2024-04-16T12:01:56-05:00 2023-12-31 990PF 2023-07-18 306737897 KATHERINE C CARMODY CHARITABLE TUW CARM 8888663275 PO BOX 653067 DALLAS TX 752653067 BANK OF AMERICA N A MANAGING DIR 8888663275 2024-04-16 true 2023 2023-04-26 12:10:37Z X X X 5669402 5169716 123611 123611 0 0 1467318 1467318 6760645 1590929 15337 9202 6135 0 0 0 0 0 0 5433 5433 0 1000 0 0 0 0 0 0 0 40254 40254 62024 49456 0 11568 1007000 1007000 1069024 49456 0 1018568 5691621 1541473 0 0 5665295 5665295 0 0 0 0 1 4107 0 5665296 5669402 0 X 0 5665296 0 5665296 0 5665296 0 5691621 1 5691622 26326 5665296 21426 0 21426 0 21426 1000 0 0 1000 X 0 20426 0 0 false false false false false false false true true TX true false true false false true NONE BANK OF AMERICA NA 8888663275 PO BOX 653067 DALLAS TX 752653067 false false false false true false false false false false false false false false false false false false false false false false BANK OF AMERICA N A PO BOX 653067 DALLAS TX 752653067 TRUSTEE 1 15337 NONE 0 NONE 0 0 5290479 1836 5292315 0 0 5292315 79385 5212930 119255 119255 21426 21426 97829 0 97829 0 97829 1018568 0 0 0 0 1018568 97829 0 0 0 0 0 0 0 0 1018568 0 0 0 97829 920739 0 0 920739 0 0 0 0 0 0 0 920739 0 0 0 0 920739 NONE NONE BANK OF AMERICA - KELLY GARLOCK 901 MAIN ST FL 16 DALLAS TX 752023738 2142092396 tx.philanthropic@bofa.com FOR APPLICATION AND GUIDELINES INFORMATION, GO TO: bankofamerica.com/philanthropic/search-for-grant AUGUST 1 TEXAS-BASED IRC SECTION 501(c)(3) ORGANIZATIONS PREFERENCE FOR ORGANIZATIONS SERVING NAVARRO COUNTY, TX AND DALLAS, TX AREA ENNIS PUBLIC THEATRE PO BOX 37 ENNIS TX 75120 N/A PC UNRESTRICTED GENERAL 10000 NEXUS RECOVERY CENTER INC 8733 LA PRADA DR DALLAS TX 75228 N/A PC CARE FOR LOW-INCOME WOMEN 20000 CHRISTIAN COMMUNITY ACTION 200 S MILL ST LEWISVILLE TX 75057 N/A PC SUPPORT FOR FOOD PANTRY 10000 DALLAS ARBORETUM & BOTANICAL 8617 GARLAND RD DALLAS TX 75218 N/A PC STEM EDUCATION IN 20000 SOCIETY OF ST VINCENT DE PAUL CHARITABLE PHARMACY 3826 GILBERT AVE DALLAS TX 75219 N/A PC UNRESTRICTED GENERAL 20000 CHOCOLATE MINT FOUNDATION 1604 FALCON DR DESOTO TX 75115 N/A PC SUPPORT FOR FOOD PANTRY 5000 DME EXCHANGE OF DALLAS INC 12015 SHILOH RD DALLAS TX 75228 N/A PC MEETING THE DME NEED IN 10000 KERENS EDUCATION FOUNDATION 200 BOBCAT LN KERENS TX 75144 N/A PC GRANTS FOR PROJECTS BEYOND 25000 INCARNATION HOUSE 4061 N CENTRAL EXPRESSWAY DALLAS TX 75204 N/A PC UNRESTRICTED GENERAL 5000 CROSSROADS COMMUNITY SERVICES INC 4500 S COCKRELL HILL RD DALLAS TX 75236 N/A PC UNRESTRICTED GENERAL 15000 CORSICANA ISD EDUCATION FOUNDATION PO BOX 96 CORSICANA TX 75151 N/A PC UNRESTRICTED GENERAL 50000 YMCA OF METROPOLITAN DALLAS 146 TOWN CENTER BLVD COPPELL TX 75019 N/A PC SUPPORT PARK SOUTH YMCA 40000 YMCA OF CORSICANA 400 OAKLAWN AVE CORSICANA TX 75110 N/A PC AFTER SCHOOL PROGRAMS & 50000 FIRST PRESBYTERIAN CHURCH 1835 YOUNG ST DALLAS TX 75201 N/A PC STEWPOT'S CHILDREN, YOUTH & 15000 FAMILY SERVICE ASSN aka COMPASSION CORSICANA 111 E 1ST AVE CORSICANA TX 75110 N/A PC UNRESTRICTED GENERAL 30000 UNITED WAY OF NAVARRO COUNTY PO BOX 567 CORSICANA TX 75151 N/A PC SUPPORT 2024 UNITED WAY 50000 BOYS & GIRLS CLUBS OF GREATER DALLAS 4816 WORTH ST DALLAS TX 75246 N/A PC SUPPORT AFTERSCHOOL 30000 FIRST BAPTIST CHURCH EUSTACE 209 MEREDITH ST EUSTACE TX 75124 N/A PC DOGWOOD TRAILS PLAYGROUND 15000 DALLAS COUNTY MENTAL HEALTH & MENTAL RETARDATION CTR 1345 RIVER BEND DR 200 DALLAS TX 75247 N/A PC SUPPORT