEY O'BRIEN FOUNDATION

306 WEST 7TH STREET SUITE M-15
FORT WORTH,TX76102
NONE PC EVENT UNDERWRITING 10,000

FORT WORTH CHRISTIAN SCHOOL

6200 HOLIDAY LN
NORTH RICHLAND HILLS,TX76180
NONE PC FACILITY IMPROVEMENTS 75,000

FORT WORTH CRADLE TO CAREER

300 TRINITY CIRCLE CAMPUS SUITE TRT
R 2305
FORT WORTH,TX76102
NONE PC PROGRAM SUPPORT 100,000

FOUNDATION FOR THE YWLA OF FW

401 EAST 8TH STREET
FORT WORTH,TX76102
NONE PC COLLEGE SEARCH SUPPORT 25,000

HILLSDALE COLLEGE

33 EAST COLLEGE STREET
HILLSDALE,MI49242
NONE PC SPEAKER SERIES UNDERWRITING 25,000

JUNIOR ACHIEVEMENT OF THE CHISHOLM TRAIL

6300 RIDGLEA PLACE SUITE 400
FORT WORTH,TX76116
NONE PC PROGRAM EXPANSION 50,000

KEY SCHOOL AND TRAINING CENTER

7950 JOHN T WHITE ROAD
FORT WORTH,TX76120
NONE PC PROGRAM EXPANSION 100,000

LEARNING CENTER OF NORTH TEXAS

101 SUMMIT AVE SUITE 612
FORT WORTH,TX76102
NONE PC SLIDING SCALE SUPPORT 75,000

MCKINNEY EDUCATION FOUNDATION

510 W HEARD STREET
MCKINNEY,TX75069
NONE PC PROGRAM SUPPORT 25,000

RIVERTREE ACADEMY

5439 BONNELL AVENUE
FORT WORTH,TX76107
NONE PC CAPITAL SUPPORT 2,000,000

SOUTHWESTERN EXPOSITION AND LIVESTOCK SHOW

PO BOX 150
FORT WORTH,TX76101
NONE PC SCHOLARSHIP SUPPORT 50,000

STAR SPONSORSHIP PROGRAM

6707 BRENTWOOD STAIR ROAD SUITE 205
FORT WORTH,TX76112
NONE PC SCHOLARSHIP SUPPORT 30,000

TARRANT COUNTY COLLEGE

1500 HOUSTON STREET
FORT WORTH,TX76102
NONE PC CHANCELLOR'S FUND 5,000

TEACH FOR AMERICA

3000 PEGASUS PARK DRIVE SUITE 1045
DALLAS,TX75247
NONE PC PROGRAM SUPPORT 100,000

TEXAS A&M UNIVERSITY

400 BIZZELL STREET
COLLEGE STATION,TX77843
NONE PC GIFT OF LAND 5,750,000

TEXAS CENTER FOR ARTS ACADEMICS

3901 SOUTH HULEN STREET
FORT WORTH,TX76109
NONE PC FACILITY IMPROVEMENTS 85,000

TEXAS CHRISTIAN UNIVERSITY

TCU BOX 297044
FORT WORTH,TX76129
NONE PC MEDICAL SCHOOL SUPPORT 3,000,000

TEXAS CHRISTIAN UNIVERSITY

POST OFFICE BOX 297080
FORT WORTH,TX76129
NONE PC SCHOLARSHIP SUPPORT 41,000

TEXAS CHRISTIAN UNIVERSITY

POST OFFICE BOX 297080
FORT WORTH,TX76129
NONE PC EVENT UNDERWRITING 6,000

TEXAS CHRISTIAN UNIVERSITY

POST OFFICE BOX 297080
FORT WORTH,TX76129
NONE PC CHANCELLOR'S FUND 5,000

TEXAS PUBLIC CHARTER SCHOOLS

3005 SOUTH LAMAR BLVD SUITE D-477
AUSTIN,TX78704
NONE PC OPERATING SUPPORT 25,000

TEXAS WESLEYAN UNIVERSITY

1201 WESLEYAN STREET
FORT WORTH,TX76105
NONE PC CAPITAL SUPPORT 500,000

TEXAS WESLEYAN UNIVERSITY

1201 WESLEYAN STREET
FORT WORTH,TX76105
NONE PC PRESIDENT'S FUND 5,000

BRAZELTON TOUCHPOINTS CENTER

1295 BOYLSTON STREET SUITE 320
BOSTON,MA02215
NONE PC PILOT PROGRAM SUPPORT 150,000

CANCER CARE SERVICES

623 SOUTH HENDERSON STREET
FORT WORTH,TX76104
NONE PC PROGRAM EXPANSION AND MATCH 75,000

CHILDREN'S MEDICAL CENTER FOUNDATION

