2013-10-15T11:25:03-05:00 2013-03-31 750786316 WEAVER AND TIDWELL LLP 2821 W 7TH STREET SUITE 700 FORT WORTH TX 76107 990 2012-04-01 751620423 DAVEY O'BRIEN EDUCATIONAL & CHARITABLE TRUST DAVE 8173383488 306 WEST 7TH STREET FORT WORTH TX 76102 PAUL GREENWELL 8173383488 2013-10-16 1 DANIEL M STEWART P00415184 8173327905 2012 2015-11-30 17:44:51Z PAUL GREENWELL 306 WEST 7TH STREET FORT WORTH TX 76102 458989 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 $890,000 IN SCHOLARSHIPS AND UNIVERSITY GRANTS TO HELP HIGH SCHOOL AND COLLEGE ATHLETES TRANSFORM LEADERSHIP ON THE FIELD TO LEADERSHIP IN LIFE. 31 30 4 42 0 0 252627 118245 297495 336925 3697 3679 1915 140 555734 458989 26800 35000 0 0 110998 128856 0 0 97462 161872 173220 299670 337076 256064 121913 767125 916830 92024 114962 675101 801868 NONE 0 0 175227 35000 351200 SCHOLARSHIP AWARDS AND RECOGNITION DINNER 175227 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 1 4 0 1 4 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 1.00 X X 0 0 0 BILL LANDRETH 1.00 X X 0 0 0 TODD BLOUIN 1.00 X 0 0 0 DAVID O'BRIEN JR 1.00 X 0 0 0 STEVE BOMA 1.00 X X 0 0 0 PAT EVANS 1.00 X X 0 0 0 MACK LAWHON 1.00 X X 0 0 0 BOB LANSFORD 1.00 X 0 0 0 SCOTT MURRAY 1.00 X 0 0 0 KAREN ANISMAN 1.00 X 0 0 0 ROGER LATHAM 1.00 X 0 0 0 CHIP BROWN 1.00 X 0 0 0 TIM CARTER 1.00 X 0 0 0 JOHN COCKRELL 1.00 X 0 0 0 GEORGE CRAVENS 1.00 X 0 0 0 CHRIS DEL CONTE 1.00 X 0 0 0 LARRY ANFIN 1.00 X 0 0 0 JOE LANCARTE 1.00 X 0 0 0 BILL HEAVENER 1.00 X 0 0 0 MARK NICKELLS 1.00 X 0 0 0 ROB KELLY 1.00 X X 0 0 0 BRANT B RINGLER 1.00 X 0 0 0 POLLARD ROGERS 1.00 X 0 0 0 BILL THORNTON 1.00 X 0 0 0 WALTER LITTLEJOHN 1.00 X 0 0 0 BOBBY MCGEE 1.00 X 0 0 0 JOEL SHARP 1.00 X X 0 0 0 RUSTY REID 1.00 X 0 0 0 DANIELLE MOORMAN 40.00 X 84259 0 0 84259 0 0 0 0 0 0 0 118245 118245 TICKET SALES 611710 269200 269200 AUCTION PROCEEDS 611710 42725 42725 LICENSE FEES 611710 25000 25000 336925 3679 3679 MISCELLANEOUS 611710 140 140 140 458989 337065 0 3679 35000 35000 84740 28247 28247 28246 24511 12256 12255 11248 4170 4170 2908 8357 3098 3098 2161 3000 3000 9363 4682 4681 2372 1186 1186 6409 3204 3205 6853 6853 40 40 1462 1462 2804 2804 AWARD BANQUET 112523 56262 56261 LUNCHEON 9155 9155 ENTERTAINMENT & MEALS 6361 6361 DUES & SUBSCRIPTIONS 4008 4008 8870 447 8423 337076 175227 64387 97462 438142 554359 147000 111500 224 3537 3537 125913 120816 3500 5097 174722 242337 767125 916830 9425 12875 82599 102087 92024 114962 X 382893 504062 145208 150086 147000 147720 675101 801868 767125 916830 121913 4854 0 X 1 X 0 1 0 X 158683 146950 77884 252627 118245 754389 158683 146950 77884 252627 118245 754389 416968 337421 1978 329 3935 3697 3679 13618 28 737 37 140 942 768949 1395197 0.43880 0.48880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 292208 72000 8524 35000 39926 297806 188665 168270 6101 24000 46828 292208 220208 1734 9923 43200 188665 145208 100000 318 25318 220208 145208 2508 2508 145208 0.50400 0.49600 0 0 125913 120816 5097 5097 ENDOW FUND - JP MORGAN BOND 45540 ENDOW FUND - JP MORGAN INV CONS 112906 H S FUND - JP MORGAN SHORT BOND 83633 ACCRUED INTEREST AND DIVIDENDS 258 242337 CURRENT PORTION - LONG TERM DEBT 42000 SCHOLARSHIPS PAYABLE - LONG TERM 60000 PAYROLL LIABILITIES 87 102087 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO SECURE THE FUTURE PAYMENT OF AWARDED SCHOLARSHIPS AND FURTHER THE EFFORTS OF THE ORGANIZATION. 1 HIGH SCHOOL SCHOLARSHIPS 7 35000 SCOTT MURRAY TRUSTEE 14525 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.