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GARVEY TEXAS FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
GARVEY TEXAS FOUNDATION INC (EIN 75-6031547)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-29
IRS object ID
202503029349101300
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-29T14:17:44-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752947680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE WALTON GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16100 SOUTHWEST BLVD STE 400AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN756031547EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GARVEY TEXAS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGARVBusinessNameControlTxt
Phone8173355881PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9600AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP761472600ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD F GARVEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8173355881PhoneNum
Signature2025-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK L WALTONPreparerPersonNm
PTINP00194495PTIN
Phone8177311155PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,045,285FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$335,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$757InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$757InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$161,101DividendsRevAndExpnssAmt
Dividends Net Invst Incm$161,101DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$244,474NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$244,474CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$19,556OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$19,556OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$760,888TotalRevAndExpnssAmt
Total Net Invst Incm$425,888TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$975AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,858TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,858TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$56,306OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$56,305OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$59,139TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$58,163TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$975TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$291,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$291,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$350,839TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$58,163TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$292,675TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$410,049ExcessRevenueOverExpensesAmt
Net Investment Income$367,725NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,650CashBOYAmt
Cash EOY$50,975CashEOYAmt
Cash EOYFMV$50,975CashEOYFMVAmt
Other Investments BOY$5,728,226OtherInvestmentsBOYAmt
Other Investments EOY$6,095,950OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,994,310OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,738,876TotalAssetsBOYAmt
Total Assets EOY$6,146,925TotalAssetsEOYAmt
Total Assets EOYFMV$7,045,285TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,000AccountsPayableBOYAmt
Mortgages And Notes Payable BOY$84,700MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$84,700MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$86,700TotalLiabilitiesBOYAmt
Total Liabilities EOY$84,700TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,932,134CapitalStockBOYAmt