2777 NORTH STEMMONS FREEWAY SUITE 1
700
DALLAS,TX75207
NONE PC MEDICAL RESEARCH SUPPORT 100,000

COMMUNITY HEALTHCARE OF TEXAS

6100 WESTERN PLACE SUITE 105
FORT WORTH,TX76107
NONE PC PALLIATIVE CARE PILOT PROGRAM 35,000

COOK CHILDREN'S HEALTH FOUNDATION

801 7TH AVENUE
FORT WORTH,TX76104
NONE PC COMMUNITY CLINIC CAPITAL SUPPORT 500,000

COOK CHILDREN'S MEDICAL CENTER

801 7TH AVENUE
FORT WORTH,TX76104
NONE PC CHILDREN'S MEDICAL CAMPS 25,000

CUISINE FOR HEALING

1614 MISTLETOE BLVD
FORT WORTH,TX76104
NONE PC PROGRAM SUPPORT 75,000

CYSTIC FIBROSIS FOUNDATION

2248 CENTRAL DRIVE
BEDFORD,TX76021
NONE PC EVENT UNDERWRITING 5,000

HEALING SHEPHERD CLINIC

1350 EAST LANCASTER
FORT WORTH,TX76102
NONE PC OPERATING SUPPORT 25,000

IMMUNIZATION COLLABORATION OF TARRANT COUNTY

PO BOX 100192
FORT WORTH,TX76185
NONE PC EVENT UNDERWRITING 10,000

JAMES L WEST CENTER FOR DEMENTIA CARE

1111 SUMMIT AVENUE
FORT WORTH,TX76102
NONE PC PILOT PROGRAM SUPPORT 100,000

JEWEL CHARITY

3301 HAMILTON AVENUE SUITE 121
FORT WORTH,TX76107
NONE PC PROGRAM SUPPORT 50,000

LEUKEMIA AND LYMPHOMA SOCIETY

PO BOX 738390
DALLAS,TX75373
NONE PC PILOT PROGRAM SUPPORT 50,000

MANEGAIT THERAPEUTIC RIDING CENTER

4261 E UNIVERSITY DRIVE 30-253
PROSPER,TX75078
NONE PC CAPITAL SUPPORT 500,000

MERCY CLINIC OF FORT WORTH

PO BOX 11557
FORT WORTH,TX76110
NONE PC OPERATING SUPPORT 25,000

METHODIST HEALTH SYSTEM

1441 NORTH BECKLEY AVENUE
DALLAS,TX75224
NONE PC CAPITAL SUPPORT 250,000

NEURO ASSISTANCE FOUNDATION

2320 BRIDGEWOOD DRIVE
KELLER,TX76262
NONE PC PROGRAM SUPPORT 60,000

ONESIGHT ESSILOR LUXOTTICA FOUNDATION

13455 BRANCHVIEW LANE
DALLAS,TX75234
NONE PC VISION SCREENING SUPPORT 50,000

RETINA FOUNDATION

9600 NORTH CENTRAL EXPRESSWAY SUITE
200
DALLAS,TX75231
NONE PC RESEARCH SUPPORT 50,000

RUTLEDGE CANCER FOUNDATION

5608 MALVEY AVENUE SUITE 306
FORT WORTH,TX76107
NONE PC PROGRAM SUPPORT 50,000

SOUTHWESTERN DIABETIC FOUNDATION

PO BOX 918
GAINESVILLE,TX76241
NONE PC MEDICAL CAMP SCHOLARSHIPS 5,000

SPECIAL CAMPS FOR SPECIAL KIDS

4925 GREENVILLE AVENUE SUITE 400
DALLAS,TX75206
NONE PC PROGRAM SUPPORT 10,000

STEPS WITH HORSES

PO BOX 123737
FORT WORTH,TX76121
NONE PC PROGRAM SUPPORT 10,000

SUSAN G KOMEN GREATER FORT WORTH

PO BOX 801889
DALLAS,TX75380
NONE PC EVENT UNDERWRITING 10,000

TARRANT COUNTY ACADEMY OF MEDICINE

555 HEMPHILL STREET SUITE 201
FORT WORTH,TX76104
NONE PC PROJECT ACCESS SUPPORT 50,000

TEXAS HEALTH RESOURCES

612 EAST LAMAR SUITE 300
FORT WORTH,TX76104
NONE PC MOBILE SIMULATION UNIT 500,000

VITAMIN BRIDGE

PO BOX 2843
COPPELL,TX75019
NONE PC PROGRAM EXPANSION 25,000

ALLIED THEATRE GROUP

821 WEST VICKERY BLVD
FORT WORTH,TX76104
NONE PC OPERATING SUPPORT 50,000

