2024-11-15T09:31:17-06:00 2023-12-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2023-01-01 742999802 THE SCHWEITZER FAMILY FOUNDATION SCHW 2146942512 3000 PEGASUS PARK DR 930 DALLAS TX 75247 TORREY LITTLETON TREASURER 2146942512 2024-11-14 1 1 SARA BURKHART P01435955 9724901970 2023 2024-10-15 13:58:12Z LYLE S JACKSON 3640 SOUTHWESTERN BLVD HIGHLAND PARK TX 75225 17919621 0 X N/A X 2001 TX BROAD SUPPORT OF THE PHILANTHROPIC COMMUNITY INCLUDING CANCER, MENTAL HEALTH, EDUCATION, ADDICTION, PUBLIC SAFETY, AND THE ARTS. 4 2 0 2 0 0 0 0 0 0 -84644 1636745 0 0 -84644 1636745 0 102791 0 0 0 0 0 0 0 727294 98800 727294 201591 -811938 1435154 9965567 9880239 65389 15749 9900178 9864490 BROAD SUPPORT OF THE PHILANTHROPIC COMMUNITY INCLUDING CANCER, MENTAL HEALTH, EDUCATION, ADDICTION, PUBLIC SAFETY, AND THE ARTS. 0 0 102791 102791 CHARITABLE CONTRIBUTIONS 102791 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X TORREY LITTLETON 2146942512 3000 PEGASUS PARK DR SUITE 930 DALLAS TX 75247 MATTHEW RANDAZZO VICE PRESIDENT 1.00 40.00 X X 0 272946 24870 JULIE DIAZ VICE PRESIDENT 1.00 40.00 X X 0 367667 13433 LYLE S JACKSON PRESIDENT 1.00 X X 0 0 0 LANE RAY VICE PRESIDENT 1.00 X X 0 0 0 TORREY LITTLETON TREASURER 1.00 40.00 X X 0 231518 25165 ANGELA WOODSON SECRETARY 1.00 40.00 X X 0 137029 14053 0 1009160 77521 0 0 1 0 0 375767 375767 17543854 16282876 1260978 1260978 1260978 1636745 0 0 1636745 X 102791 102791 4264 4264 5058 5058 9875 9875 79603 79603 201591 102791 98800 0 9965567 9880239 9965567 9880239 2588 65389 13161 65389 15749 X 0 0 0 0 9900178 9864490 9900178 9864490 9965567 9880239 1435154 -1470842 0 X X 0 1 X 1 0 X X 1 THE DALLAS FOUNDATION 752890371 7 1 102791 0 1 102791 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 US CAPITAL ADVISORS INVESTMENTS -10 F JP MORGAN INVESTMENTS 9880249 F 9880239 ADMINISTRATIVE FEE PAYABLE 13161 13161 X PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF ASC 740-10, INCOME TAXES, RELATED TO UNRECOGNIZED TAX POSITIONS. THE FOUNDATION RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH POSITIONS ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FOUNDATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEAR ENDED DECEMBER 31, 2023, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNCERTAIN TAX POSITIONS AS INCOME TAX EXPENSE. THE FOUNDATION'S INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. 0 THE DALLAS FOUNDATION 3000 PEGASUS PARK DR SUITE 930 DALLAS TX 75247 752890371 501(C)(3) 102791 0 DAF FUNDING 1 0 0 0 0 0 0 0 0 0 JULIE DIAZ VICE PRESIDENT 0 367667 0 0 0 0 0 13433 0 0 0 381100 0 0 MATTHEW RANDAZZO VICE PRESIDENT 0 248433 0 24513 0 0 0 10481 0 14389 0 297816 0 0 TORREY LITTLETON TREASURER 0 209518 0 22000 0 0 0 9680 0 15485 0 256683 0 0 ANGELA WOODSON SECRETARY 0 132829 0 4200 0 0 0 5540 0 8513 0 151082 0 0 SCH J, PG 2, PART II COMPENSATION DETERMINED BY THE DALLAS FOUNDATION, EIN 75-2890371, RELATED ORGANIZATION USING COMPENSATION STUDY AND APPROVED BY FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE RETURN WILL BE PROVIDED TO THE BOARD FOR REVIEW/APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION WILL PROVIDE COPIES OF DOCUMENTS UPON RECEIVING WRITTEN REQUEST. FORM 990, PART IX, LINE 11G ADMINISTRATIVE FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 79,603. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,603. FORM 990, PART XII, LINE 2C: NO CHANGES TO THE AUDIT PROCESS OCCURRED DURING THE CURRENT YEAR. THE DALLAS FOUNDATION 3000 PEGASUS PARK DR SUITE 930 DALLAS TX 75247 752890371 GRANT MAKING TX 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 THE DALLAS FOUNDATION B 102791 CASH THE DALLAS FOUNDATION N