2026-06-09T09:23:45-04:00 2026-04-30 752074778 GRIER REEVES & LAWLEY PC 3424 TEXAS BOULEVARD TEXARKANA TX 75503 990PF 2025-05-01 264050040 KELLEY & MORGAN FAMILIES FOUNDATION KELL 9037920134 1 OAKHOLLOW DR TEXARKANA TX 75503 JUDY KELLEY MORGAN PRESIDENT 2026-06-04 BELINDA BAKER P00004621 9037935695 2026-06-04 2025 2025-03-06 01:10:19Z X 1972047 X X 322 322 31452 31452 163030 300506 163030 194804 194804 3120 2184 936 334 234 100 2546 1200 1200 7200 2418 2236 217350 217350 224550 2418 219586 -29746 192386 1732 16859 16859 1639790 1594917 1955188 1641522 1611776 1972047 0 X 1641522 1611776 1641522 1611776 1641522 1611776 1641522 -29746 1611776 1611776 PUBLICLY TRADED SECURITIES P 172240 137476 34764 34764 163030 34764 2674 2674 2674 2000 2000 674 false false false false false false false true true TX true false false false false true N/A THE FOUNDATION 9037920134 1 OAKHOLLOW DR TEXARKANA TX 75503 false false false false false false false false false false false false false false false false false false false false false JUDY KELLEY MORGAN 1 OAKHOLLOW DR TEXARKANA TX 75503 PRESIDENT 000.00 0 0 0 HAVEN MORGAN PEARCY 1 OAKHOLLOW DR TEXARKANA TX 75503 SECRETARY 000.00 0 0 0 SHELBY MORGAN WANSTRATH 1 OAKHOLLOW DR TEXARKANA TX 75503 DIRECTOR 000.00 0 0 0 RYAN PATRICK MORGAN 1 OAKHOLLOW DR TEXARKANA TX 75503 DIRECTOR 000.00 0 0 0 NONE NONE N/A 1960252 12259 0 1972511 1972511 29588 1942923 97146 97146 2674 2674 94472 94472 94472 219586 219586 94472 4012 12957 45242 78281 140492 219586 94472 125114 265606 0 4012 261594 12957 45242 78281 125114 JUDY KELLEY MORGAN 1 OAKHOLLOW TEXARKANA TX 75503 9037920134 LETTER OF REQUEST, USE OF FUNDS AND PERSON IN CHARGE OF THE PROGRAM FOR WHICH THE GRANT IS TO BE USED. A COPY OF THE GRANTEE'S IRS LETTER OF EXEMPTION FROM INCOME TAX. A LIST OF GRANTEE'S BOARD OF DIRECTORS. NONE MUST BE USED FOR RECIPIENT'S TAX EXEMPT PURPOSE, INCLUDING GENERAL OPERATING SUPPORT. ALZHEIMER'S ALLIANCE 100 MEMORY LN TEXARKANA TX 75503 N/A PC FURTHERANCE OF EXEMPT PURPOSES 5000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 N/A PC FURTHERANCE OF EXEMPT PURPOSE 5000 CADDO AREA COUNCIL BSA 24 LYNNWOOD DR TEXARKANA TX 75503 N/A PC FURTHERANCE OF EXEMPT PURPOSE 5000 CASA OF NORTHEAST TEXAS 1201 MAIN ST TEXARKANA TX 75501 N/A PC FURTHERANCE OF EXEMPT PURPOSES 11500 CHRISTUS ST MICHAEL FOUNDATION 2600 ST MICHAEL DR TEXARKANA TX 75503 N/A PC FURTHERANCE OF EXEMPT PURPOSE 5000 COMMUNITY FOUNDATION BRAZOS VALLEY 1733 BRIARCREST DR SUITE 209 BRYAN TX 77802 N/A PC FURTHERANCE OF EXEMPT PURPOSE 2500 FEARFULLY AND WONDERFULLY MADE 4303 TEXAS BLVD SUITE 2 TEXARKANA TX 75503 N/A PC FURTHERANCE