AMON CARTER MUSEUM

3501 CAMP BOWIE BLVD
FORT WORTH,TX76107
NONE PC OPERATING SUPPORT 16,725,652

AMPHIBIAN PRODUCTIONS

120 SOUTH MAIN STREET
FORT WORTH,TX76104
NONE PC OPERATING SUPPORT 50,000

BALLET CONCERTO

3803 CAMP BOWIE BOULEVARD
FORT WORTH,TX76107
NONE PC EVENT UNDERWRITING 7,500

CASA MANANA

3101 WEST LANCASTER AVENUE
FORT WORTH,TX76107
NONE PC OPERATING SUPPORT 50,000

CIRCLE THEATRE

230 WEST 4TH STREET
FORT WORTH,TX76102
NONE PC OPERATING SUPPORT 50,000

FORT WORTH MUSEUM OF SCIENCE AND HISTORY

1600 GENDY STREET
FORT WORTH,TX76107
NONE PC OPERATING SUPPORT 100,000

FORT WORTH OPERA ASSOCIATION

1612 SUMMIT AVENUE SUITE 202
FORT WORTH,TX76102
NONE PC PRODUCTION SUPPORT 200,000

FORT WORTH OPERA ASSOCIATION

1612 SUMMIT AVENUE SUITE 202
FORT WORTH,TX76102
NONE PC OPERATING SUPPORT 75,000

FORT WORTH SYMPHONY ORCHESTRA

330 EAST FOURTH STREET SUITE 200
FORT WORTH,TX76102
NONE PC ORCHESTRA ENHANCEMENT 250,000

FORT WORTH SYMPHONY ORCHESTRA

330 EAST FOURTH STREET SUITE 200
FORT WORTH,TX76102
NONE PC OPERATING SUPPORT 100,000

HIP POCKET THEATRE

PO BOX 136758
FORT WORTH,TX76136
NONE PC OPERATING SUPPORT 25,000

JOE BEELER FOUNDATION

1149 FM 2136
CLIFTON,TX76634
NONE PC COWBOY ARTISTS OF AMERICA EVENT 25,000

JUBILEE PLAYERS INC

506 MAIN STREET
FORT WORTH,TX76102
NONE PC OPERATING SUPPORT 50,000

KIDS WHO CARE

1300 GENDY
FORT WORTH,TX76107
NONE PC FACILITY IMPROVEMENTS 50,000

KIDS WHO CARE

1300 GENDY
FORT WORTH,TX76107
NONE PC SPECIAL PROGRAM 35,000

MIMIR CHAMBER MUSIC FESTIVAL

PO BOX 470839
FORT WORTH,TX76147
NONE PC EVENT UNDERWRITING 5,000

NAACP ACT-SO

PO BOX 24398
FORT WORTH,TX76124
NONE PC EVENT UNDERWRITING 5,000

PERFORMING ARTS FORT WORTH

330 EAST 4TH STREET SUITE 300
FORT WORTH,TX76102
NONE PC FACILITY IMPROVEMENTS 50,000

PERFORMING ARTS FORT WORTH

330 EAST 4TH STREET
FORT WORTH,TX76102
NONE PC CHILDREN'S EDUCATIONAL PROGRAM 25,000

PIEDMONT LAND CONSERVANCY

PO BOX 4025
GREENSBORO,NC27404
NONE PC LAND ACQUISITION SUPPORT 100,000

RIVER LEGACY FOUNDATION

703 NW GREEN OAKS BOULEVARD
ARLINGTON,TX76006
NONE PC CURRICULUM DEVELOPMENT 50,000

SCENIC TEXAS

PO BOX 1598
AUSTIN,TX78620
NONE PC PROGRAM SUPPORT 10,000

SOCIETY OF WATERCOLOR ARTISTS FORT WORTH

6938 MESA DRIVE
FORT WORTH,TX76132
NONE PC EVENT UNDERWRITING 25,000

TARRANT COUNTY BLACK HISTORICAL AND GENEALOGICAL SOCIETY

1020 EAST HUMBOLT STREET
FORT WORTH,TX76104
NONE PC EVENT UNDERWRITING 2,500

TEXAS BALLET THEATER

PO BOX 123290
FORT WORTH,TX76121
NONE PC OPERATING SUPPORT 75,000

TEXAS BOYS CHOIR

3901 SOUTH HULEN STREET
FORT WORTH,TX76109
NONE PC OPERATING SUPPORT 5,000

TEXAS CONSERVATION ALLIANCE

PO BOX 822554
DALLAS,TX75382
NONE PC SPECIAL PROJECT 75,000

TEXAS GIRLS CHOIR