METROCARE'S 25000 GIRLS INC OF METROPOLITAN DALLAS 204 EMPIRE CENTRAL DALLAS TX 75235 N/A PC UNRESTRICTED GENERAL 10000 UNITED CHRISTIAN FELLOWSHIP AT NAVARRO COLLEGE 3301 W 7TH AVE CORSICANA TX 75110 N/A PC UNRESTRICTED GENERAL 12000 FAMILY PLACE INC PO BOX 7999 DALLAS TX 75209 N/A PC UNRESTRICTED GENERAL 20000 LUMIN EDUCATION 924 WAYNE ST DALLAS TX 75223 N/A PC B4SIX PROGRAM-CRITICAL 10000 HOUSING CRISIS CENTER INC 4210 JUNIUS ST DALLAS TX 75246 N/A PC UNRESTRICTED GENERAL 10000 JAMES L COLLINS CATHOLIC SCHOOL 3000 W STATE HWY 22 CORSICANA TX 75110 N/A PC SECURITY WINDOWS & 100000 DALLAS CASA 2757 SWISS AVE DALLAS TX 75204 N/A PC VOLUNTEER RECRUITMENT 20000 AUSTIN STREET CENTER PO BOX 710729 DALLAS TX 75371 N/A PC UNRESTRICTED GENERAL 25000 ALL COMMUNITY OUTREACH 801 E MAIN ST ALLEN TX 75002 N/A PC BUILDING PATHWAYS TO 20000 JEWISH FAMILY SERVICE OF DALLAS 5402 ARAPAHO RD DALLAS TX 75248 N/A PC SUPPORT CHILDREN'S MENTAL 20000 TEXAS HEALTH RESOURCES FOUNDATION 612 E LAMAR BLVD 300 ARLINGTON TX 76011 N/A PC MOBILE HEALTH FOR DALLAS' 25000 INTERFAITH FAMILY SERVICES 1651 MATILDA ST BLDG 1 DALLAS TX 75206 N/A PC SUPPORT HOPE & HORIZONS 20000 DALLAS HOLOCAUST MUSEUM 300 N HOUSTON ST DALLAS TX 75202 N/A PC UNRESTRICTED GENERAL 15000 OPEN ARMS INC 3610 PIPESTONE RD DALLAS TX 75212 N/A PC CHILD DEVELOPMENT PROGRAM 20000 FRONTIERS OF FLIGHT MUSEUM INC 6911 LEMMON AVE DALLAS TX 75209 N/A PC SUPPORT AEROSPACE STEM 15000 KID NET FOUNDATION dba JONATHAN'S PLACE PO BOX 140085 DALLAS TX 75214 N/A PC EMERGENCY SHELTER FOR 20000 MOSAIC FAMILY SERVICES INC 1225 GREENVILLE AVE 800 DALLAS TX 75243 N/A PC CHILDCARE & ADVOCACY AT 15000 SPIDA INC dba BRASWELL CHILD DEVELOPMENT CENTER 2203 S 2ND AVE DALLAS TX 75210 N/A PC EARLY CHILDHOOD EDUCATION 15000 CHILDRENS ADVOCACY CENTER FOR NORTH TEXAS INC 1854 CAIN DR LEWISVILLE TX 75077 N/A PC UNRESTRICTED GENERAL 20000 WEST DALLAS COMMUNITY SCHOOL 2300 CANADA DR DALLAS TX 75212 N/A PC CLASSROOM 15000 WINGS OF HOPE EQUITHERAPY 4200 CR 806 CLEBURNE TX 76031 N/A PC INCLUSION FOR DISABLED 10000 LIFE SCHOOL OF DALLAS 132 E OVILLA RD STE A RED OAK TX 75154 N/A PC LITERACY INTERVENTION FOR 10000 UNION GOSPEL MISSION OF DALLAS 3211 IRVING BLVD DALLAS TX 75247 N/A PC SHELTER & SUPPORT FOR 10000 BONTON ENTERPRISES 2612 VALENTINE ST DALLAS TX 75215 N/A PC UNRESTRICTED GENERAL 20000 INCARNATION PLACE INC PO BOX 25323 DALLAS TX 75225 N/A PC UNRESTRICTED GENERAL 5000 FAIR PARK FIRST 3809 GRAND AVE DALLAS TX 75210 N/A PC ALL-ABILITIES PRAIRIE 40000 DALLAS EVICTION ADVOCACY CENTER 2921 LEESHIRE DR DALLAS TX 75228 N/A PC PRO BONO LEGAL DEFENSE FOR 20000 CANINE COMPANIONS FOR INDEPENDENCE 2965 DUTTON AVE SANTA ROSA CA 95407 N/A PC SUPPORT FOR TWO SERVICE DOG 20000 1007000 14 123611 O&G ROYALTY INCOME 15 1467318 1590929 1590929 false false false false false false false false false false X X 1 TUW KATHERINE C CARMODY PO BOX 753067 DALLAS TX 752653067 5165609 X 2 TUW KATHERINE C CARMODY PO BOX 653067 DALLAS TX 752653067 4107 X X 2 OIL & GAS MINERAL INTERESTS 4107 2023-10-17 FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES. 9OS100063 OIL0119696 1 4107 FUNDING - FMV VS BV ADJUSTMENT 4106 INCOME TIMING ADJUSTMENT 22220 O&G ROYALTY: 0 0 * PRODUCTION TAXES 33456 33456 0 * LEASE OPERATING 6798 6798 0 GROSS O&G ROYALTY INCOME 1467318 1467318 NET ROUNDING 1 GRANTMAKING FEES - BOA 5433 5433 TUW KATHERINE C CARMODY PO BOX 753067 DALLAS TX 752653067 EXCISE TAX ESTIMATES 1000 0 0