AMON G CARTER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AMON G CARTER FOUNDATION (EIN 75-6000331)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-16
- IRS object ID
- 202533209349100763
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-16T20:35:56+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Street Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756000331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amon G Carter Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMON | BusinessNameControlTxt |
| Phone | 8173322783 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Main Street 1945 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761023114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAD M MCNEAL | PersonNm |
| Person Title | SENIOR VICE PRESIDENT | PersonTitleTxt |
| Phone | 8173322783 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Engle | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $755,682,363 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,593,912 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,593,912 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,493,054 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,460,388 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $47,642 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $47,642 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $8,446 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $81,641,302 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $206,053,933 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,130,912 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $6,698,437 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,151,711 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $100,474,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,384,565 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,431,749 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $627,087 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $804,662 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $205,724 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $90,104 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $115,620 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $137,570 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $60,254 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $77,316 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $114,194 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $34,015 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $64,179 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,719,246 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,587,619 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $131,627 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,266,706 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $882,012 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $315,628 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $308,856 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $122,415 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $53,616 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $68,799 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,569 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $569 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,000 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $611,079 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $527,392 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64,356 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,936,880 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,171,524 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,338,559 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,031,652 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,031,652 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,968,532 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,171,524 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,370,211 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,505,815 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,213,041 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,457,279 | CashBOYAmt |
| Cash EOY | $8,767,823 | CashEOYAmt |
| Cash EOYFMV | $8,767,823 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,409,759 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,255,302 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,255,302 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $320,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $450,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $450,000 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $438,789 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $422,405 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $105,310 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $249,428,583 | CorporateStockBOYAmt |