Capital Stock EOY$6,267,134CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$279,958RetainedEarningBOYAmt
Retained Earning EOY-$204,909RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,652,176TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,062,225TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,738,876TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,146,925TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,652,176TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$410,049ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,062,225SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,062,225TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyECLIPSE FUND - LTCG FLOW THROUGH FROM K-1PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2024-01-01AcquiredDt
Sold2024-12-31SoldDt
Gain Or Loss$244,474GainOrLossAmt
Gains Minus Excess Or Losses$244,474GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$244,474CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,111InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,111SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,111TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,885EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,885TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,774OverpaymentAmt
Applied To ES Tax$6,774AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRICHARD F GARVEYIndividualWithBooksNm
Phone8173355881PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9600AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76147ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD F GARVEY
PO BOX 9600FORT WORTHTX761472600PRESIDENT2.00$0$0$0
CAROL G SWEAT
PO BOX 9600FORT WORTHTX761472600VICE PRESIDENT2.00$0$0$0
KATHRYN G CAIN
PO BOX 9600FORT WORTHTX761472600VICE PRESIDENT10.00$0$0$0
REECE PETTIGREW
PO BOX 9600FORT WORTHTX761472600TREASURER2.00$0$0$0
JACOB G SWEAT
PO BOX 9600FORT WORTHTX761472600SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,779,539AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,516AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,822,055TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,822,055AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$102,331CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,719,724NetVlNoncharitableAssetsAmt
Minimum Investment Return$335,986MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$335,986MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,111TaxBasedOnInvestmentIncomeAmt
Total Tax$5,111TotalTaxAmt
Distributable Before Adj$330,875DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$330,875DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$330,875DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$292,675ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$292,675QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$330,875DistributableAsAdjustedAmt
Undistributed Income PY$290,232UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$292,675QualifyingDistributionsAmt
Applied To Year1$290,232AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,443AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$328,432UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKATHRYN G CAINRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9600AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP761472600ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8173355881RecipientPhoneNum
