2024-05-07T16:50:35-05:00 2023-12-31 752409112 HUSELTON MORGAN & MAULTSBY PC 5005 LYNDON B JOHNSON FWY STE 1200 DALLAS TX 75244 990PF 2023-01-01 472607515 THE ADDY FOUNDATION ADDY 2143034900 3232 MCKINNEY AVENUE 1500 DALLAS TX 752047402 BENJAMIN J LEAL DIRECTOR 2143034900 2024-04-25 1 BENJAMIN LEAL 999009999 0 ANAT BORODYANSKY P01293445 9724041010 2024-04-25 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 93400403 X 10000000 1888314 1888314 394582 394582 394582 12282896 2282896 308542 30854 277688 31070 3107 27963 7500 750 6750 12680 2536 10144 56011 42966 13046 14008 0 0 202353 168754 0 632164 248967 335591 13180415 13180415 13812579 248967 13516006 -1529683 2033929 4629873 1145132 1145132 74652110 92255271 92255271 79281983 93400403 93400403 2728 1166 2728 1166 X 0 0 0 0 79279255 93399237 79279255 93399237 79281983 93400403 79279255 -1529683 15649665 93399237 0 93399237 LONG TERM CAPITAL GAIN DISTRIBUTIONS 2023-12-31 394582 394582 394582 394582 28272 0 28272 0 28272 24400 0 0 0 24400 X 0 3872 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 1 0 0 1 ADDYFOUNDATION.ORG BENJAMIN J LEAL 2143034900 3232 MCKINNEY AVE SUITE 1500 DALLAS TX 75204 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM M ADDY 3232 MCKINNEY AVE SUITE 1500 DALLAS TX 75204 DIRECTOR, VICE PRESIDENT, SECRETARY, 1.00 0 0 0 LYDIA B ADDY 3232 MCKINNEY AVE SUITE 1500 DALLAS TX 75204 DIRECTOR, VICE PRESIDENT 1.00 0 0 0 BENJAMIN J LEAL 3232 MCKINNEY AVE SUITE 1500 DALLAS TX 75204 DIRECTOR, PRESIDENT, TREASURER 40.00 308542 0 0 SARAH SCHOLL 3232 MCKINNEY AVE SUITE 1500 DALLAS TX 75204 SECRETARY 6.00 0 0 0 NONE 0 NONE 0 0 82760664 6570465 0 89331129 0 0 89331129 1339967 87991162 4399558 4399558 28272 28272 4371286 0 4371286 0 4371286 13516006 0 13516006 4371286 0 0 248983 5299880 6761632 3749738 10409392 26469625 13516006 0 0 0 4371286 9144720 0 0 35614345 0 0 0 0 0 0 248983 35365362 5299880 6761632 3749738 10409392 9144720 WILLIAM M ADDY LYDIA B ADDY BEN LEAL 3232 MCKINNEY AVE SUITE 1500 DALLAS TX 75204 2143034900 THE INSTRUCTIONS FOR A GRANT PROPOSAL OF THE ADDY FOUNDATION INCLUDE THE FOLLOWING: (A) NAME, ADDRESS, AND TAXPAYER IDENTIFICATION NUMBER OF GRANTEE. (B) WHAT AMOUNTS AND DATES OF DISTRIBUTION ARE REQUESTED BY THE GRANTEE. (C) AN AGREEMENT BY THE GRANTEE TO USE THE GRANT FUNDS ONLY FOR THE PURPOSES FOR WHICH THE GRANT WAS MADE, TO PROVIDE PERIODIC WRITTEN REPORTS CONCERNING THE USE OF GRANT FUNDS, TO REQUIRE A FINAL WRITTEN REPORT AND AN ACCOUNTING OF HOW GRANT FUNDS WERE USED, AND TO ACKNOWLEDGE THE AUTHORITY OF THE ADDY FOUNDATION TO WITHHOLD AND/OR RECOVER GRANT FUNDS IN CASE THESE FUNDS ARE, OR APPEAR TO BE, MISUSED. QUARTERLY SUBMISSION DEADLINES ARE AS FOLLOWS: FEBRUARY 1, MAY 1, AUGUST 