2021-11-15T09:59:34-06:00 2020-12-31 204071508 BUCKNER & TILLEY PC 705 N LORAINE ST MIDLAND TX 79701 990PF 2020-01-01 756034480 BEAL FOUNDATION BEAL 4325714960 104 S PECOS MIDLAND TX 79701 MARK LOWE OFFICER 4325714960 2021-11-11 1 MARK LOWE 999009999 LAURA A BUCKNER P01201396 4326875577 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 69593154 X X 189670 177141 613357 613357 1051215 20786224 1051215 4126559 4126559 5980801 5968272 0 0 0 14055 10541 3514 500497 375373 125124 402950 330917 0 59450 59450 103562 42695 161 1080514 818976 128799 4546500 4546500 5627014 818976 4675299 353787 5149296 3 3 2950663 5388839 5388839 37765450 35231327 48106131 0 509181 509181 1650123 1590673 15589000 42366236 42720023 69593154 0 0 X 0 0 0 0 42366236 42720023 42366236 42720023 42366236 42720023 42366236 353787 0 42720023 0 42720023 RBC MANAGED ACCOUNT 65 P 72033 47985 24048 24048 RBC MANAGED ACCOUNT 65 P 635808 353542 282266 282266 RBC MANAGED ACCOUNT 74 P 239373 285323 -45950 -45950 RBC MANAGED ACCOUNT 74 P 532852 590618 -57766 -57766 RBC MANAGED ACCOUNT 07 P 162691 155662 7029 7029 RBC MANAGED ACCOUNT 07 P 765413 486977 278436 278436 RBC MANAGED ACCOUNT 08 P 568516 624973 -56457 -56457 RBC MANAGED ACCOUNT 08 P 2352716 2297330 55386 55386 RBC MANAGED ACCOUNT 23 P 471792 466916 4876 4876 RBC MANAGED ACCOUNT 23 P 1368930 1301951 66979 66979 RBC MANAGED ACCOUNT 63 P 836841 646979 189862 189862 RBC MANAGED ACCOUNT 63 P 1809444 997154 812290 812290 RBC MANAGED ACCOUNT 69 P 430355 476087 -45732 -45732 RBC MANAGED ACCOUNT 69 P 600427 626422 -25995 -25995 RBC MANAGED ACCOUNT 03 P 9260 9097 163 163 RBC MANAGED ACCOUNT 03 P 396961 328051 68910 68910 RBC MANAGED ACCOUNT 08 P 2449763 2218394 231369 231369 RBC MANAGED ACCOUNT 08 P 3872624 4798774 -926150 -926150 RBC MANAGED ACCOUNT 32 P 256 256 256 RBC MANAGED ACCOUNT 42 P 145330 181497 -36167 -36167 RBC MANAGED ACCOUNT 42 P 495235 566808 -71573 -71573 RBC MANAGED ACCOUNT 57 P 38117 34221 3896 3896 RBC MANAGED ACCOUNT 57 P 135566 129540 6026 6026 RBC MANAGED ACCOUNT 60 P 90921 73687 17234 17234 RBC MANAGED ACCOUNT 60 P 312621 178993 133628 133628 RBC MANAGED ACCOUNT 71 P 592 494 98 98 RBC MANAGED ACCOUNT 71 P 26055 22221 3834 3834 RBC MANAGED ACCOUNT 72 P 15221 15792 -571 -571 RBC MANAGED ACCOUNT 72 P 39565 38687 878 878 RBC MANAGED ACCOUNT 73 P 36666 26326 10340 10340 RBC MANAGED ACCOUNT 73 P 66299 43614 22685 22685 RBC MANAGED ACCOUNT 77 P 13581 14686 -1105 -1105 RBC MANAGED ACCOUNT 77 P 23341 24466 -1125 -1125 RBC MANAGED ACCOUNT 79 P 6912 5111 1801 1801 RBC MANAGED ACCOUNT 79 P 47136 30597 16539 16539 RBC MANAGED ACCOUNT 80 P 8478 9273 -795 -795 RBC MANAGED ACCOUNT 80 P 