Form And Info And MaterialsTHE FOUNDATION DOES NOT MAKE GRANTS, SCHOLARSHIPS, OR LOANS TO INDIVIDUALS. A CHARITABLE ORGANIZATION DESIRING A GIFT SHOULD SUBMIT A RESUME OF ITS PROGRAM, AMOUNT DESIRED, AND A COPY OF THE LATEST EXEMPTION LETTER.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsPREFERENCE IS GIVEN TO QUALIFIED ORGANIZATIONS OPERATING IN THE IMMEDIATE GEOGRAPHIC AREA OF THE FOUNDATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACE SCHOLARSHIPS
5251 DTC PARKWAY SUITE 1150GREENWOOD VILLAGECO80111N/A501(C)(3)CHARITABLE GIVING$3,500
ACH CHILD AND FAMILY SERVICES
3712 WICHITA STREETFORT WORTHTX76119N/A501(C)(3)CHARITABLE GIVING$4,500
AIDS OUTREACH
400 BEACH STREET SUITE 100FORT WORTHTX76111N/A501(C)(3)CHARITABLE GIVING$1,500
AMPHIBIAN STAGE
120 S MAIN STREETFORT WORTHTX76104N/A501(C)(3)CHARITABLE GIVING$2,500
ARTS FORT WORTH
1300 GENDY STREETFORT WORTHTX76107N/A501(C)(3)CHARITABLE GIVING$250
ASSOCIATION FOR INDEPENDENT LIVING
2826 STOREY LANEDALLASTX75220N/A501(C)(3)CHARITABLE GIVING$3,000
BALLET CONCERTO
3803 CAMP BOWIE BLVDFORT WORTHTX761073355N/A501(C)(3)CHARITABLE GIVING$6,000
BALLET FRONTIER TEXAS
6132 OVERTON RIDGE BLVDFORT WORTHTX76132N/A501(C)(3)CHARITABLE GIVING$1,000
BAYLOR SCOTT & WHITE ALL SAINTSHEALTHFOUNDATION
1400 EIGHTH AVENUEFORT WORTHTX76104N/A501(C)(3)CHARITABLE GIVING$12,500
CAMP FIRE FIRST TEXAS
2700 MEACHAM BLVDFORT WORTHTX76137N/A501(C)(3)CHARITABLE GIVING$1,000
CANCER CARE SERVICES
623 SOUTH HENDERSONFORT WORTHTX76104N/A501(C)(3)CHARITABLE GIVING$1,500
CASA MANANA
3101 WEST LANCASTER AVEFORT WORTHTX761079932N/A501(C)(3)CHARITABLE GIVING$3,500
CASA OF TARRANT COUNTY
101 SUMMIT AVENUE SUITE 505FORT WORTHTX76102N/A501(C)(3)CHARITABLE GIVING$2,000
CASSATA CATHOLIC HIGH SCHOOL
1400 HEMPHILL STREETFORT WORTHTX76104N/A501(C)(3)CHARITABLE GIVING$3,500
CCC ENDOWMENT FOUNDATION
1255 SOUTH RANGECOLBYKS67701N/A501(C)(3)CHARITABLE GIVING$1,000
CITIZENS FOUNDATION
100 E COLLEGE DRCOLBYKS677019918N/A501(C)(3)CHARITABLE GIVING$5,000
CLAYTON DABNEY FOR KIDS WITH CANCER
2825 OAK LAWN DR 192136DALLASTX75219N/A501(C)(3)CHARITABLE GIVING$1,000
COMM IN SCHOOLS OF GRTR TARRANT CTY
5601 BRIDGE STREET SUITE 501FORT WORTHTX76112N/A501(C)(3)CHARITABLE GIVING$5,000
COMMUNITY HOSPICE OF TEXAS
6100 WESTERN PLACE SUITE 105FORT WORTHTX76107N/A501(C)(3)CHARITABLE GIVING$1,500
COMMUNITY PARNTERS OF TARRANT COUNTY
2700 BEN AVENUEFORT WORTHTX76103N/A501(C)(3)CHARITABLE GIVING$1,000
COMMUNITY STOREHOUSE
PO BOX 13KELLERTX76244N/A501(C)(3)CHARITABLE GIVING$3,000
COOK CHILDREN'S MEDICAL CENTER
801 SEVENTH AVENUEFORT WORTHTX761049958N/A501(C)(3)CHARITABLE GIVING$500
COWTOWN CLUBHOUSE
415 MAY STREETFORT WORTHTX76104N/A501(C)(3)CHARITABLE GIVING$5,000
CRISTO REY FORT WORTH
2633 ALTAMESA BLVDFORT WORTHTX76109N/A501(C)(3)CHARITABLE GIVING$2,000
DALLAS HOLOCAUST&HUMAN RIGHTS MUSEUM
300 N HOUSTON STREETDALLASTX75202N/A501(C)(3)CHARITABLE GIVING$2,500
DRC SOLUTIONS TO END HOMELESSNESS
PO BOX 0871FORT WORTHTX76101N/A501(C)(3)CHARITABLE GIVING$4,500
FDTN FOR THE YOUNG WOMEN'S LEAD ACDMY
401 E 8TH STREETFORT WORTHTX76102N/A501(C)(3)CHARITABLE GIVING$3,000
FIRST TEE OF FORT WORTH
PO BOX 4767FORT WORTHTX76164N/A501(C)(3)CHARITABLE GIVING$5,000
FIRST UNITED METHODIST CHURCH
800 W FIFTH STFORT WORTHTX76102N/A501(C)(3)CHARITABLE GIVING$5,300
FORT WALLACE MEMORIAL ASSOCIATION
2655 HIGHWAY 40WALLACEKS67761N/A501(C)(3)CHARITABLE GIVING$7,500
FORT WORTH BOTANIC GARDEN
3220 BOTANIC GARDEN BLVDFORT WORTHTX76107N/A501(C)(3)CHARITABLE GIVING$20,250
FORT WORTH COUNTRY DAY SCHOOL
4200 COUNTRY DAY LANEFORT WORTHTX761094299N/A501(C)(3)CHARITABLE GIVING$10,250
FORT WORTH HOPE CENTER
4101 W GREEN OAKS BLVD SUITE 305ARLINGTONTX76119N/A501(C)(3)CHARITABLE GIVING$1,500BOX 500
FORT WORTH OPERA