4449 CAMP BOWIE BLVD
FORT WORTH,TX76107
NONE PC OPERATING SUPPORT 5,000

UNIVERSITY OF OKLAHOMA

730 VAN VLEET OVAL ROOM 314
NORMAN,OK73019
NONE PC SPECIAL PROJECT 90,000

VAN CLIBURN FOUNDATION

201 MAIN STREET SUITE 100
FORT WORTH,TX76102
NONE PC OPERATING SUPPORT 75,000

YOUTH ORCHESTRA OF GREATER FORT WORTH

4401 TRAIL LAKE DRIVE
FORT WORTH,TX76109
NONE PC OPERATING SUPPORT 5,000

A WISH WITH WINGS

3751 WEST FREEWAY
FORT WORTH,TX76107
NONE PC EVENT UNDERWRITING 5,000

ADERA FOUNDATION

6100 SOUTHWEST BLVD SUITE 103
FORT WORTH,TX76109
NONE PC PROGRAM SUPPORT 10,000

ADVANTAGE ADOPTIONS

6833 DAN DANCIGER ROAD
FORT WORTH,TX76133
NONE PC PROGRAM SUPPORT 10,000

ALLIES IN YOUTH DEVELOPMENT

1315 HIGHWAY 1187 SUITE 115
MANSFIELD,TX76063
NONE PC SPECIAL PROGRAM 50,000

ARLINGTON LIFE SHELTER

325 WEST DIVISION STREET
ARLINGTON,TX76011
NONE PC TECHNOLOGY SUPPORT 75,000

AUTISM TREATMENT CENTER

11651 PLANO ROAD SUITE 100
DALLAS,TX75243
NONE PC EVENT UNDERWRITING 25,000

BIG BROTHERS BIG SISTERS LONE STAR

205 WEST MAIN STREET SUITE 100
IRVING,TX76010
NONE PC PROGRAM SUPPORT 75,000

BOY SCOUTS OF AMERICA LONGHORN COUNCIL

850 CANNON DRIVE
HURST,TX76054
NONE PC EVENT UNDERWRITING 5,000

BOYS AND GIRLS CLUBS OF TARRANT COUNTY

3218 EAST BELKNAP STREET
FORT WORTH,TX76111
NONE PC PROGRAM SUPPORT 5,000

BRIGHTER OUTLOOK

PO BOX 50634
FORT WORTH,TX76105
NONE PC PROGRAM SUPPORT 5,000

CANINE COMPANIONS FOR INDEPENDENCE

7710 LAS COLINAS RIDGE
IRVING,TX75063
NONE PC PROGRAM SUPPORT 200,000

CATHOLIC CHARITIES FORT WORTH

PO BOX 15610
FORT WORTH,TX76119
NONE PC PROGRAM SUPPORT 200,000

CHILD PROTECTION CONNECTION

PO BOX 515775
DALLAS,TX75251
NONE PC PROGRAM SUPPORT 100,000

CHRIST'S HAVEN FOR CHILDREN

4200 KELLER-HASLET ROAD
KELLER,TX76244
NONE PC FACILITY IMPROVEMENTS 50,000

CIRCLE OF FRIENDS

PO BOX 374
COLLEYVILLE,TX76034
NONE PC PROGRAM SUPPORT 5,000

COMMUNIO

5500 CHEROKEE AVENUE SUITE 480
ALEXANDRIA,VA22312
NONE PC PROGRAM EXPANSION 50,000

COMMUNITIES IN SCHOOLS OF GREATER TARRANT CO

5601 BRIDGE STREET SUITE 501
FORT WORTH,TX76112
NONE PC CAPITAL SUPPORT 1,000,000

COMMUNITY CARING CENTER

317 COMMERCE STREET
AZLE,TX76020
NONE PC FACILITY IMPROVEMENTS 50,000

CORNERSTONE ASSISTANCE NETWORK

3500 NOBLE AVENUE
FORT WORTH,TX76111
NONE PC TECHNOLOGY SUPPORT 100,000

CORNERSTONE ASSISTANCE NETWORK

3500 NOBLE AVENUE
FORT WORTH,TX76111
NONE PC LEADERSHIP TRANSITION 100,000

COWTOWN CLUBHOUSE

PO BOX 1292
FORT WORTH,TX76101
NONE PC OPERATING SUPPORT 25,000

DAY RESOURCE CENTER FOR THE HOMELESS

PO BOX 0871
FORT WORTH,TX76101
NONE PC PROGRAM SUPPORT 75,000

DFW INTERFAITH CHAPLAINCY

PO BOX 610445
DFW AIRPORT,TX75261
NONE PC OPERATING SUPPORT 5,000

FAMILY FIRST