24299 26989 -2690 -2690 RBC MANAGED ACCOUNT 84 P 95963 95372 591 591 RBC MANAGED ACCOUNT 84 P 137262 128738 8524 8524 RBC MANAGED ACCOUNT 60 P 96099 94217 1882 1882 RBC MANAGED ACCOUNT 60 P 220353 218335 2018 2018 RBC MANAGED ACCOUNT 16 P 109356 103014 6342 6342 RBC MANAGED ACCOUNT 16 P 257532 261241 -3709 -3709 RBC MANAGED ACCOUNT 79 P 230075 161946 68129 68129 RBC MANAGED ACCOUNT 86 P 194146 186009 8137 8137 RBC MANAGED ACCOUNT 86 P 4124 -4124 -4124 RBC MANAGED ACCOUNT 25 P 222015 232334 -10319 -10319 RBC MANAGED ACCOUNT 25 P 102844 114442 -11598 -11598 CAPITAL GAINS DIVIDENDS P 18589 18589 18589 1051215 71575 0 71575 0 71575 65575 0 27000 0 92575 X 0 21000 21000 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A MR MARK LOWE PROSPERITY BANK 4325714960 509 W WALL ST MIDLAND TX 79701 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SPENCER BEAL 104 S PECOS MIDLAND TX 79701 TRUSTEE 0.00 0 0 0 KELLY BEAL 104 S PECOS MIDLAND TX 79701 TRUSTEE 0.00 0 0 0 BARRY BEAL JR 104 S PECOS MIDLAND TX 79701 TRUSTEE 0.00 0 0 0 STUART BEAL 104 S PECOS MIDLAND TX 79701 TRUSTEE 0.00 0 0 0 STEVE SCHORR 104 S PECOS MIDLAND TX 79701 TRUSTEE 0.00 0 0 0 ELIZABETH BEAL DAVENPORT 104 S PECOS MIDLAND TX 79701 CHAIRMAN 0.00 0 0 0 MARK LOWE CO PROSPERITY BANK 509 W WALL ST MIDLAND TX 79701 SECRETARY/TREASURER 0.00 0 0 0 KARLENE BEAL GARBER 104 S PECOS MIDLAND TX 79701 TRUSTEE 0.00 0 0 0 STEVE HOFER CO COTTON BLEDSOE PO BOX 50174 MIDLAND TX 79710 TRUSTEE 0.00 0 0 0 STEPHEN BEAL 104 S PECOS MIDLAND TX 79701 TRUSTEE 0.00 0 0 0 LAURA BUCKNER 705 N LORAINE ST MIDLAND TX 79701 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 44675977 3316419 15589000 63581396 0 0 63581396 953721 62627675 3131384 3131384 71575 71575 3059809 0 3059809 0 3059809 4675299 0 4675299 0 4675299 3059809 0 0 1113475 914612 1100356 3921622 2695823 9745888 4675299 0 0 0 3059809 1615490 0 0 11361378 0 0 0 0 0 0 1113475 10247903 914612 1100356 3921622 2695823 1615490 SPENCER E BEAL 104 S PECOS MIDLAND TX 79701 4326823753 THE BEAL FOUNDATION HAS APPLICATION FORMS WHICH MAY BE OBTAINED FROM MR. BEAL. INFORMATION REQUIRED IS DETAILED IN THE APPLICATION FORM INSTRUCTIONS. REPEAT RECIPIENTS MUST SUBMIT THEIR APPLICATIONS TWO WEEKS PRIOR TO THE SEMI-ANNUAL TRUSTEE MEETINGS HELD ON APRIL 1 AND NOVEMBER 1. FIRST TIME APPLICANTS MUST SUBMIT THEIR APPLICATIONS FOUR WEEKS PRIOR. FOUR WEEKS PRIOR TO APRIL 1 AND NOVEMBER 1 FOR NEW APPLICANTS. NO RESTRICTIONS ON GRANTS; HOWEVER, THE BEAL FOUNDATION GIVES FIRST CONSIDERATION TO CHARITABLE ORGANIZATIONS WITHIN THE MIDLAND, TEXAS AREA. GRANTS ARE BASED ON NEED AND AVAILABILITY OF FUNDS WITHIN THE FOUNDATION. ABILENE BALLET