| Corporate Stock EOY | $302,433,544 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $447,692,804 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $439,402 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $413,370 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $221,682 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $18,487,518 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $12,344,355 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $7,264,931 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $6,143,163 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $35,013,564 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $1,000,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,000,000 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,000,000 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $165,975,086 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $152,109,235 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $237,790,176 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,040,572 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,598,595 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $323,270 | LandBOYAmt |
| Land EOY | $441,977 | LandEOYAmt |
| Land EOYFMV | $441,977 | LandEOYFMVAmt |
| Other Assets BOY | $57,490,447 | OtherAssetsBOYAmt |
| Other Assets EOY | $56,616,542 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$56,275 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $500,547,546 | TotalAssetsBOYAmt |
| Total Assets EOY | $553,053,361 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $755,682,363 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $431,135,641 | CapitalStockBOYAmt |
| Capital Stock EOY | $477,809,188 | CapitalStockEOYAmt |
| Retained Earning BOY | $69,411,905 | RetainedEarningBOYAmt |
| Retained Earning EOY | $75,243,973 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $500,547,546 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $553,053,161 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $500,547,546 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $553,053,161 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $500,547,546 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,505,815 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $553,053,361 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $553,053,361 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STCG - SEE ATTACHED SCHEDULE 1 | P | 2024-01-01 | 2024-12-31 | $5,281,010 | $3,386,056 | $1,894,954 | $0 | $0 | $0 | $1,894,954 | |
| LTCG - SEE ATTACHED SCHEDULE 1 | P | 2023-01-01 | 2024-12-31 | $200,772,923 | $119,536,965 | $81,235,958 | $0 | $0 | $0 | $81,235,958 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,130,912 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,379,061 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,379,061 | SubtotalAmt |
| Tax Based On Investment Income | $1,379,061 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,319,633 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $350,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,669,633 | TotalPaymentsAndCreditsAmt |
| Overpayment | $290,572 | OverpaymentAmt |
| Applied To ES Tax | $290,572 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.AGCF.ORG | WebsiteAddressTxt |
| Individual With Books | CHAD M MCNEAL | IndividualWithBooksNm |
| Phone | 8173322783 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN ST SUITE 1945 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TAMARA H DEAN | ||||||||
| 201 MAIN STREET SUITE 1945 | FORT WORTH | TX | 761023114 | ASSISTANT SECRETARY/TREASURER | 45.00 | $222,000 | $54,844 | $0 |
| JOHN H ROBINSON | ||||||||
| 201 MAIN STREET SUITE 1945 | FORT WORTH | TX | 761023114 | EXECUTIVE VICE PRESIDENT | 50.00 | $728,000 | $56,609 | $12,000 |
| CHAD M MCNEAL | ||||||||
| 201 MAIN STREET SUITE 1945 | FORT WORTH | TX | 761023114 | SENIOR Vice President | 45.00 | $287,000 | $71,296 | $0 |
| MARK L JOHNSON | ||||||||
| 201 MAIN STREET SUITE 1945 | FORT WORTH | TX | 761023114 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SHEILA B JOHNSON | ||||||||
| 201 MAIN STREET SUITE 1945 | FORT WORTH | TX | 761023114 | SECRETARY | 5.00 | $0 | $0 | $0 |
| KATE JOHNSON | ||||||||
| 201 MAIN STREET SUITE 1945 | FORT WORTH | TX | 761023114 | TREASURER | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MELYNDA WALLACE | ||||||||
| 201 MAIN STREET SUITE 1945 | FORT WORTH | TX | 761023114 | EXECUTIVE ASSISTANT | 37.50 | $93,780 | $43,231 | $0 |
| KELLY FEARS | ||||||||
| 201 Main Street | Fort Worth | TX | 761023114 | ASSISTANT CONTROLLER | 40.00 | $111,944 | $41,057 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Fisher Investments | |||||
| 13100 Skyline Blvd | Woodside | CA | 94062 | Investment Management | $1,401,566 |
| Luther King Capital Management | |||||
| 301 Commerce St Ste 1600 | Fort Worth | TX | 76102 | Investment Management | $973,142 |
| BNY Mellon | |||||
| 500 Grant Street | Pittsburgh | PA | 15258 | Investment Management | $107,243 |