OF EXEMPT PURPOSE 1000 FIRST METHODIST CHURCH 5801 SUMMERHILL RD TEXARKANA TX 75503 N/A PC FURTHERANCE OF EXEMPT PURPOSE 5000 HARVEST REGIONAL FOOD BANK 3120 E 19TH ST TEXARKANA AR 71854 N/A PC FURTHERANCE OF EXEMPT PURPOSE 2000 HAVEN HOMES P O BOX 5345 TEXARKANA TX 75505 N/A PC FURTHERANCE OF EXEMPT PURPOSE 6350 LEADERSHIP TEXARKANA P O BOX 311 TEXARKANA TX 755040311 N/A PC FURTHERANCE OF EXEMPT PURPOSE 500 LIFEWISE ACADEMY 3940 LYMAN DR HILLIARD OH 43026 N/A PC FURTHERANCE OF EXEMPT PURPOSE 23000 MAIN STREET TEXARKANA 3701 MAIN ST TEXARKANA TX 75503 N/A PC FURTHERANCE OF EXEMPT PURPOSE 4000 OPPORTUNITIES INC 6101 N STATELINE AVE TEXARKANA TX 75501 N/A PC FURTHERANCE OF EXEMPT PURPOSE 4500 PLEASANT GROVE HIGH SCHOOL 5406 MCKNIGHT RD TEXARKANA TX 75503 N/A PC FURTHERANCE OF EXEMPT PURPOSE 1000 RESTORATION OF HOPE 1217 HAZEL ST TEXARKANA TX 75501 N/A PC FURTHERANCE OF EXEMPT PURPOSE 6000 TCU FROG CLUB TCU BOX 297140 FORT WORTH TX 76129 N/A PC FURTHERANCE OF EXEMPT PURPOSE 10000 TEXARKANA CHAMBER OF COMMERCE 819 N STATELINE AVE TEXARKANA TX 75501 N/A PC FURTHERANCE OF EXEMPT PURPOSE 5000 TEXARKANA COLLEGE FOUNDATION 2500 N ROBINSON RD TEXARKANA TX 75503 N/A PC FURTHERANCE OF EXEMPT PURPOSE 5000 TEXARKANA MUSEUM SYSTEMS 219 N STATE LINE AVE TEXARKANA TX 75501 N/A PC FURTHERANCE OF EXEMPT PURPOSE 500 TEXARKANA SYMPHONY ORCHESTRA 421 HICKORY TEXARKANA AR 71854 N/A PC FURTHERANCE OF EXEMPT PURPOSE 23000 TEXAS A&M FOUNDATION 401 GEORGE BUSH DRIVE COLLEGE STATION TX 77840 N/A PC FURTHERANCE OF EXEMPT PURPOSE 10000 TEXAS A&M UNIVERSITY TEXARKANA 7101 UNIVERSITY AVE TEXARKANA TX 75503 N/A PC FURTHERANCE OF EXEMPT PURPOSE 47500 TEXAS MUSIC TEACHERS ASSOCIATION 1801 N ROBISON RD TEXARKANA TX 75501 N/A PC FURTHERANCE OF EXEMPT PURPOSE 1500 UAMS FOUNDATION FUND 4301 W MARKHAM 716 LITTLE ROCK AR 72205 N/A PC FURTHERANCE OF EXEMPT PURPOSE 2500 WACHA FAMILY & FRIENDS 500 W 5TH ST TEXARKANA TX 75501 N/A PC FURTHERANCE OF EXEMPT PURPOSE 5000 WINTHROP P ROCKEFELLER CANCER INSTITUTE 449 JACK STEPHENS DR LITTLE ROCK AR 72205 N/A PC FURTHERANCE OF EXEMPT PURPOSE 10000 WTAMU FOUNDATION WTAMU BOX 60909 CANYON TX 79016 N/A PC FURTHERANCE OF EXEMPT PURPOSE 10000 217350 14 322 14 31452 14 163030 194804 194804 false false false false false false false false false false GRIER REEVES & LAWLEY PC 3120 2184 936 OW ALL CAP CORE FUND AT COST 259173 401577 OW CREDIT INCOME FUND AT COST 141133 115968 OW FIXED INCOME FUND AT COST 423753 397164 OW LARGE CAP STRATEGIES FUND AT COST 550266 778812 OW SMALL & MIDCAP STRATEGIES FUND AT COST 220592 261667 EXPENSES DUES 1200 1200 BESSEMER TRUST 334 234 100 FEDERAL EXCISE TAX 2546