2024-11-12T12:53:08-06:00 2023-12-31 833169185 GRAHAM & JONES PLLC 2800 S HULEN STREET SUITE 102 FORT WORTH TX 76109 990PF 2023-01-01 752734057 HAMON CHARITABLE FOUNDATION HAMO 2149229850 500 N AKARD SUITE 2810 DALLAS TX 75201 KELLY ROACH PRESIDENT 2149229850 2024-11-11 1 0 TAYLOR D HUGHSTON P01354507 8178641100 2024-11-11 2023 2024-10-15 13:58:12Z X 84441198 X X 715099 715099 1269152 1269152 5222833 27329612 5222833 7736 7736 7214820 7214820 620000 620000 0 45173 45173 0 515028 515028 0 97929 16903 0 141733 141717 0 1419863 1338821 0 8821500 8821500 10241363 1338821 8821500 -3026543 5875999 10686229 15014112 15014112 40824 59230694 51876268 69386262 69916923 66890380 84441198 0 0 X 0 0 0 0 69916923 66890380 69916923 66890380 69916923 66890380 69916923 -3026543 0 66890380 0 66890380 DEUTSCHE BANK 2258139 2287657 -29518 -29518 BANK OF AMERICA 1068569 1057554 11015 11015 BANK OF AMERICA 10087907 9820922 266985 266985 DEUTSCHE BANK 13886837 8940646 4946191 4946191 CAPITAL GAINS DIVIDENDS P 28160 28160 28160 5222833 81676 0 81676 0 81676 91729 0 60000 0 151729 0 70053 70053 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A KELLY E ROACH 2149229850 2810 ROSS TOWER 500 N AKARD DALLAS TX 752013329 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KELLY ROACH 2810 ROSS TOWER 500 N AKARD DALLAS TX 75201 PRESIDENT/DIRECTOR 8.00 120000 0 0 LINDA J DUNAVANT 2810 ROSS TOWER 500 N AKARD DALLAS TX 75201 SECRETARY 1.00 100000 0 0 NANCY HALBREICH 9700 INWOOD ROAD DALLAS TX 75220 DIRECTOR 3.50 100000 0 0 KERN WILDENTHAL MD PHD 4001 HANOVER STREET DALLAS TX 75225 DIRECTOR 3.50 100000 0 0 TOM M SOUERS 1601 ELM STREET SUITE 4500 DALLAS TX 75201 DIRECTOR 3.50 100000 0 0 LAWRENCE H ROACH 2810 ROSS TOWER 500 N AKARD DALLAS TX 75201 DIRECTOR 3.50 100000 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 0 73059671 8638406 0 81698077 0 0 81698077 1225471 80472606 4023630 4023630 81676 81676 3941954 0 3941954 0 3941954 8821500 0 8821500 3941954 0 0 5599279 5990166 2264824 2263938 8143527 24261734 8821500 0 0 0 3941954 4879546 0 0 29141280 0 0 0 0 0 0 5599279 23542001 5990166 2264824 2263938 8143527 4879546 KELLY ROACH 500 N AKARD DALLAS TX 75201 2149229850 BY LETTER N/A N/A 29 ACRES 3000 MOSELEY RD CROSS ROADS TX 76227 N/A PC ASSIST PEOPLE WITH AUTISM & OTHER NEURODIVERSITY HAVE COMMUNITY & A SAFE PLACE TO LIVE 71500 ABILITY CONNECTION 8802 HARRY HINES BLVD DALLAS TX 75235 N/A PC TO ENRICH THE LIVES OF PEOPLE WITH DISABILITIES 10000 ADAPTIVE TRAINING 4125 OLD DENTON ROAD CARROLLTON TX 75010 N/A PC TO HELP THOSE WITH LIFE-ALTERING INJURIES FIND LIFE-FULFILLING ADAPTIVE PERFORMANCE TRAINING 100000 ASHFORD RISE SCHOOL OF DLS 6000 PRESTON RD DALLAS TX 75205 N/A PC PROVIDE EARLY EDUCATION SERVICES TO CHILDREN 6 MOS. TO 6 YEARS WITH/WITHOUT DISABILITIES 10000 AUSTIN STREET CENTER PO BOX 710729 DALLAS TX 75371 N/A PC FEED, CLOTHE AND SHELTER INDIVIDUALS IN NEED 10000 BAYLOR UNIVERSITY 1311 S 5TH STREET WACO TX 76706 N/A PC TO EDUCATE MEN & WOMEN FOR LEADERSHIP AND SERVICE BY INTEGRATING ACADEMIC EXCELLENCE & CHRISTIAN VALUES 500000 BOYS & GIRLS CLUB 3218 E BELKNAP STREET FORT WORTH TX 76111 N/A PC TO ENABLE YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS 10000 CAFE MOMENTUM 1510 PACIFIC DALLAS TX 75201 N/A PC TO TRANSFORM YOUNG LIVES BY EQUIPPING COMMUNITY'S MOST AT-RISK YOUTH WITH LIFE SKILLS 10000 CAMP SWEENEY 10687 FM678 WHITESBORO TX 76273 N/A PC EDUCATING YOUNG CHILDREN ABOUT DIABETES IN A CARING, SUPPORTIVE AND FUN ENVIRONMENT 10000 CHILDRENS MEDICAL CENTER 1935 MEDICAL DISTRICT DR DALLAS TX 75201 N/A PC PROVIDE CARE TO ALL CHILDREN, MAKE A BETTER LIFE FOR CHILDREN AND SEARCH FOR CURES. 2500000 CROSSROADS COMMUNITY SERVICES FOUNDATION 1822 YOUNG ST DALLAS TX 75201 N/A PC SUPPORT THE CCS MISSION TO PROVIDE NUTRITIOUS FOODS AND CLOTHING TO FAMILIES IN NEED IN DALLAS. 10000 DALLAS CASA 2757 SWISS AVENUE DALLAS TX 75204 N/A PC TO PROTECT CHILDREN, RESTORE CHILDHOODS, & HELP CHILD VICTIMS OF ABUSE & NEGLECT 10000 DALLAS COLLEGE FUND 1601 BOTHAM JEAN BLVD DALLAS TX 75215 N/A PC WE ADVANCE ECONOMIC MOBILITY FOR STUDENTS IN OUR COMMUNITY 100000 DME EXCHANGE OF DALLAS 12015 SHILOH RD STE 130 DALLAS TX 75228 N/A PC COLLECT, REFURBISH, SANITIZE & DISTRIBUTE USED DURABLE MEDICAL EQMT TO RESIDENTS OF DALLAS COUNTY 10000 EPILEPSY FOUNDATION TEXAS 2401 FOUNTAIN VIEW HOUSTON TX 77057 N/A PC TO PROVIDE MEDICAL CARE, CAMPS, EDUCATION, AND SUPPORT FOR PEOPLE WITH EPILEPSY. 10000 ESSILOR 13515 N STEMMONS FWY DALLAS TX 75234 N/A PF TO HELP ELIMINATE UNCORRECTED POOR VISION IN A GENERATION. 10000 FAMILY GATEWAY 1421 W MOCKINGBIRD LN SUITE C DALLAS TX 75247 N/A PC LIFE-CHANGING SUPPORTIVE SERVICES TO CHILDREN & FAMILIES AFFECTED BY HOMELESSNESS 100000 HMHI 501 CHIPETA WAY SALT LAKE CITY UT 84108 N/A PC ADVANCE MENTAL HEALTH KNOWLEDGE, HOPE, AND HEALING FOR ALL. 75000 KIPP TEXAS PO BOX 674443 DALLAS TX 75267 N/A PC TO PROVIDE COLLEGE PREPARATORY SERVICES TO STUDENTS IN UNDERSERVED COMMUNITIES 200000 LITERACY ACHIEVES 4144 N CENTRAL EXPRESSWAY STE 702 DALLAS TX 75204 N/A PC SUPPORT ADULT ENGLISH LITERACY AND EARLY CHILDHOOD EDUCATION PROGRAMS 10000 METROCARE 1345 RIVER BEND DR SUITE 200 DALLAS TX 75247 N/A PC TO HELP SUPPORT PEOPLE WITH A MENTAL HEALTH CHALLENGE OR DEVELOPMENTAL DISABILITY THRIVE. 100000 NORTH TEXAS FOOD BANK 4500 S COCKRELL HILL RD DALLAS TX 75236 N/A PC TO PROVIDE FUNDS TO THE FOOD BANK TO PROVIDE ACCESS TO HUNGRY FAMILIES, CHILDREN AND SENIORS. 10000 PARKLAND BREAST IMAGING 5200 HARRY HINES BOULEVARD DALLAS TX 75235 N/A PC PROIVDE HEALTHCARE NEEDS TO THOSE WHO DO NOT QUALIFY FOR ANOTHER FUNDING SOURCE 600000 PHOENIX HOUSE 2345 REAGAN STREET DALLAS TX 75219 N/A PC TO PREVENT SUBSTANCE USE AND EDUCATING OUR COMMUNITIES ABOUT MENTAL HEALTH. 