| The Burgiss Group | |||||
| 111 River Street Floor 10 | Hoboken | NJ | 07030 | Investment Software Services | $106,704 |
| Forvis Mazars LLP | |||||
| 14221 Dallas Pkwy Suite 400 | Dallas | TX | 75254 | Accounting Fees | $91,319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $481,428,460 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,462,915 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $242,644,424 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $750,535,799 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $750,535,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,258,037 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $739,277,762 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,963,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,963,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,379,061 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,379,061 | TotalTaxAmt |
| Distributable Before Adj | $35,584,827 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $35,584,827 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $35,584,827 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,370,211 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $41,370,211 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,584,827 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,763,894 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,409,674 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,173,568 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,370,211 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,584,827 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,785,384 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,958,952 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,958,952 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,763,894 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $1,409,674 | ExcessFromYear1Amt |
| Excess From Current Year | $5,785,384 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Not Applicable | ContributingManagerNm |
| Shareholder Manager | Not Applicable | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN H ROBINSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1036 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761011036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8173322783 | RecipientPhoneNum |
| Form And Info And Materials | INITIAL APPROACH LETTER, ONE COPY OF PROPOSAL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY LOCAL GIVING TO SUPPORT BENEVOLENT, CHARITABLE, AND EDUCATIONAL UNDERTAKINGS, THE PURPOSE OF WHICH IS CHARITABLE, LITERACY OR EDUCATIONAL. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (172 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALEDO EDUCATION FOUNDATION | ||||||||
| 1008 BAILEY RANCH ROAD | ALEDO | TX | 76008 | NONE | PC | SPECIAL PROGRAM | $7,500 | |
| CHESTERTON ACADEMY | ||||||||
| 4128 DONNELLY | FORT WORTH | TX | 76107 | NONE | PC | EVENT UNDERWRITING | $10,000 | |
| CRISTO REY FORT WORTH | ||||||||
| 2633 ALTAMESA BLVD | FORT WORTH | TX | 76133 | NONE | PC | FACILITY IMPROVEMENTS | $250,000 | |
| DALLAS THEOLOGICAL SEMINARY | ||||||||
| 3909 SWISS AVE | DALLAS | TX | 75204 | NONE | PC | SCHOLARSHIP SUPPORT | $25,000 | |
| DAVEY O'BRIEN FOUNDATION | ||||||||
| 306 WEST 7TH STREET SUITE M-15 | FORT WORTH | TX | 76102 | NONE | PC | EVENT UNDERWRITING | $10,000 | |
| FORT WORTH CHRISTIAN SCHOOL | ||||||||
| 6200 HOLIDAY LN | NORTH RICHLAND HILLS | TX | 76180 | NONE | PC | FACILITY IMPROVEMENTS | $75,000 | |
| FORT WORTH CRADLE TO CAREER | ||||||||
| 300 TRINITY CIRCLE CAMPUS SUITE TRT | FORT WORTH | TX | 76102 | NONE | PC | PROGRAM SUPPORT | $100,000 | R 2305 |
| FOUNDATION FOR THE YWLA OF FW | ||||||||
| 401 EAST 8TH STREET | FORT WORTH | TX | 76102 | NONE | PC | COLLEGE SEARCH SUPPORT | $25,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | PC | SPEAKER SERIES UNDERWRITING | $25,000 | |
| JUNIOR ACHIEVEMENT OF THE CHISHOLM TRAIL | ||||||||
| 6300 RIDGLEA PLACE SUITE 400 | FORT WORTH | TX | 76116 | NONE | PC | PROGRAM EXPANSION | $50,000 | |
| KEY SCHOOL AND TRAINING CENTER | ||||||||
| 7950 JOHN T WHITE ROAD | FORT WORTH | TX | 76120 | NONE | PC | PROGRAM EXPANSION | $100,000 | |
| LEARNING CENTER OF NORTH TEXAS | ||||||||
| 101 SUMMIT AVE SUITE 612 | FORT WORTH | TX | 76102 | NONE | PC | SLIDING SCALE SUPPORT | $75,000 | |
| MCKINNEY EDUCATION FOUNDATION | ||||||||
| 510 W HEARD STREET | MCKINNEY | TX | 75069 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| RIVERTREE ACADEMY | ||||||||
| 5439 BONNELL AVENUE | FORT WORTH | TX | 76107 | NONE | PC | CAPITAL SUPPORT | $2,000,000 | |
| SOUTHWESTERN EXPOSITION AND LIVESTOCK SHOW | ||||||||
| PO BOX 150 | FORT WORTH | TX | 76101 | NONE | PC | SCHOLARSHIP SUPPORT | $50,000 | |
| STAR SPONSORSHIP PROGRAM | ||||||||
| 6707 BRENTWOOD STAIR ROAD SUITE 205 | FORT WORTH | TX | 76112 | NONE | PC | SCHOLARSHIP SUPPORT | $30,000 | |
| TARRANT COUNTY COLLEGE | ||||||||
