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HOPE 2016 ANNUAL REPORT


OUR

VISION

Choose hope. Choose kindness. Choose relationships. Choose perseverance. Choose social emotional health. The research is clear: When trauma and toxic stress dominate a child’s life, social emotional health acts as a buffer to that hardship. Social emotional health is the ability to understand and manage one’s emotions, reactions and relationships. It literally changes kids’ brains and paves the way for children and families to achieve their full potential. Every day we choose hope because it’s hopelessness that keeps cycles of poverty and trauma alive. Without hope and the belief that things can get better, the motivation and energy needed to break the cycle simply aren’t there. Momentous Institute and Salesmanship Club of Dallas are grateful to partner with incredible individuals and systems equally devoted to changing the odds for kids and making way for our future leaders. After 97 years of working tirelessly on behalf of kids and their families, we can’t help but reflect on what we have learned over the last century and what we hope to accomplish in the next. We hold hope — unwavering hope — that Dallas will become a city as good for kids as it is for business. It won’t happen overnight, but it absolutely is within our city’s reach.

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Michelle Kinder

Guy Kerr

Executive Director

Chairman of the Board, 2015-2016 Salesmanship Club of Dallas member since 1989

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Social emotional health for all kids so they can achieve their full potential.

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We also invest in research and training, including the annual Changing the Odds conference, to reach far more children than we could ever serve directly with trauma-informed strategies that strengthen social emotional health.

Since 1920, Momentous Institute, owned and operated by Salesmanship Club of Dallas, has been committed to building and repairing social emotional health for all kids so they can achieve their full potential. Each year, we directly serve more than 6,000 kids and family members through our nationally acclaimed Momentous School and innovative Therapeutic Services.

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CHOOSE

HOPE Hope — the belief that the future can be better than the present — breaks the cycles of poverty, trauma and toxic stress.

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Jayden and her grandmother, Elaine

— José’s mother

CHOOSE

KINDNESS Martin, Fernanda and their mother, Karla

CHOOSE

RELATIONSHIPS

— Emma’s parents

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Blair and her father, Joshua

CHOOSE

CHOOSE

SOCIAL EMOTIONAL

HEALTH

PERSEVERANCE Viviana

Social emotional health is the ability to understand and manage one’s emotions, reactions and relationships.

— Andres’ parents

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LIVES

TRANSFORMED

Therapeutic Services

A snapshot of the 6,453 kids and family members we directly served in 2016.

723

292

Education

63

Momentous School Students

College Scholarships/ Mentoring

(248 students per school year)

.........................

5,730

Where are clients being seen?

29%

Parent Education

Clinical Services

4% 31%

6-12

51%

Momentous School Parents

2,833

Percentage of clients by age

0-5

16% 31%

55%

2,897

Family/Group Sessions:

18%

368

Therapeutic Services

How are clients being seen?

13-15

13%

16-20

6%

Parents/ Caregivers

Community

3,485

Parent Education

2,897

Oak Cliff Campus

1,001

Family Sessions

1,751

Harry Hines Campus 1,822

Therapeutic Groups

996

46%

21,900

Unique therapeutic clients over 5 years

Momentous School High School Graduation Rate

Enroll in Higher Education

Higher Education Persistence

Gender

Ethnicity

98%

White

82%

81%

88%

Momentous School

75%

57%

2.5% Other

25% 16%

State of Texas

Black

74%

0.5% Asian

4% Black 1% White

95% 12

Gender 50%

50%

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Female

Female

$24,000

National Poverty Line

$24,300

Median Household Income, Texas

$55,653

Male

........................................................................................................

85% Latino

Latino

Qualify for free/ reduced lunch

Median Client Income

26%

56%

Ethnicity

Household Income

82%

of children with an identified social, emotional and/or behavioral challenge significantly improved their functioning

78%

of youth surveyed who completed eight sessions of Huddle Up in-school groups indicated significant improvement in self-control

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CHOOSE TO

INSPIRE

Expanding Our Reach:

Helping far more kids than we could ever serve directly by investing in research and training.

District of Columbia

TOTAL TRAINED

10,451

Number includes duplication of attendees at multiple events.

84 29 STATES 136 CITIES 7 COUNTRIES %

States represented at our Dallas trainings Places we presented

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OF ALL TRAINED WORK IN DALLAS-FORT WORTH AREA

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Our 5th annual Changing the Odds conference, Compassion: Brain Changer, focused on how essential social emotional health habits, like mindfulness, gratitude and kindness, rewire the brain and enhance the capacity for compassion.

Richie Davidson noted generosity is the “single best way” to activate circuits in the brain that impact well-being.

From keynotes to connections, the conference aims to provide a newfound spark for attendees as they help change the odds for kids in their communities.

Salesmanship Club of Dallas members, including Ken Malcolmson and Larry Haynes, ensured attendees received a warm Red Pant welcome.

The sold-out event welcomed more than 1,600 educators, mental

Lizzie Velásquez charmed the audience with her humor and candor, encouraging everyone to “be the hero of your own story.”

health professionals and decision makers from 132 cities, 29 states and seven countries. momentousinstitute.org | 17


CHOOSE TO

GIVE BACK

CHOOSE TO

PARTNER

Special thanks to our valued partners — volunteers, donors, foundations and corporations — who help make our work possible (gifts greater than $100,000 made directly to Momentous Institute in 2016 reflected below).

Kai and 2016 AT&T Byron Nelson champion Sergio Garcia

Since 1968, the AT&T Byron Nelson, hosted and managed by Salesmanship Club of Dallas, has raised more than $150 million to benefit Momentous Institute.