1612 SUMMIT AVENUE SUITE 202FORT WORTHTX76102N/A501(C)(3)CHARITABLE GIVING$12,000
FORT WORTH PUBLIC LIBRARY FOUNDATION
500 WEST THIRD STREETFORT WORTHTX76102N/A501(C)(3)CHARITABLE GIVING$1,000
FORT WORTH SISTER CITIES INT'L
PO BOX 17879FORT WORTHTX76102N/A501(C)(3)CHARITABLE GIVING$3,500
FORT WORTH TEEN COURT INC
1000 THROCKMOORTONFORT WORTHTX76102N/A501(C)(3)CHARITABLE GIVING$750
FORT WORTH YOUTH ORCHESTRA
4401 TRAIL LAKE DRIVEFORT WORTHTX76109N/A501(C)(3)CHARITABLE GIVING$3,000
GILL CHILDREN'S SERVICES INC
555 HEMPHILL ST SUITE 200FORT WORTHTX76104N/A501(C)(3)CHARITABLE GIVING$500
HAPPY HILL FARM
3846 N HWY 144GRANBURYTX76048N/A501(C)(3)CHARITABLE GIVING$2,500
HASTINGS COLLEGE FOUNDATION
710 N TURNER AVENUEHASTINGSNE68901N/A501(C)(3)CHARITABLE GIVING$2,000
HEROES FOR CHILDREN
6010 W SPRING CREEK PKWYPLANOTX75024N/A501(C)(3)CHARITABLE GIVING$2,500
HISTORIC FORT WORTH INC
1110 PENN STREETFORT WORTHTX76102N/A501(C)(3)CHARITABLE GIVING$1,000
HOPE FARMS
865 E RAMSEY AVEFORT WORTHTX761046502N/A501(C)(3)CHARITABLE GIVING$1,000
HUMANE SOCIETY OF N TEXAS
1840 E LANCASTERFORT WORTHTX761032196N/A501(C)(3)CHARITABLE GIVING$1,000
JACOB WAY
835 E LAMAR BLVD SUITE 463ARLINGTONTX76011N/A501(C)(3)CHARITABLE GIVING$3,000
JAMES L WEST ALZHEIMER CENTER
1111 SUMMIT AVENUEFORT WORTHTX76102N/A501(C)(3)CHARITABLE GIVING$200
JEWEL CHARITY
3301 HAMILTON AVENUE SUITE 121FORT WORTHTX76107N/A501(C)(3)CHARITABLE GIVING$3,000
JUNIOR ACHIEVEMENT OF THE CHISHOLM TRAIL INC
6300 RIDGLEA PLACE SUITE 400FORT WORTHTX761165706N/A501(C)(3)CHARITABLE GIVING$2,500
JUNIOR LEAGUE OF FORT WORTH
255 BAILEY AVENUEFORT WORTHTX76107N/A501(C)(3)CHARITABLE GIVING$1,000
KEY SCHOOL INC
7950 JOHN T WHITE RDFORT WORTHTX76120N/A501(C)(3)CHARITABLE GIVING$3,500
LENA POPE
3200 SANGUINET STREETFORT WORTHTX761075355N/A501(C)(3)CHARITABLE GIVING$1,500
MEALS ON WHEELS INC
5740 AIRPORT FREEWAYHALTOM CITYTX76117N/A501(C)(3)CHARITABLE GIVING$2,000
METHODIST JUSTICE MINISTRY
750 WEST 5TH STREETFORT WORTHTX76102N/A501(C)(3)CHARITABLE GIVING$2,500
MHMR OF TARRANT COUNTY
3840 HULEN ST STE 516FORT WORTHTX76107N/A501(C)(3)CHARITABLE GIVING$250
OCCIDENTAL COLLEGE
INSTITUTIONAL ADVANCEMENT 1600LOS ANGELESCA900413314N/A501(C)(3)CHARITABLE GIVING$350CAMPUS ROAD M-45
OPERATION KINDNESS
3201 EARHART DRIVECARROLLTONTX75006N/A501(C)(3)CHARITABLE GIVING$500
ORPHAN KITTEN CLUB
PO BOX 633SPRING VALLEYCA91976N/A501(C)(3)CHARITABLE GIVING$250
OUT TEACH
ONE THOMAS CIRCLE NW SUITE 700WASHINGTONDC20005N/A501(C)(3)CHARITABLE GIVING$3,000
PATHFINDERS
6550 CAMP BOWIE BLVD SUITE4 111FORT WORTHTX76116N/A501(C)(3)CHARITABLE GIVING$2,500
PERFORMING ARTS OF FORT WORTH
330 EAST 4TH ST SUITE 300FORT WORTHTX76102N/A501(C)(3)CHARITABLE GIVING$10,000
PRESBYTERIAN NIGHT SHELTER
P O BOX 2645FORT WORTHTX76113N/A501(C)(3)CHARITABLE GIVING$1,400
RECOVERY RESOURCE COUNCIL
2700 AIRPORT FREEWAYFORT WORTHTX76111N/A501(C)(3)CHARITABLE GIVING$1,000
RONALD MCDONALD HOUSE OF FORT WORTH
1001 8TH AVENUEFORT WORTHTX76104N/A501(C)(3)CHARITABLE GIVING$5,000
SAFE HAVEN TARRANT COUNTY
1010 N CENTER STARLINGTONTX76011N/A501(C)(3)CHARITABLE GIVING$2,000
SIMPLY GRACE
PO BOX 515684DALLASTX75251N/A501(C)(3)CHARITABLE GIVING$2,000
SOUTHWESTERN DIABETIC FOUNDATION
PO BOX 918GAINSVILLETX762410918N/A501(C)(3)CHARITABLE GIVING$2,500
SPECIAL OLYMPICS TEXAS NORTH REGION
PO BOX 143806AUSTINTX787143806N/A501(C)(3)CHARITABLE GIVING$750
SPOTLIGHT CAST AND CREW
2240 WEST MAGNOLIAFORT WORTHTX76110N/A501(C)(3)CHARITABLE GIVING$2,500
STREAMS AND VALLEYS INC
2918 WINGATE STREETFORT WORTHTX76107N/A501(C)(3)CHARITABLE GIVING$10,000
TREE OF NORTH TEXAS