| 1500 HOUSTON STREET | FORT WORTH | TX | 76102 | NONE | PC | CHANCELLOR'S FUND | $5,000 | |
| TEACH FOR AMERICA | ||||||||
| 3000 PEGASUS PARK DRIVE SUITE 1045 | DALLAS | TX | 75247 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| TEXAS A&M UNIVERSITY | ||||||||
| 400 BIZZELL STREET | COLLEGE STATION | TX | 77843 | NONE | PC | GIFT OF LAND | $5,750,000 | |
| TEXAS CENTER FOR ARTS ACADEMICS | ||||||||
| 3901 SOUTH HULEN STREET | FORT WORTH | TX | 76109 | NONE | PC | FACILITY IMPROVEMENTS | $85,000 | |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| TCU BOX 297044 | FORT WORTH | TX | 76129 | NONE | PC | MEDICAL SCHOOL SUPPORT | $3,000,000 | |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| POST OFFICE BOX 297080 | FORT WORTH | TX | 76129 | NONE | PC | SCHOLARSHIP SUPPORT | $41,000 | |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| POST OFFICE BOX 297080 | FORT WORTH | TX | 76129 | NONE | PC | EVENT UNDERWRITING | $6,000 | |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| POST OFFICE BOX 297080 | FORT WORTH | TX | 76129 | NONE | PC | CHANCELLOR'S FUND | $5,000 | |
| TEXAS PUBLIC CHARTER SCHOOLS | ||||||||
| 3005 SOUTH LAMAR BLVD SUITE D-477 | AUSTIN | TX | 78704 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| TEXAS WESLEYAN UNIVERSITY | ||||||||
| 1201 WESLEYAN STREET | FORT WORTH | TX | 76105 | NONE | PC | CAPITAL SUPPORT | $500,000 | |
| TEXAS WESLEYAN UNIVERSITY | ||||||||
| 1201 WESLEYAN STREET | FORT WORTH | TX | 76105 | NONE | PC | PRESIDENT'S FUND | $5,000 | |
| BRAZELTON TOUCHPOINTS CENTER | ||||||||
| 1295 BOYLSTON STREET SUITE 320 | BOSTON | MA | 02215 | NONE | PC | PILOT PROGRAM SUPPORT | $150,000 | |
| CANCER CARE SERVICES | ||||||||
| 623 SOUTH HENDERSON STREET | FORT WORTH | TX | 76104 | NONE | PC | PROGRAM EXPANSION AND MATCH | $75,000 | |
| CHILDREN'S MEDICAL CENTER FOUNDATION | ||||||||
| 2777 NORTH STEMMONS FREEWAY SUITE 1 | DALLAS | TX | 75207 | NONE | PC | MEDICAL RESEARCH SUPPORT | $100,000 | 700 |
| COMMUNITY HEALTHCARE OF TEXAS | ||||||||
| 6100 WESTERN PLACE SUITE 105 | FORT WORTH | TX | 76107 | NONE | PC | PALLIATIVE CARE PILOT PROGRAM | $35,000 | |
| COOK CHILDREN'S HEALTH FOUNDATION | ||||||||
| 801 7TH AVENUE | FORT WORTH | TX | 76104 | NONE | PC | COMMUNITY CLINIC CAPITAL SUPPORT | $500,000 | |
| COOK CHILDREN'S MEDICAL CENTER | ||||||||
| 801 7TH AVENUE | FORT WORTH | TX | 76104 | NONE | PC | CHILDREN'S MEDICAL CAMPS | $25,000 | |
| CUISINE FOR HEALING | ||||||||
| 1614 MISTLETOE BLVD | FORT WORTH | TX | 76104 | NONE | PC | PROGRAM SUPPORT | $75,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 2248 CENTRAL DRIVE | BEDFORD | TX | 76021 | NONE | PC | EVENT UNDERWRITING | $5,000 | |
| HEALING SHEPHERD CLINIC | ||||||||
| 1350 EAST LANCASTER | FORT WORTH | TX | 76102 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| IMMUNIZATION COLLABORATION OF TARRANT COUNTY | ||||||||
| PO BOX 100192 | FORT WORTH | TX | 76185 | NONE | PC | EVENT UNDERWRITING | $10,000 | |
| JAMES L WEST CENTER FOR DEMENTIA CARE | ||||||||
| 1111 SUMMIT AVENUE | FORT WORTH | TX | 76102 | NONE | PC | PILOT PROGRAM SUPPORT | $100,000 | |
| JEWEL CHARITY | ||||||||
| 3301 HAMILTON AVENUE SUITE 121 | FORT WORTH | TX | 76107 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||
| PO BOX 738390 | DALLAS | TX | 75373 | NONE | PC | PILOT PROGRAM SUPPORT | $50,000 | |
| MANEGAIT THERAPEUTIC RIDING CENTER | ||||||||
| 4261 E UNIVERSITY DRIVE 30-253 | PROSPER | TX | 75078 | NONE | PC | CAPITAL SUPPORT | $500,000 | |
| MERCY CLINIC OF FORT WORTH | ||||||||
| PO BOX 11557 | FORT WORTH | TX | 76110 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| METHODIST HEALTH SYSTEM | ||||||||
| 1441 NORTH BECKLEY AVENUE | DALLAS | TX | 75224 | NONE | PC | CAPITAL SUPPORT | $250,000 | |
| NEURO ASSISTANCE FOUNDATION | ||||||||
| 2320 BRIDGEWOOD DRIVE | KELLER | TX | 76262 | NONE | PC | PROGRAM SUPPORT | $60,000 | |
| ONESIGHT ESSILOR LUXOTTICA FOUNDATION | ||||||||
| 13455 BRANCHVIEW LANE | DALLAS | TX | 75234 | NONE | PC | VISION SCREENING SUPPORT | $50,000 | |
| RETINA FOUNDATION | ||||||||
| 9600 NORTH CENTRAL EXPRESSWAY SUITE | DALLAS | TX | 75231 | NONE | PC | RESEARCH SUPPORT | $50,000 | 200 |
| RUTLEDGE CANCER FOUNDATION | ||||||||
| 5608 MALVEY AVENUE SUITE 306 | FORT WORTH | TX | 76107 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| SOUTHWESTERN DIABETIC FOUNDATION | ||||||||
| PO BOX 918 | GAINESVILLE | TX | 76241 | NONE | PC | MEDICAL CAMP SCHOLARSHIPS | $5,000 | |
| SPECIAL CAMPS FOR SPECIAL KIDS | ||||||||
| 4925 GREENVILLE AVENUE SUITE 400 | DALLAS | TX | 75206 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| STEPS WITH HORSES | ||||||||
| PO BOX 123737 | FORT WORTH | TX | 76121 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| SUSAN G KOMEN GREATER FORT WORTH | ||||||||
| PO BOX 801889 | DALLAS | TX | 75380 | NONE | PC | EVENT UNDERWRITING | $10,000 | |
| TARRANT COUNTY ACADEMY OF MEDICINE | ||||||||
| 555 HEMPHILL STREET SUITE 201 | FORT WORTH | TX | 76104 | NONE | PC | PROJECT ACCESS SUPPORT | $50,000 | |
| TEXAS HEALTH RESOURCES | ||||||||
| 612 EAST LAMAR SUITE 300 | FORT WORTH | TX | 76104 | NONE | PC | MOBILE SIMULATION UNIT | $500,000 | |
| VITAMIN BRIDGE | ||||||||
| PO BOX 2843 | COPPELL | TX | 75019 | NONE | PC | PROGRAM EXPANSION | $25,000 | |
| ALLIED THEATRE GROUP | ||||||||
| 821 WEST VICKERY BLVD | FORT WORTH | TX | 76104 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| AMON CARTER MUSEUM | ||||||||
| 3501 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | NONE | PC | OPERATING SUPPORT | $16,725,652 | |
| AMPHIBIAN PRODUCTIONS | ||||||||
| 120 SOUTH MAIN STREET | FORT WORTH | TX | 76104 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| BALLET CONCERTO | ||||||||
| 3803 CAMP BOWIE BOULEVARD | FORT WORTH | TX | 76107 | NONE | PC | EVENT UNDERWRITING | $7,500 | |
| CASA MANANA | ||||||||
| 3101 WEST LANCASTER AVENUE | FORT WORTH | TX | 76107 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| CIRCLE THEATRE | ||||||||
| 230 WEST 4TH STREET | FORT WORTH | TX | 76102 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| FORT WORTH MUSEUM OF SCIENCE AND HISTORY | ||||||||
| 1600 GENDY STREET | FORT WORTH | TX | 76107 | NONE | PC | OPERATING SUPPORT | $100,000 | |
| FORT WORTH OPERA ASSOCIATION | ||||||||
| 1612 SUMMIT AVENUE SUITE 202 | FORT WORTH | TX | 76102 | NONE | PC | PRODUCTION SUPPORT | $200,000 | |
| FORT WORTH OPERA ASSOCIATION | ||||||||
| 1612 SUMMIT AVENUE SUITE 202 | FORT WORTH | TX | 76102 | NONE | PC | OPERATING SUPPORT | $75,000 | |
| FORT WORTH SYMPHONY ORCHESTRA | ||||||||
| 330 EAST FOURTH STREET SUITE 200 | FORT WORTH | TX | 76102 | NONE | PC | ORCHESTRA ENHANCEMENT | $250,000 | |
| FORT WORTH SYMPHONY ORCHESTRA | ||||||||
| 330 EAST FOURTH STREET SUITE 200 | FORT WORTH | TX | 76102 | NONE | PC | OPERATING SUPPORT | $100,000 | |
| HIP POCKET THEATRE | ||||||||
| PO BOX 136758 | FORT WORTH | TX | 76136 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| JOE BEELER FOUNDATION | ||||||||
| 1149 FM 2136 | CLIFTON | TX | 76634 | NONE | PC | COWBOY ARTISTS OF AMERICA EVENT | $25,000 | |
| JUBILEE PLAYERS INC | ||||||||
| 506 MAIN STREET | FORT WORTH | TX | 76102 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| KIDS WHO CARE | ||||||||
| 1300 GENDY | FORT WORTH | TX | 76107 | NONE | PC | FACILITY IMPROVEMENTS | $50,000 | |
| KIDS WHO CARE | ||||||||
| 1300 GENDY | FORT WORTH | TX | 76107 | NONE | PC | SPECIAL PROGRAM | $35,000 | |
| MIMIR CHAMBER MUSIC FESTIVAL | ||||||||
| PO BOX 470839 | FORT WORTH | TX | 76147 | NONE | PC | EVENT UNDERWRITING | $5,000 | |
| NAACP ACT-SO | ||||||||
| PO BOX 24398 | FORT WORTH | TX | 76124 | NONE | PC | EVENT UNDERWRITING | $5,000 | |
| PERFORMING ARTS FORT WORTH | ||||||||
| 330 EAST 4TH STREET SUITE 300 | FORT WORTH | TX | 76102 | NONE | PC | FACILITY IMPROVEMENTS | $50,000 | |
| PERFORMING ARTS FORT WORTH | ||||||||
| 330 EAST 4TH STREET | FORT WORTH | TX | 76102 | NONE | PC | CHILDREN'S EDUCATIONAL PROGRAM | $25,000 | |
| PIEDMONT LAND CONSERVANCY | ||||||||
| PO BOX 4025 | GREENSBORO | NC | 27404 | NONE | PC | LAND ACQUISITION SUPPORT | $100,000 | |
| RIVER LEGACY FOUNDATION | ||||||||
| 703 NW GREEN OAKS BOULEVARD | ARLINGTON | TX | 76006 | NONE | PC | CURRICULUM DEVELOPMENT | $50,000 | |
| SCENIC TEXAS | ||||||||
| PO BOX 1598 | AUSTIN | TX | 78620 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| SOCIETY OF WATERCOLOR ARTISTS FORT WORTH | ||||||||
| 6938 MESA DRIVE | FORT WORTH | TX | 76132 | NONE | PC | EVENT UNDERWRITING | $25,000 | |
| TARRANT COUNTY BLACK HISTORICAL AND GENEALOGICAL SOCIETY | ||||||||
| 1020 EAST HUMBOLT STREET | FORT WORTH | TX | 76104 | NONE | PC | EVENT UNDERWRITING | $2,500 | |
| TEXAS BALLET THEATER | ||||||||
| PO BOX 123290 | FORT WORTH | TX | 76121 | NONE | PC | OPERATING SUPPORT | $75,000 | |
| TEXAS BOYS CHOIR | ||||||||
| 3901 SOUTH HULEN STREET | FORT WORTH | TX | 76109 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| TEXAS CONSERVATION ALLIANCE | ||||||||
| PO BOX 822554 | DALLAS | TX | 75382 | NONE | PC | SPECIAL PROJECT | $75,000 | |
| TEXAS GIRLS CHOIR | ||||||||
| 4449 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| UNIVERSITY OF OKLAHOMA | ||||||||
| 730 VAN VLEET OVAL ROOM 314 | NORMAN | OK | 73019 | NONE | PC | SPECIAL PROJECT | $90,000 | |
| VAN CLIBURN FOUNDATION | ||||||||
| 201 MAIN STREET SUITE 100 | FORT WORTH | TX | 76102 | NONE | PC | OPERATING SUPPORT | $75,000 | |
| YOUTH ORCHESTRA OF GREATER FORT WORTH | ||||||||
| 4401 TRAIL LAKE DRIVE | FORT WORTH | TX | 76109 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| A WISH WITH WINGS | ||||||||
| 3751 WEST FREEWAY | FORT WORTH | TX | 76107 | NONE | PC | EVENT UNDERWRITING | $5,000 | |
| ADERA FOUNDATION | ||||||||
| 6100 SOUTHWEST BLVD SUITE 103 | FORT WORTH | TX | 76109 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| ADVANTAGE ADOPTIONS | ||||||||
| 6833 DAN DANCIGER ROAD | FORT WORTH | TX | 76133 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| ALLIES IN YOUTH DEVELOPMENT | ||||||||
| 1315 HIGHWAY 1187 SUITE 115 | MANSFIELD | TX | 76063 | NONE | PC | SPECIAL PROGRAM | $50,000 | |
| ARLINGTON LIFE SHELTER | ||||||||
| 325 WEST DIVISION STREET | ARLINGTON | TX | 76011 | NONE | PC | TECHNOLOGY SUPPORT | $75,000 | |
| AUTISM TREATMENT CENTER | ||||||||
| 11651 PLANO ROAD SUITE 100 | DALLAS | TX | 75243 | NONE | PC | EVENT UNDERWRITING | $25,000 | |
| BIG BROTHERS BIG SISTERS LONE STAR | ||||||||
| 205 WEST MAIN STREET SUITE 100 | IRVING | TX | 76010 | NONE | PC | PROGRAM SUPPORT | $75,000 | |
| BOY SCOUTS OF AMERICA LONGHORN COUNCIL | ||||||||
| 850 CANNON DRIVE | HURST | TX | 76054 | NONE | PC | EVENT UNDERWRITING | $5,000 | |
| BOYS AND GIRLS CLUBS OF TARRANT COUNTY | ||||||||
| 3218 EAST BELKNAP STREET | FORT WORTH | TX | 76111 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| BRIGHTER OUTLOOK | ||||||||
| PO BOX 50634 | FORT WORTH | TX | 76105 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||||
| 7710 LAS COLINAS RIDGE | IRVING | TX | 75063 | NONE | PC | PROGRAM SUPPORT | $200,000 | |
| CATHOLIC CHARITIES FORT WORTH | ||||||||
| PO BOX 15610 | FORT WORTH | TX | 76119 | NONE | PC | PROGRAM SUPPORT | $200,000 | |
| CHILD PROTECTION CONNECTION | ||||||||
| PO BOX 515775 | DALLAS | TX | 75251 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| CHRIST'S HAVEN FOR CHILDREN | ||||||||
| 4200 KELLER-HASLET ROAD | KELLER | TX | 76244 | NONE | PC | FACILITY IMPROVEMENTS | $50,000 | |
| CIRCLE OF FRIENDS | ||||||||
| PO BOX 374 | COLLEYVILLE | TX | 76034 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| COMMUNIO | ||||||||
| 5500 CHEROKEE AVENUE SUITE 480 | ALEXANDRIA | VA | 22312 | NONE | PC | PROGRAM EXPANSION | $50,000 | |
| COMMUNITIES IN SCHOOLS OF GREATER TARRANT CO | ||||||||
| 5601 BRIDGE STREET SUITE 501 | FORT WORTH | TX | 76112 | NONE | PC | CAPITAL SUPPORT | $1,000,000 | |
| COMMUNITY CARING CENTER | ||||||||
| 317 COMMERCE STREET | AZLE | TX | 76020 | NONE | PC | FACILITY IMPROVEMENTS | $50,000 | |
| CORNERSTONE ASSISTANCE NETWORK | ||||||||
| 3500 NOBLE AVENUE | FORT WORTH | TX | 76111 | NONE | PC | TECHNOLOGY SUPPORT | $100,000 | |
| CORNERSTONE ASSISTANCE NETWORK | ||||||||
| 3500 NOBLE AVENUE | FORT WORTH | TX | 76111 | NONE | PC | LEADERSHIP TRANSITION | $100,000 | |
| COWTOWN CLUBHOUSE | ||||||||
| PO BOX 1292 | FORT WORTH | TX | 76101 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| DAY RESOURCE CENTER FOR THE HOMELESS | ||||||||
| PO BOX 0871 | FORT WORTH | TX | 76101 | NONE | PC | PROGRAM SUPPORT | $75,000 | |
| DFW INTERFAITH CHAPLAINCY | ||||||||
| PO BOX 610445 | DFW AIRPORT | TX | 75261 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| FAMILY FIRST | ||||||||
| 5509 W GRAY STREET SUITE 100 | TAMPA | FL | 33609 | NONE | PC | PROGRAM EXPANSION | $250,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| PO BOX 101824 | FORT WORTH | TX | 76185 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| GIRL SCOUTS OF TEXAS OKLAHOMA PLAINS | ||||||||
| 4901 BRIARHAVEN ROAD | FORT WORTH | TX | 76109 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| GUARDIANSHIP SERVICES INC | ||||||||
| PO BOX 11481 | FORT WORTH | TX | 76110 | NONE | PC | FACILITY IMPROVEMENTS | $50,000 | |
| HOPE FARM | ||||||||
| 865 EAST RAMSEY AVENUE | FORT WORTH | TX | 76104 | NONE | PC | FACILITY IMPROVEMENTS | $55,000 | |
| HOUSING OPPORTUNITIES OF FORT WORTH | ||||||||
| 1065 WEST MAGNOLIA AVENUE SUITE B | FORT WORTH | TX | 76104 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| I CAN STILL SHINE | ||||||||
| 3313 CRITES STREET | HURST | TX | 76118 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| KIDS HOPE USA | ||||||||
| 201 W WASHINGTON AVENUE SUITE 20 | ZEELAND | MI | 49464 | NONE | PC | PROGRAM SUPPORT | $20,000 | |
| LADDER ALLIANCE | ||||||||
| 1100 HEMPHILL SUITE 302 | FORT WORTH | TX | 76104 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| LENA POPE HOME | ||||||||
| 3200 SANGUINET STREET | FORT WORTH | TX | 76107 | NONE | PC | FACILITY IMPROVEMENTS | $125,000 | |
| LIVE THANKFULLY | ||||||||
| 4901 BRYANT IRVIN ROAD NORTH SUITE | FORT WORTH | TX | 76107 | NONE | PC | PROGRAM SUPPORT | $25,000 | 300 |
| LVT RISE | ||||||||
| 8201 CALMONT AVENUE | FORT WORTH | TX | 76116 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| MEALS ON WHEELS OF TARRANT COUNTY | ||||||||
| 5740 AIRPORT FREEWAY | FORT WORTH | TX | 76117 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| METHODIST JUSTICE MINISTRY | ||||||||
| 750 WEST FIFTH STREET | FORT WORTH | TX | 76102 | NONE | PC | PROGRAM SUPPORT | $75,000 | |
| NEW LEAF COMMUNITY SERVICES | ||||||||
| PO BOX 100103 | FORT WORTH | TX | 76185 | NONE | PC | CAPITAL SUPPORT | $500,000 | |
| NORTHSIDE INTER-COMMUNITY AGENCY | ||||||||
| 1600 CIRCLE PARK BLVD | FORT WORTH | TX | 76164 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| PRESBYTERIAN NIGHT SHELTER | ||||||||
| PO BOX 2645 | FORT WORTH | TX | 76113 | NONE | PC | CAPITAL SUPPORT | $250,000 | |
| PROJECT 4031 | ||||||||