5509 W GRAY STREET SUITE 100
TAMPA,FL33609
NONE PC PROGRAM EXPANSION 250,000

FELLOWSHIP OF CHRISTIAN ATHLETES

PO BOX 101824
FORT WORTH,TX76185
NONE PC PROGRAM SUPPORT 50,000

GIRL SCOUTS OF TEXAS OKLAHOMA PLAINS

4901 BRIARHAVEN ROAD
FORT WORTH,TX76109
NONE PC OPERATING SUPPORT 5,000

GUARDIANSHIP SERVICES INC

PO BOX 11481
FORT WORTH,TX76110
NONE PC FACILITY IMPROVEMENTS 50,000

HOPE FARM

865 EAST RAMSEY AVENUE
FORT WORTH,TX76104
NONE PC FACILITY IMPROVEMENTS 55,000

HOUSING OPPORTUNITIES OF FORT WORTH

1065 WEST MAGNOLIA AVENUE SUITE B
FORT WORTH,TX76104
NONE PC OPERATING SUPPORT 50,000

I CAN STILL SHINE

3313 CRITES STREET
HURST,TX76118
NONE PC PROGRAM SUPPORT 25,000

KIDS HOPE USA

201 W WASHINGTON AVENUE SUITE 20
ZEELAND,MI49464
NONE PC PROGRAM SUPPORT 20,000

LADDER ALLIANCE

1100 HEMPHILL SUITE 302
FORT WORTH,TX76104
NONE PC PROGRAM SUPPORT 25,000

LENA POPE HOME

3200 SANGUINET STREET
FORT WORTH,TX76107
NONE PC FACILITY IMPROVEMENTS 125,000

LIVE THANKFULLY

4901 BRYANT IRVIN ROAD NORTH SUITE
300
FORT WORTH,TX76107
NONE PC PROGRAM SUPPORT 25,000

LVT RISE

8201 CALMONT AVENUE
FORT WORTH,TX76116
NONE PC PROGRAM SUPPORT 50,000

MEALS ON WHEELS OF TARRANT COUNTY

5740 AIRPORT FREEWAY
FORT WORTH,TX76117
NONE PC PROGRAM SUPPORT 50,000

METHODIST JUSTICE MINISTRY

750 WEST FIFTH STREET
FORT WORTH,TX76102
NONE PC PROGRAM SUPPORT 75,000

NEW LEAF COMMUNITY SERVICES

PO BOX 100103
FORT WORTH,TX76185
NONE PC CAPITAL SUPPORT 500,000

NORTHSIDE INTER-COMMUNITY AGENCY

1600 CIRCLE PARK BLVD
FORT WORTH,TX76164
NONE PC OPERATING SUPPORT 50,000

PRESBYTERIAN NIGHT SHELTER

PO BOX 2645
FORT WORTH,TX76113
NONE PC CAPITAL SUPPORT 250,000

PROJECT 4031

708 MAY STREET
FORT WORTH,TX76104
NONE PC PROGRAM SUPPORT 25,000

RECOVERY RESOURCE COUNCIL

2700 AIRPORT FREEWAY
FORT WORTH,TX76111
NONE PC CAPITAL SUPPORT 250,000

SAFEHAVEN OF TARRANT COUNTY

1010 NORTH CENTER STREET
ARLINGTON,TX76011
NONE PC FACILITY IMPROVEMENTS 130,000

SALVATION ARMY -TARRANT COUNTY COMMAND

1855 EAST LANCASTER
FORT WORTH,TX76103
NONE PC OPERATING SUPPORT 5,000

SIX STONES MISSION NETWORK

PO BOX 846
HURST,TX76039
NONE PC PROGRAM SUPPORT 100,000

STAR-TELEGRAM CHARITIES

PO BOX 149
FORT WORTH,TX76101
NONE PC GOODFELLOWS FUND 10,000

SUICIDE CRISIS CENTER OF NORTH TEXAS

2808 SWISS AVENUE
DALLAS,TX75204
NONE PC PROGRAM SUPPORT 7,500

TARRANT NET

3221 COLLINSWORTH
FORT WORTH,TX76107
NONE PC EVENT UNDERWRITING 10,000

TASTE PROJECT

1200 SOUTH MAIN
FORT WORTH,TX76104
NONE PC CAPITAL SUPPORT 250,000

TELEIOS APPROACH

1212 SOUTH ADAMS
FORT WORTH,TX76104
NONE PC PILOT PROGRAM 50,000

THERE 4

6203 MILLWOOD COURT
ARLINGTON,TX76016
NONE PC EVENT UNDERWRITING 8,000

UNBOUND NOW

5049 TRAIL LAKE DRIVE
FORT WORTH,TX76133
