2024-11-15T14:29:37-06:00 2023-12-31 751765077 THE BLUM FIRM PC 777 MAIN ST SUITE 550 FORT WORTH TX 76102 990PF 2023-01-01 260265867 Lawrence B Dale Family Foundation LAWR 8173340066 2100 Ross Avenue Suite 1870 LB9 Dallas TX 752016773 LAWRENCE B DALE PRESIDENT 8173340066 2024-11-15 1 0 CATHERINE R MOON P00173204 8173340066 2024-11-15 2023 2024-10-15 13:58:12Z X 4532286 X X 22150 22150 0 93391 93391 0 -230187 1621715 0 13371 13371 0 -101275 128912 0 0 0 0 9381 9381 0 5000 0 0 2394 2394 16775 11775 0 487167 487167 503942 11775 487167 -605217 117137 1165193 1194588 1194588 402672 873192 874989 2592552 1616254 2462709 128834 0 0 4289251 3684034 4532286 0 0 X 4289251 3684034 0 0 0 0 4289251 3684034 4289251 3684034 4289251 -605217 0 3684034 0 3684034 BANK OF AMERICA 25000 25066 -66 -66 JPMORGAN 1461025 1699553 -238528 -238528 DRE VICEROY INTEREST 135690 126513 9177 9177 BANK OF AMERICA TAX COST ADJ 770 -770 -770 -230187 1628 0 1628 0 1628 3104 0 0 0 3104 0 1476 1476 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A LAWRENCE B DALE 8173340066 2100 ROSS AVE SUITE 1870 DALLAS TX 75201 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAWRENCE B DALE 2100 ROSS AVE SUITE 1870 DALLAS TX 75201 PRES, TREAS & DIRECTOR 1.00 0 0 0 BEVERLEY B DALE 2100 ROSS AVE SUITE 1870 DALLAS TX 75201 V-P, SEC'Y & DIRECTOR 1.00 0 0 0 JOHN R DALE 2100 ROSS AVE SUITE 1870 DALLAS TX 75201 DIRECTOR 1.00 0 0 0 PETER L DALE 2100 ROSS AVE SUITE 1870 DALLAS TX 75201 DIRECTOR 1.00 0 0 0 EDWARD B DALE 2100 ROSS AVE SUITE 1870 DALLAS TX 75201 DIRECTOR 1.00 0 0 0 JAYNE K DALE 2100 ROSS AVE SUITE 1870 DALLAS TX 75201 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 3406537 1236141 64417 4707095 0 0 4707095 70606 4636489 231824 231824 1628 1628 230196 0 230196 0 230196 487167 0 487167 230196 0 0 206898 393595 183809 223053 33847 1041202 487167 0 0 0 230196 256971 0 0 1298173 0 0 0 0 0 0 206898 1091275 393595 183809 223053 33847 256971 X I AM A GOLFER FOUNDATION PO BOX 196149 DALLAS TX 75219 PC GENERAL FUND 25000 PARK CITIES PRESBYTERIAN CHURCH 4124 OAK LAWN AVE DALLAS TX 75219 PC GENERAL FUND 25000 ST PHILIP'S SCHOOL 1600 PENNSYLVANIA AVE DALLAS TX 75245 PC GENERAL FUND 10000 WHITEFISH COMMUNITY FOUNDATION 214 SECOND ST W STE 1 WHITEFISH MT 59937 PC CIRCLE OF GIVING FUND 5000 THE LOOP DALLAS 3000 PEGASUS PARK DR 744 DALLAS TX 75247 PC GENERAL FUND 196667 BS&W DALLAS FOUNDATION 3600 GASTON AVE BARNT TOWER STE 100 DALLAS TX 75246 PC AT&T MEMORY CENTER FUND 10000 YOUTH BELIEVING IN CHANGE 8574 STULTS RD DALLAS TX 75243 PC GENERAL FUND 10000 ELIZABETH TOONS CHARITIES PO BOX 195609 DALLAS TX 75219 PC GENERAL FUND 10000 CITY YEAR DALLAS 3000 PEGASUS PARK DR 730 DALLAS TX 75247 PC GENERAL FUND 10000 CISTERCIAN PREP SCHOOL 3660 CISTERCIAN ROAD IRVING TX 75039 PC CAPITAL CAMPAIGN - FORMATION 35000 FIRST TEE GREATER DALLAS 16200 ADDISON RD STE 255 ADDISON TX 75001 PC 2023 FORVIS INVITATIONAL SPONSOR 10000 DALLAS 24 HOUR CLUB 4636 ROSS AVE DALLAS TX 75204 PC GENERAL FUND 5000 NOTRE DAME SCHOOL OF DALLAS 2018 ALLEN ST DALLAS TX 75204 PC AFFAIR OF THE HEART FUND 5000 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVE STE 1100 BETHESDA MD 20814 PC GENERAL FUND 2500 T JEFFERSON HIGH SCHOOL ALUMNI ASSOCIATION 4347 W NORTHWEST HWY STE 130 DALLAS TX 75220 PC GENERAL FUND 25000 HIGHLAND PARK ISD EDUCATION FOUNDATION 4201 GRASSMERE LANE DALLAS TX 75205 PC GENERAL FUND 100000 MEN OF NEHEMIAH 2010 AL LIPSCOMB WAY DALLAS TX 75215 PC GENERAL FUND 3000 487167 0 22150 93391 13371 0 0 0 128912 128912 3 ONLY SOURCES OF INCOME FOR THIS FOUNDATION ARE INVESTMENT INCOME 4 ONLY SOURCES OF INCOME FOR THIS FOUNDATION ARE INVESTMENT INCOME 8 ONLY SOURCES OF INCOME FOR THIS FOUNDATION ARE INVESTMENT INCOME 11A ONLY SOURCES OF INCOME FOR THIS FOUNDATION ARE INVESTMENT INCOME 11B ONLY SOURCES OF INCOME FOR THIS FOUNDATION ARE INVESTMENT INCOME 0 0 0 0 0 0 0 0 0 0 1616254 0 873192 0 0 0 ROYALTIES (JPMORGAN) 15962 15962 0 RENTS (DRE VICEROY SCH K-1) -2591 -2591 0 BANK OF AMERICA 9381 9381 0 IRS FORM 990-PF 5000 0 0