| 708 MAY STREET | FORT WORTH | TX | 76104 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| RECOVERY RESOURCE COUNCIL | ||||||||
| 2700 AIRPORT FREEWAY | FORT WORTH | TX | 76111 | NONE | PC | CAPITAL SUPPORT | $250,000 | |
| SAFEHAVEN OF TARRANT COUNTY | ||||||||
| 1010 NORTH CENTER STREET | ARLINGTON | TX | 76011 | NONE | PC | FACILITY IMPROVEMENTS | $130,000 | |
| SALVATION ARMY -TARRANT COUNTY COMMAND | ||||||||
| 1855 EAST LANCASTER | FORT WORTH | TX | 76103 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| SIX STONES MISSION NETWORK | ||||||||
| PO BOX 846 | HURST | TX | 76039 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| STAR-TELEGRAM CHARITIES | ||||||||
| PO BOX 149 | FORT WORTH | TX | 76101 | NONE | PC | GOODFELLOWS FUND | $10,000 | |
| SUICIDE CRISIS CENTER OF NORTH TEXAS | ||||||||
| 2808 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | PROGRAM SUPPORT | $7,500 | |
| TARRANT NET | ||||||||
| 3221 COLLINSWORTH | FORT WORTH | TX | 76107 | NONE | PC | EVENT UNDERWRITING | $10,000 | |
| TASTE PROJECT | ||||||||
| 1200 SOUTH MAIN | FORT WORTH | TX | 76104 | NONE | PC | CAPITAL SUPPORT | $250,000 | |
| TELEIOS APPROACH | ||||||||
| 1212 SOUTH ADAMS | FORT WORTH | TX | 76104 | NONE | PC | PILOT PROGRAM | $50,000 | |
| THERE 4 | ||||||||
| 6203 MILLWOOD COURT | ARLINGTON | TX | 76016 | NONE | PC | EVENT UNDERWRITING | $8,000 | |
| UNBOUND NOW | ||||||||
| 5049 TRAIL LAKE DRIVE | FORT WORTH | TX | 76133 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| UNITED COMMUNITY CENTERS | ||||||||
| 3900 MEADOWBROOK DRIVE | FORT WORTH | TX | 76103 | NONE | PC | PROGRAM SUPPORT | $75,000 | |
| UNITED WAY OF METROPOLITAN TARRANT COUNTY | ||||||||
| 201 NORTH RUPERT STREET SUITE 107 | FORT WORTH | TX | 76107 | NONE | PC | PROGRAM SUPPORT | $75,000 | |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 3060 JENKINS NANOVIC HALL | NOTRE DAME | IN | 46556 | NONE | PC | PILOT PROGRAM | $100,000 | |
| WARM PLACE | ||||||||
| 809 LIPSCOMB STREET | FORT WORTH | TX | 76104 | NONE | PC | EVENT UNDERWRITING | $5,000 | |
| WEST FORT WORTH CENTER OF HOPE | ||||||||
| PO BOX 121308 | FORT WORTH | TX | 76121 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| WOMEN'S CENTER | ||||||||
| 1723 HEMPHILL | FORT WORTH | TX | 76110 | NONE | PC | PROGRAM SUPPORT | $125,000 | |
| YES- YOUTH EQUIPPED TO SUCCEED | ||||||||
| PO BOX 670863 | DALLAS | TX | 75367 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| YMCA--CAMP CARTER | ||||||||
| 512 LAMAR STREET SUITE 400 | FORT WORTH | TX | 76102 | NONE | PC | FACILITY IMPROVEMENTS | $100,000 | |
| AMERICAN PRIVATE RADIO | ||||||||
| 1723-B UNIVERSITY AVENUE 361 | OXFORD | MS | 18655 | NONE | PC | SPECIAL PROGRAM | $50,000 | |
| BOARD BUILD | ||||||||
| 201 N RUPERT STREET SUITE 107 | FORT WORTH | TX | 76107 | NONE | PC | PROGRAM EXPANSION | $45,000 | |
| BROTHERHOOD FOR THE FALLEN | ||||||||
| 505 WEST FELIX STREET | FORT WORTH | TX | 76115 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| CHAMPIONSHIP BASKETBALL | ||||||||
| 6410 SOUTHWEST BLVD SUITE 225 | FORT WORTH | TX | 76109 | NONE | PC | EVENT UNDERWRITING | $10,000 | |
| CNM | ||||||||
| 6688 N CENTRAL EXPRESSWAY SUITE 102 | DALLAS | TX | 75206 | NONE | PC | PROGRAM SUPPORT | $25,000 | 5 |
| COLSON CENTER FOR CHRISTIAN WORLDVIEW | ||||||||
| PO BOX 62160 | COLORADO SPRINGS | CO | 80962 | NONE | PC | PROGRAM EXPANSION | $50,000 | |
| COMMUNITIES FOUNDATION OF TEXAS | ||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | NONE | PC | GIVING DAY SUPPORT | $50,000 | |
| COWTOWN MARATHON | ||||||||
| 3584 S HILLS AVENUE SUITE 21 | FORT WORTH | TX | 76109 | NONE | PC | PROGRAM SUPPORT | $20,000 | |
| DISCALCED CARMELITE NUNS | ||||||||
| 5801 MT CARMEL DRIVE | ARLINGTON | TX | 76017 | NONE | PC | SPECIAL PROJECTS | $30,000 | |
| FORT WORTH HISPANIC CHAMBER OF COMMERCE FOUNDATION | ||||||||
| 1327 NORTH MAIN STREET | FORT WORTH | TX | 76164 | NONE | PC | SPECIAL PROGRAM | $10,000 | |
| FORT WORTH PROMOTION AND DEVELOPMENT FUND | ||||||||
| PO BOX 8040 | FORT WORTH | TX | 76124 | NONE | PC | EVENT UNDERWRITING | $6,000 | |
| FORT WORTH REPORT | ||||||||
| 2003 8TH AVENUE 300 | FORT WORTH | TX | 76110 | NONE | PC | PROGRAM EXPANSION | $75,000 | |
| GOODMAN INSTITUTE FOR PUBLIC POLICY | ||||||||
| 6335 W NORTHWEST HIGHWAY 2111 | DALLAS | TX | 75225 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| HOGAN TROPHY AWARD FOUNDATION | ||||||||
| 3735 COUNTRY CLUB CIRCLE | FORT WORTH | TX | 76109 | NONE | PC | EVENT UNDERWRITING | $5,000 | |
| HUMANE SOCIETY OF NORTH TEXAS | ||||||||
| 1840 EAST LANCASTER AVENUE | FORT WORTH | TX | 76103 | NONE | PC | FACILITY IMPROVEMENTS | $50,000 | |
| INDEPENDENT INSTITUTE | ||||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| MULTICULTURAL ALLIANCE | ||||||||
| PO BOX 12569 | FORT WORTH | TX | 76110 | NONE | PC | EVENT UNDERWRITING | $5,000 | |
| NATIONAL CHRISTIAN FOUNDATION | ||||||||
| 4514 COLE AVENUE SUITE 1650 | DALLAS | TX | 75205 | NONE | PC | PROGRAM EXPANSION | $25,000 | |