6112 WATAGUA ROADWATAGUATX76148N/A501(C)(3)CHARITABLE GIVING$2,500
TARRANT AREA FOOD BANK
PO BOX 11527FORT WORTHTX76110N/A501(C)(3)CHARITABLE GIVING$750
TARRANT COUNTY COALITION FOR PEACE AND JUSTICE
4455 CAMP BOWIE BLVD 114-224FORT WORTHTX76107N/A501(C)(3)CHARITABLE GIVING$5,000
TEXAS & SW CATTLE RAISERS FOUNDATION
1600 GENDY STREETFORT WORTHTX76107N/A501(C)(3)CHARITABLE GIVING$1,500
TEXAS BALLET THEATER
1540 MALL CIRCLEFORT WORTHTX76116N/A501(C)(3)CHARITABLE GIVING$10,000
TEXAS CHRISTIAN UNIVERSITY
TCU BOX 298530 OFFICE OF UNIVERSITYFORT WORTHTX76129N/A501(C)(3)CHARITABLE GIVING$8,250ADVANCEMENT
THE AMBROSE SCHOOL
6100 N LOCUST GROVE ROADMERIDIANID83646N/A501(C)(3)CHARITABLE GIVING$5,000
THE ART OF LIVING
1505 E LANCASTER AVENUEFORT WORTHTX76102N/A501(C)(3)CHARITABLE GIVING$2,500
THE CLIBURN
201 MAIN STREET STE 100FORT WORTHTX76102N/A501(C)(3)CHARITABLE GIVING$250
THE GLADNEY CENTER FOR ADOPTION
6300 JOHN RYAN DRIVEFORT WORTHTX76132N/A501(C)(3)CHARITABLE GIVING$200
THE HILL SCHOOL
4817 ODESSA AVENUEFORT WORTHTX76133N/A501(C)(3)CHARITABLE GIVING$5,000
THE PARENTING CENTER
2928 WEST FIFTH STREETFORT WORTHTX76107N/A501(C)(3)CHARITABLE GIVING$3,000
THE SALVATION ARMY
PO BOX 507888FORT WORTHTX761050788N/A501(C)(3)CHARITABLE GIVING$1,000
THE WARM PLACE
809 LIPSCOMB STREETFORT WORTHTX761043121N/A501(C)(3)CHARITABLE GIVING$2,000
THE WOMEN'S CENTER
1723 HEMPHILLFORT WORTHTX761101516N/A501(C)(3)CHARITABLE GIVING$11,000
TOLAR FIRE DEPARTMENT
PO BOX 234TOLARTX76476N/A501(C)(3)CHARITABLE GIVING$1,000
TRINITY HABITAT FOR HUMANITY
9333 N NORMANDALE STFORT WORTHTX76116N/A501(C)(3)CHARITABLE GIVING$1,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306N/A501(C)(3)CHARITABLE GIVING$250
WALLACE COUNTY FOUNDATION
PO BOX 471SHARON SPRINGSKS67758N/A501(C)(3)CHARITABLE GIVING$1,000
WESTERN PLAINS ARTS ASSOCIATION
1255 SOUTH RANGECOLBYKS67701N/A501(C)(3)CHARITABLE GIVING$1,500
WINGS OF A BUTTERFLY
4166 WILLMAN AVENUENORTH RICHLAND HILLSTX76180N/A501(C)(3)CHARITABLE GIVING$2,000
YOUTH EQUIPPED TO SUCCEED
POBOX 670863DALLASTX753670863N/A501(C)(3)CHARITABLE GIVING$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$291,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$757ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$161,101ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$19,556ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$244,474ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$425,888ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$425,888TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1SHIRLEY F GARVEYBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9600AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76147ZIPCd
FieldValueIRS element (for citing)
Total Contributions$335,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$975Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$975DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT IN ECLIPSE FUND, LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$6,095,950BookValueAmt
EOYFMV$6,994,310EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ECLIPSE FUND, LLC - FLOW THROUGH FROM K-1$56,305$56,305$0$0
NONDEDUCTIBLE EXPENSE$1$0$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescECLIPSE FUND, LLC - FLOW THROUGH FROM K-1Desc
Revenue And Expenses Per Books$19,556RevenueAndExpensesPerBooksAmt
Net Investment Income$19,556NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryECLIPSE FUND, LLC - FLOW THROUGH FROM K-1 - FOREIGN TAXESCategoryTxt
Amt$1,858Amt
Net Investment Income$1,858NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt