2025-03-27T10:38:12-05:00 2024-12-31 871353108 EISNER ADVISORY GROUP LLC 16800 NORTH DALLAS PARKWAY SUITE 240 DALLAS TX 75248 990PF 2024-01-01 752611909 THE JOE M & DORIS R DEALEY FAMILY FOUNDATION JOEM 2147628080 3003 SWISS AVENUE 136 DALLAS TX 75204 PAMELA D PETTY PRESIDENT 2147628080 2025-03-10 1 0 MICHELLE JOHNSON P00008920 9728185300 2024 2025-03-06 01:10:19Z X 12779732 X X 220096 220096 506499 3897173 506499 6552 6552 733147 733147 65000 0 65000 3900 0 3900 16437 8219 8218 139028 139028 0 8792 3819 4973 1160 0 1160 474 0 474 5455 10 5445 240246 151076 89170 455000 455000 695246 151076 544170 37901 582071 238959 218139 218139 4715493 4661217 4565457 4496754 4656089 7520063 537717 495813 462449 16897 13624 13624 10005820 10044882 12779732 0 1648 0 1648 X 0 0 0 0 10005820 10043234 10005820 10043234 10005820 10044882 10005820 37901 1000 10044721 1487 10043234 MORGAN STANLEY #2090 70656 70554 102 102 MORGAN STANLEY #6197 985859 993181 -7322 -7322 MORGAN STANLEY #2090 569572 586157 -16585 -16585 MORGAN STANLEY #6197 2271086 1740782 530304 530304 506499 8091 0 8091 0 8091 13624 0 0 0 13624 0 5533 5533 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 HTTP://DEALEYFOUNDATION.ORG PAMELA D PETTY 2147664106 3003 SWISS AVENUE ROOM 136 DALLAS TX 75204 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STUART M BUMPAS 5306 SURREY CIRCLE DALLAS TX 75209 TRUSTEE/LEGAL ADVISOR 0.50 0 0 0 BRANSON K BYWATERS 6040 WALNUT HILL CIRCLE DALLAS TX 75230 TRUSTEE EMERITUS/FINCL ADVISOR 0.50 0 0 0 AMY E CAMPBELL 6827 CORONADO AVE DALLAS TX 75214 TRUSTEE 0.50 0 0 0 DEALEY CAMPBELL 403 AQUA DRIVE DALLAS TX 75218 EXECUTIVE DIRECTOR 20.00 65000 0 0 WILLIAM T CAMPBELL 230 ROSEBUD AVENUE CORPUS CHRISTI TX 78404 TRUSTEE 0.50 0 0 0 CHRISTOPHER DEALEY 1840 CR 350 SAN SABA TX 76877 TRUSTEE/SECRETARY 0.50 0 0 0 LINDSEY R DEALEY 15330 VIA LOS TULARES CARMEL VALLEY CA 93924 TRUSTEE 0.50 0 0 0 LAUREN KING 15832 LARSON DRIVE GOLD BAR WA 98251 TRUSTEE 0.50 0 0 0 PATRICIA DEALEY 15330 VIA LOS TULARES CARMEL VALLEY CA 93924 TRUSTEE 0.25 0 0 0 JOSEPH M DEALEY JR 5608 PALOMAR LANE DALLAS TX 75229 TRUSTEE/VICE PRESIDENT 2.00 0 0 0 BEVERLY GLENEWINKEL 810 BROOKHURST DRIVE DALLAS TX 75218 TRUSTEE/TREASURER 0.50 0 0 0 PAMELA D PETTY 1640 PROMONTORY DRIVE CEDAR HILL TX 75104 TRUSTEE/PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 12410682 279333 13624 12703639 0 0 12703639 190555 12513084 625654 625654 8091 8091 617563 1000 618563 0 618563 544170 0 544170 618563 0 0 77119 84837 161956 544170 0 0 0 544170 0 74393 74393 87563 0 0 0 0 0 0 0 87563 2726 84837 PAMELA D PETTY 3003 SWISS AVE 136 DALLAS TX 75204 2147664106 PAMELA@DEALEYFOUNDATION.ORG WRITTEN REQUESTS SHOULD BE SUBMITTED WITH THE APPROPRIATE EVIDENCE OF EXEMPT STATUS. SUCH EVIDENCE MAY BE AUDITED FINANCIAL STATEMENTS, LIST OF BOARD OF DIRECTORS, AND 501(C)(3) EXEMPTION FROM THE IRS. N/A N/A AUSTIN THEATRE ALLIANCE PO BOX 1566 AUSTIN TX 78767 N/A PC GENERAL SUPPORT 2500 CALLIER CENTER FOR COMMUNICATIONS DISORDERS 1966 INWOOD ROAD DALLAS TX 752357298 N/A PC GENERAL SUPPORT 25000 CEDAR HILL ACTION TEAM 928 BLACK WALNUT TRAILS CEDAR HILL TX 75104 N/A PC GENERAL SUPPORT 20000 CEDAR HILL MUSEUM 450 PIONEER TRAIL PO BOX 1021 CEDAR HILL TX 76106 N/A PC GENERAL SUPPORT 20000 CHILDREN'S MEDICAL FOUNDATION 1935 MEDICAL DISTRICT DRIVE DALLAS TX 75235 N/A PC GENERAL SUPPORT 50000 DALLAS VA MEDICAL CENTER 4500 SOUTH LANCASTER ROAD DALLAS TX 75216 N/A PC GENERAL SUPPORT 1250 EQUEST PO BOX 171779 DALLAS TX 75217 N/A PC GENERAL SUPPORT 5000 FOUNDING FORWARD DALLAS CHAPTER 2060 NORMANDY DRIVE HURST TX 76054 N/A PC GENERAL SUPPORT 5000 FRIENDS OF THE DALLAS PUBLIC LIBRARY DALLAS PUBLIC LIBRARY 1515 YOUNG STREET DALLAS TX 75201 N/A PC FOR THE ANNUAL EXPRESS YOURSELF POETRY COMPETITION AND DALLAS YOUTH POET LAUREATE SCHOLARSHIP FUND. 25000 FRIENDS OF THE TRICITY ANIMAL SHELTER PO BOX 381872 DUNCANVILLE TX 75138 N/A PC GENERAL SUPPORT 5000 INCARNATION ACADEMY CHURCH OF THE INCARNATION MAIN CAMPUS 3966 MCKINNEY AVENUE DALLAS TX 75204 N/A PC SECURITY UPGRADES 10000 JAMES DICK FOUNDATION FOR THE PERFORMING ARTS PO BOX 89 ROUND TOP TX 789540089 N/A PC GENERAL SUPPORT 2500 JOPPY MOMMA'S FARM 10548 WYATT STREET DALLAS TX 75218 N/A PC GENERAL SUPPORT 10000 JUBILEE PARK AND COMMUNITY CENTER 917 BANK STREET DALLAS TX 75223 N/A PC GENERAL SUPPORT 10000 LANG STUTTERING INSTITUTE (NOW BLANK) UNIVERSITY OF TEXAS AUSTIN BLANK STUTTERING INSTITUTE UNIVERSITY OF TEXAS PO BOX 7458 AUSTIN TX 78713 N/A PC FUNDING FOR A CLINIC. 150000 MEADOWS MUSEUM OF DALLAS SOUTHERN METHODIST UNIVERSITY PO BOX 750357 DALLAS TX 752750357 N/A PC GENERAL SUPPORT 2500 MY POSSIBILITIES 3601 MAPLESHADE LANE PLANO TX 75075 N/A PC GENERAL SUPPORT 1000 NATIONAL COALITION AGAINST DOMESTIC VIOLENCE 600 GRANT STREET SUITE 750 DENVER CO 80203 N/A PC GENERAL SUPPORT 1250 NEW FRIENDS NEW LIFE PO BOX 192378 DALLAS TX 75209 N/A PC GENERAL SUPPORT 1000 NORTH TEXAS FOOD BANK 3677 MAPLESHADE LANE PLANO TX 75075 N/A PC GENERAL SUPPORT 1000 OAK HILL ACADEMY 9407 MIDWAY ROAD DALLAS TX 75220 N/A PC GENERAL SUPPORT 1000 ORDER OF ST JOHN 1850 M STREET NW SUITE 1070 WASHINGTON DC 20036 N/A PC GENERAL SUPPORT 2000 ORDER OF ST JOHN 1850 M STREET NW SUITE 1070 WASHINGTON DC 20036 N/A PC GENERAL SUPPORT 1250 ORDER OF ST JOHN 1850 M STREET NW SUITE 1070 WASHINGTON DC 20036 N/A PC GENERAL SUPPORT 2000 PRESERVATION DALLAS 2922 SWISS AVENUE DALLAS TX 75204 N/A PC HALF RESTRICTED TO LEGACIES 10000 PRESERVATION TEXAS PO BOX 3514 SAN MARCOS TX 78667 N/A PC GENERAL SUPPORT 25000 PROJECT TRANSFORMATION 4024 CARUTH BLVD DALLAS TX 75225 N/A PC GENERAL SUPPORT 1000 RONALD MCDONALD HOUSE OF DALLAS 4707 BENGAL STREET DALLAS TX 75235 N/A PC GENERAL SUPPORT 5000 SAN SABA COMMUNITY FOUNDATION PO BOX 331 SAN SABA TX 76877 N/A PC GENERAL SUPPORT 1000 SAN SABA COUNTY HISTORICAL FOUNDATION 271 S THOMAS STEWART DRIVE SAN SABA TX 76877 N/A PC GENERAL SUPPORT 1000 SAN SABA VOLUNTEER FIRE DEPARTMENT PO BOX 369 SAN SABA TX 76877 N/A PC GENERAL SUPPORT 1000 SCOTTISH RITE HOSPITAL FOR CHILDREN 2222 WELBORN STREET DALLAS TX 75219 N/A PC GENERAL SUPPORT 1250 SENIOR SOURCE 3910 HARRY HINES DALLAS TX 75219 N/A PC GENERAL SUPPORT 1000 SILVER SPURS ALUMNI ASSOCIATION THE UNIVERSITY OF TEXAS PO BOX 142563 AUSTIN TX 787149939 N/A PC GENERAL SUPPORT 2000 SKY VALLEY ARTS COUNCIL PO BOX 18 320 MAIN STREET SULTAN WA 98294 N/A PC IMPROVING THE STARTUP EVENT CENTER'S SPORTS COURT, T-BALL FIELD, AND FACILITY GROUNDS 10000 ST JAMES DALLAS 9845 MCCREE ROAD DALLAS TX 75238 N/A PC GENERAL SUPPORT 1000 ST MICHAEL AND ALL ANGELS 8011 DOUGLAS AVENUE DALLAS TX 75225 N/A PC CAPITAL CAMPAIGN 10500 SUNSET CULTURAL CENTER PO BOX 1950 SAN CARLOS STREET CARMELBYTHESEA CA 93921 N/A PC GENERAL SUPPORT 10000 TEXAS STATE AQUARIUM WILDLIFE RESCUE CENTER 2710 NORTH SHORELINE BOULEVARD CORPUS CHRISTI TX 78402 N/A PC GENERAL SUPPORT 10000 THE TATUM'S GARDEN FOUNDATION 10 SAN MIGUEL AVENUE SALINAS CA 93901 N/A PC GENERAL SUPPORT 10000 UTSW FOUNDATION OLD PARKLAND 3889 MAPLE AVENUE SUITE 100 DALLAS TX 75219 N/A PC GENERAL SUPPORT 1000 455000 0 14 220096 14 6552 18 506499 0 733147 0 733147 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 16437 8219 8218 INVESTMENTS - CORPORATE STOCK 4656089 7520063 0 0 4661217 4565457 BLACKROCK BATS: SERIES E PTF AT COST 495813 462449 PREPAID FEDERAL INCOME TAX 15111 13624 13624 INCOME RECEIVABLE 1786 NET PY FEDERAL EXCISE TAX PAID 1487 MEMBERSHIP DUES 2660 0 2660 WEBSITE 1614 0 1614 ACCOUNT SERVICE FEE 10 10 0 INSURANCE 1120 0 1120 PAYROLL SUBSCRIPTION FEES 51 0 51 OTHER INCOME - MORGAN STANLEY #6197 6552 6552 6552 VOIDED/STOPPED CHECKS ON PY DISTRIBUTIONS 1000 PAYROLL LIABILITIES 0 1648 ADVISOR FEES - MORGAN STANLEY #6197 82284 82284 0 ADVISOR FEES - MORGAN STANLEY #2090 56744 56744 0 FOREIGN TAX WITHHELD - MORGAN STANLEY #6197 3819 3819 0 PAYROLL TAXES 4973 0 4973