NONE PC OPERATING SUPPORT 50,000

UNITED COMMUNITY CENTERS

3900 MEADOWBROOK DRIVE
FORT WORTH,TX76103
NONE PC PROGRAM SUPPORT 75,000

UNITED WAY OF METROPOLITAN TARRANT COUNTY

201 NORTH RUPERT STREET SUITE 107
FORT WORTH,TX76107
NONE PC PROGRAM SUPPORT 75,000

UNIVERSITY OF NOTRE DAME

3060 JENKINS NANOVIC HALL
NOTRE DAME,IN46556
NONE PC PILOT PROGRAM 100,000

WARM PLACE

809 LIPSCOMB STREET
FORT WORTH,TX76104
NONE PC EVENT UNDERWRITING 5,000

WEST FORT WORTH CENTER OF HOPE

PO BOX 121308
FORT WORTH,TX76121
NONE PC PROGRAM SUPPORT 50,000

WOMEN'S CENTER

1723 HEMPHILL
FORT WORTH,TX76110
NONE PC PROGRAM SUPPORT 125,000

YES- YOUTH EQUIPPED TO SUCCEED

PO BOX 670863
DALLAS,TX75367
NONE PC PROGRAM SUPPORT 100,000

YMCA--CAMP CARTER

512 LAMAR STREET SUITE 400
FORT WORTH,TX76102
NONE PC FACILITY IMPROVEMENTS 100,000

AMERICAN PRIVATE RADIO

1723-B UNIVERSITY AVENUE 361
OXFORD,MS18655
NONE PC SPECIAL PROGRAM 50,000

BOARD BUILD

201 N RUPERT STREET SUITE 107
FORT WORTH,TX76107
NONE PC PROGRAM EXPANSION 45,000

BROTHERHOOD FOR THE FALLEN

505 WEST FELIX STREET
FORT WORTH,TX76115
NONE PC PROGRAM SUPPORT 25,000

CHAMPIONSHIP BASKETBALL

6410 SOUTHWEST BLVD SUITE 225
FORT WORTH,TX76109
NONE PC EVENT UNDERWRITING 10,000

CNM

6688 N CENTRAL EXPRESSWAY SUITE 102
5
DALLAS,TX75206
NONE PC PROGRAM SUPPORT 25,000

COLSON CENTER FOR CHRISTIAN WORLDVIEW

PO BOX 62160
COLORADO SPRINGS,CO80962
NONE PC PROGRAM EXPANSION 50,000

COMMUNITIES FOUNDATION OF TEXAS

5500 CARUTH HAVEN LANE
DALLAS,TX75225
NONE PC GIVING DAY SUPPORT 50,000

COWTOWN MARATHON

3584 S HILLS AVENUE SUITE 21
FORT WORTH,TX76109
NONE PC PROGRAM SUPPORT 20,000

DISCALCED CARMELITE NUNS

5801 MT CARMEL DRIVE
ARLINGTON,TX76017
NONE PC SPECIAL PROJECTS 30,000

FORT WORTH HISPANIC CHAMBER OF COMMERCE FOUNDATION

1327 NORTH MAIN STREET
FORT WORTH,TX76164
NONE PC SPECIAL PROGRAM 10,000

FORT WORTH PROMOTION AND DEVELOPMENT FUND

PO BOX 8040
FORT WORTH,TX76124
NONE PC EVENT UNDERWRITING 6,000

FORT WORTH REPORT

2003 8TH AVENUE 300
FORT WORTH,TX76110
NONE PC PROGRAM EXPANSION 75,000

GOODMAN INSTITUTE FOR PUBLIC POLICY

6335 W NORTHWEST HIGHWAY 2111
DALLAS,TX75225
NONE PC PROGRAM SUPPORT 50,000

HOGAN TROPHY AWARD FOUNDATION

3735 COUNTRY CLUB CIRCLE
FORT WORTH,TX76109
NONE PC EVENT UNDERWRITING 5,000

HUMANE SOCIETY OF NORTH TEXAS

1840 EAST LANCASTER AVENUE
FORT WORTH,TX76103
NONE PC FACILITY IMPROVEMENTS 50,000

INDEPENDENT INSTITUTE

100 SWAN WAY
OAKLAND,CA94621
NONE PC PROGRAM SUPPORT 10,000

MULTICULTURAL ALLIANCE

PO BOX 12569
FORT WORTH,TX76110
NONE PC EVENT UNDERWRITING 5,000

NATIONAL CHRISTIAN FOUNDATION

4514 COLE AVENUE SUITE 1650
DALLAS,TX75205
NONE PC PROGRAM EXPANSION 25,000

NATIONAL LEADERSHIP FOUNDATION

