2026-08-04T15:57:52-05:00 2025-12-31 750786316 WEAVER AND TIDWELL LLP 4400 POST OAK PARKWAY SUITE 1100 HOUSTON TX 77027 990PF 2025-01-01 274385984 DORMAN FOUNDATION DORM 7133048041 2918 FRESHMEADOWS DRIVE HOUSTON TX 77063 MARGARET DORMAN DIRECTOR 7133048041 2026-07-31 1 DEANNA WARREN P01617120 7138508787 2025 2025-03-06 01:10:19Z X 1016932 X 33364 39090 37503 -325 80912 0 72129 37503 0 0 0 7970 3985 3985 9545 4773 4772 1002 2 0 505 252 253 19022 9012 9010 41000 41000 60022 9012 50010 12107 28491 15502 13019 13019 716974 745949 858495 155450 141065 145418 887926 900033 1016932 0 0 X 0 0 0 0 887926 900033 887926 900033 887926 900033 887926 12107 0 900033 0 900033 NATIONAL FINANCIAL SERVICES #1309 2025-05-15 80912 81237 -325 -325 -325 396 0 396 0 396 1040 0 0 0 1040 0 644 644 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A MARGARET DORMAN 7133048041 2918 FRESHMEADOWS DRIVE HOUSTON TX 77063 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WENDELL R DORMAN SR 2918 FRESHMEADOWS DR HOUSTON TX 77063 DIRECTOR 0.00 0 0 0 WENDELL R DORMAN JR 2918 FRESHMEADOWS DR HOUSTON TX 77063 CHAIRPERSON, DIRECTOR 0.00 0 0 0 MARGARET K DORMAN 2918 FRESHMEADOWS DR HOUSTON TX 77063 DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 0 988309 7432 0 995741 0 0 995741 14936 980805 49040 49040 396 396 48644 0 48644 0 48644 50010 0 50010 48644 0 0 0 50010 0 0 0 48644 1366 0 0 1366 0 0 0 0 0 0 0 1366 1366 MARGARET K DORMAN X GRAND AVENUE UMC 841 QUAPAW AVE HOT SPRINGS AR 71901 NONE PC FOOD PROGRAMS - SENIORS / BACKPACK / COMMUNITY 4500 KIWANIS ACTIVITIES INC 5512 FERNDALE CUT OFF RD LITTLE ROCK AR 72223 NONE PC JOSEPH PFEIFER KIWANIS CAMP 5000 HENDRIX COLLEGE 1600 WASHINGTON AVE CONWAY AR 72032 NONE PC EDUCATIONAL SCHOLARSHIP PROGRAM - COLLEGE 17500 MD ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 NONE PC GENERAL OPERATIONS 4000 BAYLOR COLLEGE OF MEDICINE 1 BAYLOR PLAZA HOUSTON TX 77030 NONE PC PATIENT CARE 10000 41000 0 14 39090 18 -325 0 38765 0 38765 0 0 0 0 0 0 0 0 0 0 X X 1 MARGARET K DORMAN 2918 FRESHMEADOWS DR HOUSTON TX 77063 33364 X ACCOUNTING FEES 9545 4773 4772 CHANGE TO A NON-OPERATING FOUNDATION PART VI-A, QUESTION 9 THE FOUNDATION WAS ESTABLISHED AS A PRIVATE OPERATING FOUNDATION AND HAS OPERATED ACCORDINGLY SINCE ITS INCEPTION, PRIMARILY CONDUCTING DIRECT CHARITABLE ACTIVITIES FOCUSED ON AWARDING SCHOLARSHIPS AND ADVANCING EDUCATIONAL OPPORTUNITIES THROUGH ACTIVE OPERATIONS. OVER TIME, HOWEVER, THE FOUNDATION'S MISSION AND OPERATIONAL STRUCTURE HAVE EVOLVED, WITH DECREASED EMPHASIS ON CONDUCTING AN ACTIVE EDUCATIONAL SCHOLARSHIP PROGRAM. EFFECTIVE JANUARY 1, 2025, THE BOARD OF DIRECTORS OF THE FOUNDATION DETERMINED THAT THE FOUNDATION'S CHARITABLE AND EDUCATIONAL-SUPPORTED ORIENTED GOALS WOULD BE MORE EFFECTIVELY ACHIEVED BY EXPANDING MAKING GRANTS TO OTHER TAX-EXEMPT ENTITIES. ACCORDINGLY, RATHER THAN QUALIFYING AS AN OPERATING FOUNDATION UNDER SECTION 4942(J)(3) OF THE INTERNAL REVENUE CODE BY ACTIVELY CONDUCTING A SCHOLARSHIP PROGRAM AND DIRECT EDUCATIONAL ACTIVITIES, THE FOUNDATION HAS TRANSITIONED FROM AN OPERATING PRIVATE FOUNDATION TO A NON-OPERATING PRIVATE FOUNDATION FOR FEDERAL TAX PURPOSES. THIS CHANGE IS BEING MADE IN ACCORDANCE WITH IRS REGULATIONS AND GUIDANCE. AS A NON-OPERATING FOUNDATION, THE FOUNDATION WILL CONTINUE TO PURSUE ITS CHARITABLE MISSION PRIMARILY THROUGH GRANTMAKING AND SUPPORTING A BROADER RANGE OF OTHER QUALIFIED, TAX-EXEMPT ORGANIZATIONS, RATHER THAN THROUGH DIRECT OPERATION OF CHARITABLE PROGRAMS. THE FOUNDATION'S ACTIVITIES WILL CONTINUE TO FOCUS ON FUNDING EDUCATIONAL OUTREACH, ANIMAL WELFARE, HEALTH CARE, MEDICAL RESEARCH, COMMUNITY OUTREACH AND OTHER CHARITABLE INITIATIVES. THE FOUNDATION REMAINS COMMITTED TO COMPLIANCE WITH ALL APPLICABLE TAX LAWS, INCLUDING THE FULFILLMENT OF MINIMUM DISTRIBUTION REQUIREMENTS UNDER SECTION 4942 TO AVOID EXCISE TAX ON UNDISTRIBUTED INCOME.THE BOARD HAS DETERMINED THAT NO CHANGES TO THE FOUNDATION'S ORGANIZATIONAL DOCUMENTS ARE NECESSARY TO AFFECT THIS TRANSITION. INVESTMENTS - CORPORATE BONDS 141065 145418 INVESTMENTS - CORPORATE STOCK 745949 858495 LEGAL FEES 7970 3985 3985 ADMINISTRATIVE EXPENSES 505 252 253 EXCISE TAX 1000 0 0 FOREIGN TAX 2 2 0