THEATRE 1265 N 2ND ABILENE TX 79601 PC OPERATING FUNDS 10000 AGAPE COUNSELING SERVICES OF WEST TEXAS 3500 NORTH A STREET SUITE 2400 MIDLAND TX 79705 PC OPERATING FUNDS 45000 AMERICAN DIABETES ASSOCIATION 8008 SLIDE RD 12A LUBBOCK TX 79242 PC OPERATING FUNDS 20000 APHASIA CENTER OF WEST TEXAS INC 5214 THOMASON DR MIDLAND TX 79703 PC OPERATING FUNDS 15000 ASPEN COUNTRY DAY SCHOOL 85 COUNTRY DAY WAY ASPEN CO 81611 PC OPERATING FUNDS 15000 ASPEN VALLEY HOSPITAL FOUNDATION 401 CASTLE CREEK RD ASPEN CO 81611 PC OPERATING FUNDS 15000 BIG BROTHERS BIG SISTERS OF MIDLAND INC 714 W LOUISIANA AVE MIDLAND TX 79701 PC OPERATING FUNDS 25000 BIG COUNTRY HOME EDUCATORS PO BOX 6861 ABILENE TX 79608 PC OPERATING FUNDS 20000 BOYS & GIRLS CLUB OF MIDLAND PO BOX 284 MIDLAND TX 79702 PC OPERATING FUNDS 15000 BRONTE INDEPENDENT SCHOOL DISTRICT 210 JEFFERSON STREET BRONTE TX 76933 PC OPERATING FUNDS 20000 BUCKNER CHILDREN AND FAMILY SERVICES 425 W PECAN ST MIDLAND TX 79705 PC OPERATING FUNDS 20000 BYNUM SCHOOL PO BOX 80175 MIDLAND TX 79708 PC OPERATING FUNDS AND CAPITAL FUNDS 40000 CASA DE AMIGOS OF MIDLAND 1101 E GARDEN LANE MIDLAND TX 79701 PC OPERATING FUNDS 18000 CASA OF WEST TEXAS 1611 W TEXAS AVE MIDLAND TX 79701 PC CAPITAL FUNDS 50000 CENTERS FOR CHILDREN AND FAMILIES 3701 ANDREWS HWY MIDLAND TX 79703 PC OPERATING FUNDS 31000 CHRIST CHURCH ANGLICAN 5501 N MIDKIFF RD MIDLAND TX 79705 PC OPERATING FUNDS 150000 CHRISTMAS IN ACTION MIDLAND PO BOX 3744 MIDLAND TX 79702 PC OPERATING FUNDS 14000 COM AQUATICS INC 3003 N A ST MIDLAND TX 79705 PC CAPITAL FUNDS 10000 COMMUNITIES IN SCHOOLS OF THE PERMIAN BASIN PO BOX 10532 MIDLAND TX 79702 PC OPERATING FUNDS 30000 COMMUNITY BIBLE STUDY 790 STOUT RD COLORADO SPRINGS CO 80921 PC OPERATING FUNDS 3000 COMMUNITY CHILDREN'S CLINIC PO BOX 3328 MIDLAND TX 79702 PC OPERATING FUNDS 20000 CRIME STOPPERS OF MIDLAND INC PO BOX 1882 MIDLAND TX 79702 PC OPERATING FUNDS 9000 EAST WEST MINISTRIES 2001 W PLANO PKWY STE 3000 PLANO TX 75075 PC OPERATING FUNDS 10000 EDUCATE MIDLAND 3500 NORTH A STREET STE 2700 MIDLAND TX 79705 PC OPERATING FUNDS 10000 EMMANUEL CHAPEL P O BOX 301 SOUTH FORK CO 81154 PC OPERATING FUNDS 10000 FAIR HAVENS 2400 WHITMIRE BLVD STE 100 MIDLAND TX 79705 PC OPERATING FUNDS 10000 FAMILY PROMISE OF MIDLAND 3500 NORTH A STREET MIDLAND TX 79705 PC OPERATING FUNDS 35000 FELLOWSHIP OF CHRISTIAN ATHLETES 3500 NORTH A STREET STE 2600 MIDLAND TX 79705 PC OPERATING FUNDS 20000 FIRST PRESBYTERIAN CHURCH MIDLAND 800 W TEXAS AVE MIDLAND TX 79701 PC OPERATING FUNDS 346000 FOCUS ON THE FAMILY 8605 EXPLORER DRIVE COLORADO SPRINGS CO 80902 PC OPERATING FUNDS 10000 FORT CHADBOURNE FOUNDATION 