3149 SOUTH UNIVERSITY DRIVE
FORT WORTH,TX76109
NONE PC PUBLICATION UNDERWRITING 25,000

NORTH TEXAS COMMUNITY FOUNDATION

777 MAIN STREET SUITE 2850
FORT WORTH,TX76102
NONE PC ECONOMIC DEVELOPMENT PARTNERSHIP 125,000

PIONEERS REST CEMETERY ASSOCIATION

PO BOX 100294
FORT WORTH,TX76185
NONE PC FACILITY IMPROVEMENTS 15,000

PRAGER UNIVERSITY FOUNDATION

3389 SHERIDAN STREET 293
HOLLYWOOD,FL33021
NONE PC PROGRAM SUPPORT 100,000

SAVING HOPE FOUNDATION

420 THROCKMORTON STREET 550
FORT WORTH,TX76102
NONE PC PROGRAM SUPPORT 25,000

TEXAS PUBLIC POLICY FOUNDATION

901 CONGRESS AVENUE
AUSTIN,TX78701
NONE PC PROGRAM SUPPORT 50,000

TEXAS VALUES

1005 CONGRESS AVE SUITE 830
AUSTIN,TX78701
NONE PC PROGRAM EXPANSION 75,000

UNIVERSITY LITTLE LEAGUE

1320 S UNIVERSITY DRIVE SUITE 701
FORT WORTH,TX76107
NONE PC FACILITY IMPROVEMENTS 50,000
Total .................................right arrow 3a 40,031,652
bApproved for future payment

SEE ATTACHED SCHEDULE 16
PO BOX 1036
FORT WORTH,TX76101
NONE PC CHARITABLE, LITERACY, OR EDUCATIONAL 19,490,000
Total ................................. right arrow 3b 19,490,000
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 ...........
    14 1,593,912  
4 Dividends and interest from securities .... 901101 32,666 14 10,493,054  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 47,642  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
901101 -1,489,610 18 81,641,302  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOIL AND GAS ROYALTIES
  89,813 15 4,019,873  
bMISCELLANEOUS INCOME     18 12,112,717  
cFROM PASS-THROUGH ACTIVITIES (LOSS) 901101 -2,444,931 18 -9,434,117  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -3,812,062 100,474,383 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
96,662,321
(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)
Yes
 
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
1b(6) 2,000 DOWNTOWN FORT WORTH PAYMENT OF MEMBERSHIP DUES
1b(6) 2,910 FORT WORTH CHAMBER OF COMMERCE PAYMENT OF MEMBERSHIP DUES
1b(6) 350 AICPA PAYMENT OF MEMBERSHIP DUES
1b(6) 2,000 FOUNDATION FINANCIAL OFFICERS GROUP PAYMENT OF MEMBERSHIP DUES
1b(6) 7,500 PHILANTHROPY SOUTHWEST PAYMENT OF MEMBERSHIP DUES
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
Amon G Carter Foundation
EIN:
75-6000331
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES - 990-PF 98,194 34,015 0 64,179
ACCOUNTING FEES - 990-T 16,000 0 0 0

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

TY 2024 DepreciationSchedule
Name:
Amon G Carter Foundation
EIN:
75-6000331
Software ID:
24020961
Software Version:
2024v5.1
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
SEE ATTACHMENT SCHEDULE 6           315,628 308,856    

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

TY 2024 GainLossSaleOtherAssetsSch
Name:
Amon G Carter Foundation
EIN:
75-6000331
Software ID:
24020961
Software Version:
2024v5.1
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
STCG - SEE ATTACHED SCHEDULE 2 2024-01 P 2024-12  
AMON G CARTER FOUNDATION
5,281,010 3,793,238   0 1,487,772 0
LTCG - SEE ATTACHED SCHEDULE 3 2023-01 P 2024-12  
AMON G CARTER FOUNDATION
200,772,923 120,619,393   0 80,153,530 0

TY 2024 InvestmentsCorpBondsSchedule
Name:
Amon G Carter Foundation
EIN:
75-6000331
Software ID:
24020961
Software Version:
2024v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
SEE ATTACHED SCHEDULE 11 413,370 221,682

TY 2024 InvestmentsCorpStockSchedule
Name:
Amon G Carter Foundation
EIN:
75-6000331
Software ID:
24020961
Software Version:
2024v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE ATTACHED SCHEDULE 9 302,433,544 447,692,804

TY 2024 InvestmentsGovtObligationsSch
Name:
Amon G Carter Foundation
EIN:
75-6000331
Software ID:
24020961
Software Version:
2024v5.1
US Government Securities - End of Year Book Value:

422,405
US Government Securities - End of Year Fair Market Value:

105,310
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsLandSchedule2
Name:
Amon G Carter Foundation
EIN:
75-6000331
Software ID:
24020961
Software Version:
2024v5.1
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
SEE ATTACHED SCHEDULE 12 18,487,518 12,344,355 6,143,163 35,013,564

TY 2024 InvestmentsOtherSchedule2
Name:
Amon G Carter Foundation
EIN:
75-6000331
Software ID:
24020961
Software Version:
2024v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED SCHEDULE 14 AT COST 152,109,235 237,790,176

TY 2024 LandEtcSchedule2
Name:
Amon G Carter Foundation
EIN:
75-6000331
Software ID:
24020961
Software Version:
2024v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND 3,040,572 2,598,595 441,977 441,977


TY 2024 OtherAssetsSchedule
Name:
Amon G Carter Foundation
EIN:
75-6000331
Software ID:
24020961
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PREPAID FEDERAL EXCISE TAX 809,633 -59,428 -59,428
CLUB MEMBERSHIP 5,000 0 0
MISCELLANEOUS ASSET 2,997 3,153 3,153
AMON CARTER MUSEUM 56,422,817 56,422,817 0
WATER GARDEN FILM 250,000 250,000 0


TY 2024 OtherExpensesSchedule
Name:
Amon G Carter Foundation
EIN:
75-6000331
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 24,770 10,849 0 13,921
INFORMATION TECHNOLOGY 14,571 6,382 0 8,189
INSURANCE 33,751 14,782 0 18,968
MISCELLANEOUS 17,095 7,487 0 9,608
NON-DEDUCTIBLE EXPENSES 11,042 0 0 0
MAINTENANCE 11,851 5,191 0 6,660
MEALS AND ENTERTAINMENT 16,577 1,279 0 7,010
SPECIAL FEES 35,877 35,877 0 0
ROYALTIES DEDUCTIONS 445,545 445,545 0 0


TY 2024 OtherIncomeSchedule2
Name:
Amon G Carter Foundation
EIN:
75-6000331
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS INCOME 4,019,873 4,019,873 0
ROYALTIES INCOME 12,112,717 12,022,904 0
FROM PASS-THROUGH ACTIVITIES (LOSS) -9,434,153 -6,891,066 0


TY 2024 OtherLiabilitiesSchedule
Name:
Amon G Carter Foundation
EIN:
75-6000331
Software ID:
24020961
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value
FEDERAL INCOME TAX PAYABLE 0  


TY 2024 OtherProfessionalFeesSchedule
Name:
Amon G Carter Foundation
EIN:
75-6000331
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADMINISTRATIVE EXPENSES 32,500 0 0 32,500
INVESTMENT ADVISORY FEES 2,491,416 2,491,416 0 0
COMPUTER CONSULTING 158,738 69,527 0 89,211
MINERALS CONSULTING 650 650 0 0
RETIREMENT PLAN CONSULTING 17,644 7,728 0 9,916
REAL ESTATE CONSULTING 18,298 18,298 0 0


TY 2024 TaxesSchedule
Name:
Amon G Carter Foundation
EIN:
75-6000331
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PRODUCTION TAX 324,522 324,522 0 0
REAL ESTATE TAX 38,204 38,204 0 0
STATE TAXES 40,698 35,065 0 0
AD VALOREM TAX 484,221 484,221 0 0
FEDERAL EXCISE TAX 1,379,061 0 0 0