1 AND NOVEMBER 1 THE ADDY FOUNDATION AS PART OF THE GRANT OR DISTRIBUTION WILL REQUIRE PERIODIC WRITTEN REPORTS, NOT LESS FREQUENTLY THAN ANNUALLY, DESCRIBING HOW THE GRANT OR DISTRIBUTION HAS BEEN USED. AFTER-SCHOOL ALL-STARS NORTH TEXAS 2902 SWISS AVE DALLAS TX 75204 501C3 EDUCATION 20000 AGAPE RESOURCE & ASSISTANCE CENTER INC PO BOX 861664 PLANO TX 75086 501C3 CIVIC/COMMUNITY ENGAGEMENT 50000 ANNIE'S PLACE CHILDCARE CENTER AT PARKLANDMOMMIES IN NEED 2131 BUTLER ST DALLAS TX 75235 501C3 CIVIC/COMMUNITY ENGAGEMENT 500000 AUSTIN STREET CENTER 1717 JEFFRIES STREET DALLAS TX 75226 501C3 CIVIC/COMMUNITY ENGAGEMENT 250000 BACHMAN LAKE TOGETHER 9507 OVERLAKE DRIVE DALLAS TX 75220 501C3 CIVIC/COMMUNITY ENGAGEMENT/EDUCATION 100000 BIG THOUGHT 1409 BOTHAM JEAN BLVD SUITE 1015 DALLAS TX 75215 501C3 EDUCATION 150000 BOYS AND GIRLS CLUB OF GREATER TARRANT COUNTY 3218 E BELKNAP ST FORT WORTH TX 76111 501C3 CIVIC/COMMUNITY ENGAGEMENT 91000 BUILDINGCOMMUNITYWORKSHOP 1414 BELLEVIEW ST SUITE 150 DALLAS TX 75215 501C3 CIVIC/COMMUNITY ENGAGEMENT 5000 CATCH UP & READ 12222 MERIT DR 110 DALLAS TX 75251 501C3 EDUCATION 100000 CENTER FOR BRAINHEALTH 2200 W MOCKINGBIRD LN DALLAS TX 75235 501C3 EDUCATION 195000 CITY YEAR DALLAS 3000 PEGASUS PARK DRIVE SUITE 730 DALLAS TX 75247 501C3 EDUCATION 100000 COMMUNITY DOES IT 1639 S BUCKNER BLVD DALLAS TX 75217 501C3 MENTAL HEALTHCARE 165000 CROSSROADS COMMUNITY SERVICES 4500 S COCKRELL HILL RD DALLAS TX 75236 501C3 CIVIC/COMMUNITY ENGAGEMENT 100000 DALLAS AFTERSCHOOL 3900 WILLOW ST SUITE 110 DALLAS TX 75226 501C3 EDUCATION 100181 DALLAS COLLEGE FOUNDATION 1601 BOTHAM JEAN BLVD 130 DALLAS TX 75215 501C3 EDUCATION 300000 DALLAS EDUCATION FOUNDATION 9400 N CENTRAL EXPRESSWAY SUITE 1310 DALLAS TX 75231 501C3 EDUCATION 258000 DALLAS EVICTION ADVOCACY CENTER 2921 LEESHIRE DR DALLAS TX 75228 501C3 CIVIC/COMMUNITY ENGAGEMENT 80000 DALLAS LEADERSHIP FOUNDATION 3101 GREENWOOD ST DALLAS TX 75204 501C3 CIVIC/COMMUNITY ENGAGEMENT 550000 BROADWAY DALLAS-DALLAS SUMMER MUSICALS 909 1ST AVE DALLAS TX 75210 501C3 CULTURE ARTS EDUCATION 135000 DALLAS THEATER CENTER 2400 FLORA ST DALLAS TX 75201 501C3 CULTURE ARTS EDUCATION 75000 DEEP VELLUM PUBLISHING 3000 COMMERCE ST DALLAS TX 75226 501C3 CULTURE ARTS EDUCATION 100000 DREAMHAUS PROJECT 1738 ROCK RIDGE DR CEDAR HILL TX 75104 501C3 CIVIC/COMMUNITY ENGAGEMENT 5000 DWELL WITH DIGNITY 1127 CONVEYOR LN DALLAS TX 75247 501C3 CIVIC/COMMUNITY ENGAGEMENT 100000 EDUCATIONAL FIRST STEPS 2815 GASTON AVE DALLAS TX 75226 501C3 EDUCATION 50000 EQUEST 811 PEMBERTON HILL ROAD 4 DALLAS TX 75217 501C3 CIVIC/COMMUNITY ENGAGEMENT 100000 FAIR PARK FIRST 3809 GRAND AVENUE DALLAS TX 75210 501C3 CIVIC/COMMUNITY ENGAGEMENT 500000 FAMILY COMPASS 4210 