PRESIDENT

2013-01-30T08:33:43-06:00 2012-03-31 750786316 WEAVER AND TIDWELL LLP 2821 W 7TH STREET SUITE 700 FORT WORTH TX 76107 990 2011-04-01 751620423 DAVEY O'BRIEN EDUCATIONAL & CHARITABLE TRUST DAVE 8173383488 306 WEST 7TH STREET FORT WORTH TX 76102 PAUL GREENWELL PRESIDENT 8173383488 2013-01-30 1 DANIEL M STEWART P00415184 8173327905 2011 2016-02-25 16:41:14Z PAUL GREENWELL 306 WEST 7TH STREET FORT WORTH TX 76102 555734 0 X WWW.DAVEYOBRIEN.ORG X 1977 TX THE PURPOSE OF THE DAVEY O'BRIEN FOUNDATION IS TO RECOGNIZE OUTSTANDING STUDENT-ATHLETES FOR THEIR ACHIEVEMENTS BOTH ON AND OFF THE FIELD THROUGH THE FOUNDATION'S VARIOUS AWARDS PROGRAMS. SINCE 1977, THE FOUNDATION HAS GIVEN AWAY MORE THAN $850,000 IN SCHOLARSHIPS AND UNIVERSITY GRANTS TO HELP HIGH SCHOOL AND COLLEGE ATHLETES TRANSFORM LEADERSHIP ON THE FIELD TO LEADERSHIP IN LIFE. 31 30 5 42 0 0 77884 252627 271072 297495 3935 3697 737 1915 353628 555734 25250 26800 0 0 136571 110998 0 0 88921 156074 161872 317895 299670 35733 256064 497641 767125 81026 92024 416615 675101 NONE 0 0 155565 26800 399150 SCHOLARSHIP AWARDS AND RECOGNITION DINNER 155565 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 X 31 30 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 X DANIELLE MOORMAN 8173383488 306 WEST 7TH STREET FORT WORTH TX 76102 PAUL W GREENWELL PRESIDENT 1.00 X X 0 0 0 BILL LANDRETH VICE PRESIDENT 1.00 X X 0 0 0 TODD BLOUIN BRAND COMMITTEE CHAIR 1.00 X 0 0 0 DAVID O'BRIEN JR HIGH SCHOOL COMMITTEE CHAI 1.00 X 0 0 0 STEVE BOMA TREASURER 1.00 X X 0 0 0 PAT EVANS PAST PRESIDENT 1.00 X X 0 0 0 MACK LAWHON 2ND VICE PRESIDENT 1.00 X X 0 0 0 BOB LANSFORD NOMINATING COMMITTEE CHAIR 1.00 X 0 0 0 SCOTT MURRAY LEGENDS & FOUNDERS COMMITT 1.00 X 0 0 0 KAREN ANISMAN TRUSTEE 1.00 X 0 0 0 LANCE BARROW TRUSTEE 1.00 X 0 0 0 CHIP BROWN TRUSTEE 1.00 X 0 0 0 TIM CARTER TRUSTEE 1.00 X 0 0 0 JOHN COCKRELL TRUSTEE 1.00 X 0 0 0 GEORGE CRAVENS TRUSTEE 1.00 X 0 0 0 CHRIS DEL CONTE TRUSTEE 1.00 X 0 0 0 LARRY ANFIN TRUSTEE 1.00 X 0 0 0 JOE LANCARTE TRUSTEE 1.00 X 0 0 0 BILL HEAVENER TRUSTEE 1.00 X 0 0 0 MARK NICKELLS TRUSTEE 1.00 X 0 0 0 ROB KELLY SECRETARY 1.00 X X 0 0 0 BRANT B RINGLER TRUSTEE 1.00 X 0 0 0 POLLARD ROGERS TRUSTEE 1.00 X 0 0 0 BILL THORNTON TRUSTEE 1.00 X 0 0 0 GREG UPP TRUSTEE 1.00 X 0 0 0 J ROGER WILLIAMS TRUSTEE 1.00 X 0 0 0 BOBBY MCGEE IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 RUSTY REID TRUSTEE 1.00 X 0 0 0 ROGER LATHAM TRUSTEE 1.00 X 0 0 0 WALTER LITTLEJOHN TRUSTEE 1.00 X 0 0 0 JOEL SHARP TRUSTEE 1.00 X 0 0 0 DANIELLE MOORMAN EXECUTIVE DIRECTOR 40.00 X 78410 0 0 78410 0 0 0 0 0 0 0 252627 252627 TICKET SALES 611710 256650 256650 AUCTION PROCEEDS 611710 40845 40845 297495 3697 3697 1878 0 1878 1878 MISCELLANEOUS 611710 37 37 37 555734 299410 0 3697 2800 2800 24000 24000 78723 26241 26241 26241 17386 8693 8693 7538 2740 2740 2058 7351 2672 2672 2007 3700 3700 5964 2982 2982 1086 543 543 6504 3252 3252 6375 6375 47 47 1316 1316 2639 2639 AWARD BANQUET 104763 52382 52381 LUNCHEON 7206 7206 FRIENDS OF THE O'BRIEN 5401 5401 ENTERTAINMENT & MEALS 5330 5330 11541 946 10595 299670 155565 55184 88921 235463 438142 80000 147000 1335 224 4027 3537 47 0 168541 165041 4816 3500 322 277 171631 174445 497641 767125 7675 9425 73351 82599 81026 92024 X 227950 382893 151165 145208 37500 147000 416615 675101 497641 767125 X 256064 2421 X X 1 0 1 X 0 X 160750 158683 146950 77884 252627 796894 160750 158683 146950 77884 252627 796894 399061 397833 6232 1978 329 3935 3697 16171 28 737 37 802 813867 1288522 0.48880 0.55040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 188665 53000 6101 24000 46828 176938 220208 1734 9923 43200 188665 145208 100000 318 25318 220208 145208 2508 2508 145208 0.00000 0.49690 0.50310 0 0 168541 165041 3500 3500 ENDOW FUND - JP MORGAN BOND 45498 ENDOW FUND - JP MORGAN INV CONS 108078 H S FUND - JP MORGAN SHORT BOND 20869 174445 CURRENT PORTION - LONG TERM DEBT 51000 SCHOLARSHIPS PAYABLE - LONG TERM 30000 PAYROLL LIABILITIES 1599 82599 1 HIGH SCHOOL SCHOLARSHIPS 6 24000 SCOTT MURRAY TRUSTEE 14600 MURRAY MEDIA IS USED FOR PRODUCTION SERVICES IN PUTTING ON THE HIGH SCHOOL LUNCHEON, PRESS CONFERENCES, AWARDS DINNER AND THE KIOSK IN THE HALL OF FAME. 0 FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE COMMITEE REVIEWS THE RETURN AND PRESENTS IT TO THE BOARD FOR APPROVAL BEFORE IT IS SUBMITTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS FORM 990, FORM 1023, FINANCIALS STATEMENTS AND ORGANIZATIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST, EITHER WRITTEN OR VERBAL. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 2,421. COMPILATION OVERSIGHT FORM 990, SECTION XII, LINE 2C THE EXECUTIVE COMMITTEE OVERSEES THE QUARTERLY AND ANNUAL COMPILATIONS PREPARED BY AN INDEPENDENT CPA FIRM.