| NATIONAL LEADERSHIP FOUNDATION | ||||||||
| 3149 SOUTH UNIVERSITY DRIVE | FORT WORTH | TX | 76109 | NONE | PC | PUBLICATION UNDERWRITING | $25,000 | |
| NORTH TEXAS COMMUNITY FOUNDATION | ||||||||
| 777 MAIN STREET SUITE 2850 | FORT WORTH | TX | 76102 | NONE | PC | ECONOMIC DEVELOPMENT PARTNERSHIP | $125,000 | |
| PIONEERS REST CEMETERY ASSOCIATION | ||||||||
| PO BOX 100294 | FORT WORTH | TX | 76185 | NONE | PC | FACILITY IMPROVEMENTS | $15,000 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 3389 SHERIDAN STREET 293 | HOLLYWOOD | FL | 33021 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| SAVING HOPE FOUNDATION | ||||||||
| 420 THROCKMORTON STREET 550 | FORT WORTH | TX | 76102 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| TEXAS PUBLIC POLICY FOUNDATION | ||||||||
| 901 CONGRESS AVENUE | AUSTIN | TX | 78701 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| TEXAS VALUES | ||||||||
| 1005 CONGRESS AVE SUITE 830 | AUSTIN | TX | 78701 | NONE | PC | PROGRAM EXPANSION | $75,000 | |
| UNIVERSITY LITTLE LEAGUE | ||||||||
| 1320 S UNIVERSITY DRIVE SUITE 701 | FORT WORTH | TX | 76107 | NONE | PC | FACILITY IMPROVEMENTS | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,031,652 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE 16 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1036 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE, LITERACY, OR EDUCATIONAL | GrantOrContributionPurposeTxt |
| Amt | $19,490,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $19,490,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,593,912 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $32,666 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,493,054 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $47,642 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,489,610 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $81,641,302 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd |
|---|---|---|---|---|
| OIL AND GAS ROYALTIES | $89,813 | 15 | $4,019,873 | |
| MISCELLANEOUS INCOME | 18 | $12,112,717 | ||
| FROM PASS-THROUGH ACTIVITIES (LOSS) | -$2,444,931 | 18 | -$9,434,117 | 901101 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$3,812,062 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,474,383 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,662,321 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | Yes (true) | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (5 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| DOWNTOWN FORT WORTH | ||
| 1b(6) | $2,000 | PAYMENT OF MEMBERSHIP DUES |
| FORT WORTH CHAMBER OF COMMERCE | ||
| 1b(6) | $2,910 | PAYMENT OF MEMBERSHIP DUES |
| AICPA | ||
| 1b(6) | $350 | PAYMENT OF MEMBERSHIP DUES |
| FOUNDATION FINANCIAL OFFICERS GROUP | ||
| 1b(6) | $2,000 | PAYMENT OF MEMBERSHIP DUES |
| PHILANTHROPY SOUTHWEST | ||
| 1b(6) | $7,500 | PAYMENT OF MEMBERSHIP DUES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES - 990-PF | $98,194 | $34,015 | $0 | $64,179 |
| ACCOUNTING FEES - 990-T | $16,000 | $0 | $0 | $0 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHMENT SCHEDULE 6 | PropertyDesc |
| Current Year Expense | $315,628 | CurrentYearExpenseAmt |
| Net Investment Income | $308,856 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| AMON G CARTER FOUNDATION | ||||||||
| STCG - SEE ATTACHED SCHEDULE 2 | 2024-01 | P | 2024-12 | $5,281,010 | $3,793,238 | $0 | $1,487,772 | $0 |
| AMON G CARTER FOUNDATION | ||||||||
| LTCG - SEE ATTACHED SCHEDULE 3 | 2023-01 | P | 2024-12 | $200,772,923 | $120,619,393 | $0 | $80,153,530 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED SCHEDULE 11 | BondNm |
| EOY Book Value | $413,370 | EOYBookValueAmt |
| EOYFMV | $221,682 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE 9 | StockNm |
| EOY Book Value | $302,433,544 | EOYBookValueAmt |
| EOYFMV | $447,692,804 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $422,405 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $105,310 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED SCHEDULE 12 | CategoryOrItemTxt |
| Cost Or Other Basis | $18,487,518 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $12,344,355 | AccumulatedDepreciationAmt |
| Book Value | $6,143,163 | BookValueAmt |
| EOYFMV | $35,013,564 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED SCHEDULE 14 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $152,109,235 | BookValueAmt |
| EOYFMV | $237,790,176 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $3,040,572 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,598,595 | AccumulatedDepreciationAmt |
| Book Value | $441,977 | BookValueAmt |
| EOYFMV | $441,977 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 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 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| 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 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 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 |