651 FORT CHADBOURNE ROAD BRONTE TX 76933 PC OPERATING FUNDS 10000 FREE WHEELCHAIR MISSION PO BOX 52001 DEPT 921 PHOENIX AZ 85072 PC OPERATING FUNDS 6000 GLADNEY CENTER FOR ADOPTION 410 W OHIO AVE STE 203 MIDLAND TX 79701 PC OPERATING FUNDS 5000 HELPING HANDS OF MIDLAND CO ST STEPHENS 4601 NEELY AVE MIDLAND TX 79707 PC OPERATING FUNDS 30000 HERITAGE SCHOOL 310 SMOKEHOUSE RD FREDERICKSBURG TX 78624 PC OPERATING FUNDS 10000 HIGH SKY CHILDREN'S RANCH 8613 WEST COUNTRY ROAD 60 MIDLAND TX 79707 PC OPERATING FUNDS AND CAPITAL FUNDS 130000 HILLCREST SCHOOL 2800 N A ST MIDLAND TX 79705 PC OPERATING FUNDS AND CAPITAL FUNDS 30000 HOSPICE OF MIDLAND 911 W TEXAS AVE MIDLAND TX 79701 PC OPERATING FUNDS 10000 HOUSTON METHODIST HOSPITAL FOUNDATION PO BOX 4384 HOUSTON TX 77210 PC OPERATING FUNDS 10000 KBC MINISTRIES 16010 UNIVERSITY OAKS SUITE 104 SAN ANTONIO TX 78249 PC OPERATING FUNDS 5000 MANNA HOUSE 1238 FM 359 NORTH BROOKSHIRE TX 77423 PC OPERATING EXPENSES 25000 MANOR PARKINC 2208 NORTH LOOP 250 WEST MIDLAND TX 79705 PC CAPITAL FUNDS 90000 MARC INC 2701 NORTH A ST MIDLAND TX 79705 PC OPERATING FUNDS AND CAPITAL FUNDS 104000 MIDLAND CHILDREN'S REHABILITATION CENTER 802 VENTURA MIDLAND TX 79705 PC OPERATING FUNDS 165000 MIDLAND COLLEGE 3600 N GARFIELD ST MIDLAND TX 79705 PC OPERATING FUNDS AND CAPITAL FUNDS 20000 MIDLAND COMMUNITY THEATRE INC 2000 W WADLEY MIDLAND TX 79705 PC OPERATING FUNDS 15000 MIDLAND COUNTY PUBLIC LIBRARY FOUNDATION 301 W MISSOURI AVE MIDLAND TX 79701 PC OPERATING FUNDS 15000 MIDLAND HABITAT FOR HUMANITY PO BOX 2555 MIDLAND TX 79702 PC OPERATING FUNDS 12000 MIDLAND ISD EDUCATION FOUNDATION PO BOX 73 MIDLAND TX 79702 PC OPERATING FUNDS 15000 MIDLAND MEMORIAL FOUNDATION 400 ROSALIND REDFERN GROVER PARKWAY MIDLAND TX 79701 PC CAPITAL FUNDS 1385000 MIDLAND RAPE CRISIS CENTER & CAC PO BOX 10081 MIDLAND TX 79702 PC OPERATING FUNDS 40000 MISSION AGAPE PO BOX 3419 MIDLAND TX 79702 PC OPERATING EXPENSES 15000 MISSION HEALTH CARE INC 3500 NORTH A STREET SUITE 1300 MIDLAND TX 79705 PC OPERATING FUNDS 25000 MISSION MESSIAH 1213 W 2ND STREET ODESSA TX 79762 PC OPERATING FUNDS 2000 MUSCULAR DISTROPHY ASSOCIATION 600 N MARIENFELD ST SUITE 840 MIDLAND TX 79701 PC OPERATING FUNDS 10000 MUSEUM OF THE SOUTHWEST 1705 W MISSOURI AVE MIDLAND TX 79701 PC OPERATING FUNDS 45000 ODESSA CHRISTMAS IN ACTION INC PO BOX 15075 ODESSA TX 79768 PC CAPITAL FUNDS 8000 OILFIELD CHRISTIAN FELLOWSHIP 4816 RANGEWOOD COURT MIDLAND TX 79707 PC OPERATING FUNDS 2000 PARTNERS RELIEF AND DEVELOPMENT PO BOX 1992 GRAND RAPIDS MI 495011992 PC OPERATING FUNDS 20000 PERMIAN BASIN AREA FOUNDATION - AMY BELL FUND 200 N LORAINE STE 500 MIDLAND