JUNIUS ST DALLAS TX 75246 501C3 CIVIC/COMMUNITY ENGAGEMENT 90000 FOREST FORWARD 1918 MARTIN LUTHER KING JR BLVD DALLAS TX 75215 501C3 CIVIC/COMMUNITY ENGAGEMENT 140000 FRAZIER REVITALIZATION 4716 ELSIE FAYE HEGGINS ST DALLAS TX 75210 501C3 CIVIC/COMMUNITY ENGAGEMENT 80000 GIRLS INC OF METROPOLITAN DALLAS 2040 EMPIRE CENTRAL DR DALLAS TX 75235 501C3 EDUCATION 80500 GRATITUDE INITIATIVE 101 VINTAGE DR SUITE 100 RED OAK TX 75154 501C3 EDUCATION/CULTURE 30000 HARMONY CDC 6969 PASTOR BAILEY DR 110 DALLAS TX 75237 501C3 CIVIC/COMMUNITY ENGAGEMENT 100000 HEALING HANDS MINISTRY 5750 PINELAND DRIVE 150 DALLAS TX 75231 501C3 HEALTH 35000 HEART HOUSE 6731 LARMANDA STREET DALLAS TX 75231 501C3 HEALTH 35000 HOPE SUPPLY CO 10480 SHADY TRAIL SUITE 104 DALLAS TX 75220 501C3 HEALTH 20000 INCARNATION HOUSE 4061 N CENTRAL EXPRESSWAY DALLAS TX 75204 501C3 CIVIC/COMMUNITY ENGAGEMENT 65000 IT'S GOING TO BE OK 4232 S WESTMORELAND RD DALLAS TX 75233 501C3 CIVIC/COMMUNITY ENGAGEMENT 25000 JEWISH FAMILY SERVICES 5402 ARAPAHO RD DALLAS TX 75248 501C3 CIVIC/COMMUNITY ENGAGEMENT 104 KERA (NORTH TEXAS PUBLIC BRADCASTING INC) 3000 HARRY HINES BLVD DALLAS TX 75201 501C3 EDUCATION/CULTURE 2150000 LEADERSHIP FORWARD MENTORING PROGRAM 616 MADISON AVE DALLAS TX 75208 501C3 EDUCATION 30000 LOVE FOR KIDS INC 2828 FISH TRAP RD DALLAS TX 75212 501C3 CIVIC/COMMUNITY ENGAGEMENT 5000 MILES OF FREEDOM 2922 MARTIN LUTHER KING JR BLVD BUILDING A SUITE 104 DALLAS TX 75215 501C3 CIVIC/COMMUNITY ENGAGEMENT 5000 MOMENTOUS INSTITUTE 9705 HARRY HINES BOULEVARD DALLAS TX 75220 501C3 CIVIC/COMMUNITY ENGAGEMENT 100000 MOTHER'S MILK BANK OF NORTH TEXAS 7617 BENBROOK PARKWAY FORT WORTH TX 76126 501C3 HEALTH 25000 NOGGIN EDUCATION FOUNDATION 1106 N HWY 360 209 GRAND PRAIRIE TX 75050 501C3 EDUCATION 5000 ONE COMMUNITYUSA - OPERATION BLUE SHIELD 5949 SHERRY LANE STE 1162 DALLAS TX 75225 501C3 CIVIC/COMMUNITY ENGAGEMENT 65000 PARKLAND FOUNDATION 1341 W MOCKINGBIRD LN 1100E DALLAS TX 75247 501C3 HEALTH 300000 PEROT MUSEUM OF NATURE & SCIENCE 2201 N FIELD ST DALLAS TX 75201 501C3 EDUCATION 50000 PHILANTHROPY SOUTHWEST 3000 PEGASUS PARK DRIVE SUITE 706 DALLAS TX 75247 501C3 CIVIC/COMMUNITY ENGAGEMENT 60195 PLANNED PARENTHOOD OF GREATER TEXAS 7424 GREENVILLE AVENUE SUITE 101 DALLAS TX 75231 501C3 HEALTH 125000 PRIMOS DALLAS 6060 N CENTRAL EXPRESSWAY SUITE 500 DALLAS TX 75206 501C3 EDUCATION 10000 PRINCETON UNIVERSITY 701 CARNEGIE CTR STE 445 PRINCETON NJ 08540 501C3 EDUCATION 2500000 READING PARTNERS NORTH TEXAS 2910 SWISS AVE DALLAS TX 75204 501C3 EDUCATION 40000 RETINA FOUNDATION OF THE SOUTHWEST 9600 N CENTRAL EXPY STE 200 DALLAS TX 75231 501C3 HEALTH 50000 ROSA ES ROJO INC 3905 HEDGECOXE RD PLANO TX 75025 501C3 HEALTH 20400 SENIOR