50000 PLANNED PARENTHOOD OF GREATER TEXAS 7424 GREENVILLE AVE SUITE 206 DALLAS TX 75231 N/A PC PROVIDE REPRODUCTIVE & RELATED HEALTHCARE SERVICES AND DELIVER SCIENCE-BASED EDUCATION PROGRAMS 150000 SOUTHERN METHODIST UNIVERSITY PO BOX 750100 DALLAS TX 75275 N/A PC TO CREATED, EXPAND, AND IMPART KNOWLEDGE THROUGH TEACHING, RESEARCH, AND SERVICE. 620000 ST PHILLIPS 1600 PENNSYLVANIA AVENUE DALLAS TX 75215 N/A PC TO PROVIDE AN EDUCATION & COMMUNITY SERVICES THROUGH A FAITH-BASED EXPERIENCE 50000 THE BRIDGE PO BOX 710100 DALLAS TX 75317 N/A PC PROVIDE SUPPORT TO END ADULT LONG-TERM HOMELESSNESS IN DALLAS THE AND SURROUDING AREA 10000 THE SENIOR SOURCE 3910 HARRY HINES BLVD DALLAS TX 75219 N/A PC TO EMPOWER ACTIVE SENIORS TO LIVE WITH PURPOSE AND PROTECT VULNERABLE OLDER ADULTS 10000 UPCHIEVE 150 COURT STREET FLOOR 2 BROOKLYN NY 11201 N/A PC TO DEMOCRATIZE ACCESS TO ACADEMIC SUPPORT SO ALL STUDENTS HAVE AN EQUAL OPPORTUNITY 25000 UPLIFT EDUCATION 3000 PEGASUS PARK DRIVE SUITE 1100 DALLAS TX 75247 N/A PC PROVIDE TUITION-FREE, PUBLIC CHARTERS SCHOOLS IN UNDERSERVED AREAS. 1250000 UT SOUTHWESTERN - DR BEUTLER 5323 HARRY HINES BLVD DALLAS TX 75390 N/A PC TO HELP FURTHER MEDICAL AND SCIENTIFIC DISCOVERIES. 1000000 UT SOUTHWESTERN - RED BIRD PROJECT 5323 HARRY HINES BLVD DALLAS TX 75390 N/A PC TO BRING MEDICAL CARE TO PATIENTS IN A MORE CONVENIENT LOCATION. 1000000 VNA MEALS ON WHEELS 1600 VICEROY DRIVE SUITE 400 DALLAS TX 75235 N/A PC PROVIDE MEALS TO DALLAS COUNTY RESIDENTS WHO CAN'T PROVIDE FOR THEMSELVES 100000 VOGEL ALCOVE 1738 GANO STREET DALLAS TX 75215 N/A PC TO HELP YOUNG CHILDREN AND THEIR FAMILIES OVERCOME THE LASTING AND TRAUMATIC EFFECTS OF HOMELESSNESS 80000 8821500 DALLAS COLLEGE FUND 1601 BOTHAM JEAN BLVD DALLAS TX 75215 N/A PC WE ADVANCE ECONOMIC MOBILITY FOR STUDENTS IN OUR COMMUNITY 100000 FAMILY GATEWAY 1421 W MOCKINGBIRD LN SUITE C DALLAS TX 75247 N/A PC LIFE-CHANGING SUPPORTIVE SERVICES TO CHILDREN & FAMILIES AFFECTED BY HOMELESSNESS 75000 ST PHILLIPS 1600 PENNSYLVANIA AVENUE DALLAS TX 75215 N/A PC TO PROVIDE AN EDUCATION & COMMUNITY SERVICES THROUGH A FAITH-BASED EXPERIENCE 50000 UPCHIEVE 150 COURT STREET FLOOR 2 BROOKLYN NY 11201 N/A PC TO DEMOCRATIZE ACCESS TO ACADEMIC SUPPORT SO ALL STUDENTS HAVE AN EQUAL OPPORTUNITY 25000 250000 14 715099 14 1269152 14 7736 18 5222833 0 7214820 0 7214820 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 45173 45173 0 NONE 0 DEUTSCHE BANK AT COST 24664162 63088412 US TRUST AT COST 27212106 6297850 OFFICE EXPENSES 102151 102135 0 INSURANCE 39582 39582 0 OTHER INCOME - BANK OF AMERICA 2301 2301 2301 OTHER INCOME - DEUTSCHE BANK 5435 5435 5435 BANK OF AMERICA - INVESTMENT EXPENSES 199091 199091 0 DEUTSCHE BANK - INVESTMENT EXPENSES 315937 315937 0 FOREIGN TAXES 7723 7723 0 PAYROLL TAXES 9180 9180 0 FEDERAL EXCISE TAX 81026 0 0