TX 79701 PC OPERATING FUNDS 5000 PERMIAN BASIN BE THE CHANGE PO BOX 52643 MIDLAND TX 79710 PC OPERATING FUNDS 10000 PERMIAN BASIN GIFTS OF HOPE PO BOX 1323 MIDLAND TX 79702 PC OPERATING FUNDS 26000 PERMIAN BASIN PETROLEUM MUSEUM 1500 INTERSTATE 20 WEST MIDLAND TX 79701 PC OPERATING FUNDS 10000 POLWARTH MINISTRIES 3512 STURGIS LANE WACO TX 76708 PC OPERATING FUNDS 20000 RECORDING LIBRARY OF WEST TEXAS 3500 NORTH A STREET SUITE 2800 MIDLAND TX 79705 PC OPERATING FUNDS 15000 REDEEMER CHURCH OF MIDLAND 1901 NORTHRUP DR MIDLAND TX 79705 PC OPERATING FUNDS 1500 REFLECTION MINISTRIES OF TEXAS INC PO BOX 52371 MIDLAND TX 79710 PC OPERATING EXPENSE 70000 ROCK THE DESERT MINISTRIES INC PO BOX 61377 MIDLAND TX 79711 PC OPERATING FUNDS 15000 ROPE YOUTH 3500 W GOLF COURSE ROAD MIDLAND TX 79703 PC OPERATING FUNDS 30000 SAFE PLACE OF THE PERMIAN BASIN PO BOX 11331 MIDLAND TX 79702 PC OPERATING FUNDS AND CAPITAL PROJECTS 395000 SAINT JOHN'S HEALTH CENTER FOUNDATION 2121 SANTA MONICA BLVD SANTA MONICA CA 90404 PC OPERATING EXPENSE 25000 SALVATION ARMY PO BOX 594 MIDLAND TX 79702 PC OPERATING FUNDS 10000 SAMARITAN COUNSELING CENTER PO BOX 60312 MIDLAND TX 79711 PC OPERATING FUNDS 51000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PC OPERATING FUNDS 10000 SENIOR LINK MIDLAND PO BOX 80519 MIDLAND TX 79708 PC OPERATING FUNDS 50000 SIBLEY ENVIRONMENTAL LEARNING CENTER FOUNDATION 1307 E WADLEY AVE MIDLAND TX 79705 PC OPERATING FUNDS 10000 SOUTHWEST TEXAS PRISON MINISTRY & FAMILY OUTREACH PO BOX 683 IRAAN TX 79744 PC OPERATING FUNDS 15000 ST STEPHENS CATHOLIC CHURCH 4601 NEELY AVE MIDLAND TX 79707 PC OPERATING EXPENSE 20000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS 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LIFE MIDLAND 925 W WADLEY AVE MIDLAND TX 79705 PC OPERATING FUNDS AND CAPITAL FUNDS 55000 4546500 0 14 189670 14 613357 14 4126559 18 1051215 0 5980801 0 5980801 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 14055 10541 3514 INVESTMENT SECURITIES 35231327 48106131 VELOCIS FUND III AT COST 509181 509181 OIL & GAS PRODUCING ROYALTY 3632329 3632329 15589000 ACCUMULATED DEPLETION -1982206 -2041656 0 MEETINGS AND ADMINISTRATIVE 629 472 157 ROYALTY PRODUCTION EXPENSES 42210 42210 0 POSTAGE 17 13 4 NONDEDUCTIBLE EXPENSE 9125 0 0 VELOCIS FUND NONDEDUCTIBLE EXPENSE 51581 0 0 OIL & GAS ROYALTY INCOME 4122202 4122202 4122202 OTHER INVESTMENT INCOME 4266 4266 4266 SETTLEMENTS 91 91 91 INVESTMENT MANAGEMENT FEES 500497 375373 125124 AD VALOREM TAX 124194 124194 0 ROYALTY PRODUCTION TAX 194882 194882 0 FOREIGN TAX ON DIVIDENDS 11841 11841 0 STATE TAX WITHHELD ROYALTY 33 0 0 FEDERAL EXCISE TAX 72000 0 0