CITIZENS OF GREATER DALLAS INC DBA THE SENIOR SOURCE 3910 HARRY HINES BLVD DALLAS TX 75219 501C3 CIVIC/COMMUNITY ENGAGEMENT 65000 SOCIAL VENTURES PARTNERS PO BOX 670546 DALLAS TX 75367 501C3 CIVIC/COMMUNITY ENGAGEMENT 50000 SOUTHERN METHODIST UNIVERSITY 6425 BOAZ LANE DALLAS TX 75205 501C3 EDUCATION 125000 SOUTHWEST CELTIC MUSIC ASSOCIATION 233 YORKTOWN ST DALLAS TX 75208 501C3 CULTURE ARTS EDUCATION 5000 ST PHILIP'S SCHOOL AND COMMUNITY CENTER 1600 PENNSYLVANIA AVE DALLAS TX 75215 501C3 EDUCATION 53060 TEACH FOR AMERICA 3000 PEGASUS PARK DR DALLAS TX 75247 501C3 EDUCATION 135000 TEXAS BALLET THEATER 8401 NORTH CENTRAL EXPY STE 910 DALLAS TX 75225 501C3 CIVIC/COMMUNITY ENGAGEMENT 100000 TEXPROTECTS 3000 PEGASUS PARK DR SUITE 708 DALLAS TX 75247 501C3 CIVIC/COMMUNITY ENGAGEMENT 75000 THE COMMIT PARTNERSHIP 3000 PEGASUS PARK DR SUITE 900 DALLAS TX 75247 501C3 EDUCATION 250000 THE CONCILIO 650 FORT WORTH AVE STE 250 DALLAS TX 75208 501C3 CULTURE 70000 THE DALLAS FOUNDATION 3000 PEGASUS PARK DRIVE 930 DALLAS TX 75247 501C3 CIVIC/COMMUNITY ENGAGEMENT 73015 THE FAMILY PLACE 8625 KING GEORGE DR 100 DALLAS TX 75235 501C3 CIVIC/COMMUNITY ENGAGEMENT 66560 THE STOREHOUSE OF COLIN COUNTY 1401 MIRA VISTA BLVD PLANO TX 75093 501C3 CIVIC/COMMUNITY ENGAGEMENT 25000 TRINITY PARK CONSERVANCY 1444 OAK LAWN AVE 200 DALLAS TX 75207 501C3 CIVIC/COMMUNITY ENGAGEMENT 1000000 TWELFTH STEP MINISTRY 5324 W NORTHWEST HWY DALLAS TX 75220 501C3 CIVIC/COMMUNITY ENGAGEMENT 30000 UNITED TO LEARN 3000 PEGASUS PARK DRIVE SUITE 940 DALLAS TX 75247 501C3 EDUCATION 500000 VIOLA'S HOUSE 3647 HOLMES ST DALLAS TX 75215 501C3 CIVIC/COMMUNITY ENGAGEMENT 15000 YEAR UP 45 MILK STREET 9TH FLOOR BOSTON MA 02109 501C3 EDUCATION 50000 YOUNG LEADERS STRONG CITY 1312 PAINTBRUSH STREET MESQUITE TX 75149 501C3 CIVIC/COMMUNITY ENGAGEMENT 5000 YOUTH 180 7777 FOREST LANE SUITE C-410 DALLAS TX 75230 501C3 CIVIC/COMMUNITY ENGAGEMENT 67000 BRAVO GALA 700 NORTH PEARL STREET DALLAS TX 75201 501C3 CIVIC/COMMUNITY ENGAGEMENT 400 13180415 0 14 1888314 18 394582 0 2282896 0 2282896 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM AND LYDIA ADDY 3232 MCKINNEY AVENUE STE 1500 DALLAS TX 75204 10000000 X ACCOUNTING EXPENSES 12680 2536 10144 GOLDMAN SACHS #3380 FMV 92255271 92255271 LEGAL/CONSULTING FEES 7500 750 6750 BANK FEES 83 0 0 MISCELLANEOUS EXPENSE 3159 0 0 EMPLOYEE DEVELOPMENT 1838 0 0 MEALS 8051 0 0 OFFICE SUPPLIES 681 0 0 PAYROLL: ADP FEES 3853 0 0 WEBSITE 10470 0 0 GS ACCOUNT FEES 168754 168754 0 DUES & SUBSCRIPTIONS 5464 0 0 EXCISE TAXES 1502 UNREALIZED GAINS 15648163 BANK OF TEXAS CREDIT CARD 2728 1166 WILLIAM LYDIA ADDY 3232 MCKINNEY AVE SUITE 1500 DALLAS TX 75204 PAYROLL TAXES 14495 1450 13046 FOREIGN TAXES PAID 41516 41516 0