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ANONYMOUS

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FINANCIALS

12%

Momentous Institute Operating Financial Summary 2016 OPERATING REVENUE AT&T Byron Nelson and Salesmanship Club Foundation Philanthropic Gifts and Contributions Fees (Families, Training and Misc.)

12% 8,853,795 1,805,962 1,472,457

73%

15%

$12,132,214

TOTAL REVENUE

2016 OPERATING EXPENSES Therapeutic Services Momentous School Research and Training Youth Camp Scholarship Program Operations Development Administration TOTAL EXPENSES

15%

3,733,163 3,124,447 2,494,658 176,014 250,465 659,764 537,883 1,393,498

$12,369,892

73%

11% 5% 6% 2% 1%

30%

11%

5% 20% 6% 2% 1%

30% 25%

20%

BOARD OF DIRECTORS Guy H. Kerr, Chairman Stephen W. Barley Jeffrey A. Barnes Wm. Stephen Boyd Larry G. Brown Kelly H. Compton Emily C. Corrigan Martin S. Cox Matthew R. Craft Philip H. Cullum 20

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R. Brooks Cullum Jr. R. Scott Dennis Alan D. Friedman President, Salesmanship Club of Dallas Duncan T. Fulton III Walter John Humann John L. Jenkins Phillip R. Jones James R. Littlejohn Kenneth S. Malcolmson

25%

William B. McClung Robert A. McCulloch Leslie L. Melson Gregory D. Potter G. Andrews Smith Andrew M. Stern Paul B. Taylor Steven W. Van Amburgh Keith A. Waggoner Lawrence M. Wesson Jr.

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WITH

GRATITUDE

This list includes members of Salesmanship Club of Dallas, individuals, foundations and companies that have made donations of $500 or more to Momentous Institute, and individuals, foundations and corporations that have sponsored the AT&T Byron Nelson at a level of $5,000 or more. We regret that space limitations make it impossible to list all of our sponsors. ANONYMOUS C. Thomas Abbott Peter Aberg ACE Group ACT Event Services Quincy Adams Vicki and John Adams William J. Adams Don A. Addington Bill Addy Ron Adkison E. Jack Adleta Adobe Aetna Inc. AFrame Software AGC Networks Aggreko LLC Aguirre Roden ALAW J. Michael Alcantar Joseph Alcantar Mark C. Aldredge John Aldrich Steven J. Aldrich Frank M. Aldridge III Michael F. Alessio John A. Alexander Aligned Data Centers Alliance Residential Company All-Tex Pipe & Supply Inc. Alpha-Barnes Real Estate Services Alston & Bird Adrian Alter Altschuler and Company Ruth S. and Ken Altshuler American Airlines American Express American InfoSource American Recovery Service Ancira Winton Chevrolet Richard D. Anigian Anonymous Fund of the Community Foundation of Greater Memphis Apartment Realty Advisors – Austin Victor Arias Jr. Howard L. Armistead III Astellas Experience The Atmos Energy/Robert W. Best Charitable Giving Fund

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AT&T AT&T Employee Giving Campaign Marilyn Augur Family Foundation Marilyn Augur Austin Commercial Aviall Avid Golfer Magazine Avison Young B.C. Williams Inc. Ralph W. Babb Norman P. Bagwell K. Brock Bailey Robert R. Baillargeon Thomas C. Bain Jr. Baker Botts LLP Rhodes S. Baker III Rhodes S. Baker IV Richard V. Baker George W. Baldwin Peter W. Baldwin M. Allen Ball Bane Machinery Inc. Bank of America Bank of Texas Bankston Nissan Stephen W. Barley Jeff Barnes Robert V. Barnes Jr. Stephen N. Barnes Ben G. Barnett Foundation Michael A. Barnett Mr. and Mrs. James C. Barragan Jr. Lance Barrow Warren C. Barry Beth and Brad Bartholomew Peter B. Bartholow Victoria and Peter Bartholow Family Fund of Communities Foundation of Texas Harry W. Bass, Jr. Foundation Paul M. Bass III Frankie Basso Walker H. Bateman IV Baylor Emergency Medical Centers Baylor Family Medical Center at Riverside Baylor Institute for Rehabilitation Baylor Medical Center at Frisco Baylor Medical Center at Irving Baylor University Medical Center

W. Brice Beaird The Beck Group John A. Beckert John and Pamela Beckert Family Foundation Robert F. Begert C. Huston Bell The Bellomy Group Deane R. Beman Ben E. Keith Foods Benchmark Bank The Benevity Community Impact Fund Allison and Rick Benners Brant Bernet Edward N. Bernet Charles M. Best Nancy and Randy Best Charles R. Biddle Robert J. Bigham Jr. Bilbo Transports Inc. Dallas TX Aubrey C. Black Rebel E. Blackwell Jr. M. Robert Blakeney Brett J. Blakey Lloyd D. Blaylock Blue Cross Blue Shield of Texas Blue River Partners LLC BMC Design Pat S. Bolin Stanley C. Bould Amanda and Steven Bowditch Jane R. and Donald E. Bowles Renita and Steve Boyd Bracewell Jon M. Bradley Candi and Luke Brandenberg Brandt Brasfield & Gorrie Bill G. Brewer Bridge Insurance Partners Bridge Title Company Bridget Silverthorne Russell Robert Briggs Travis J. Briggs Ralph F. Brinegar Andrew Brisbin BROCADE Scott T. Brock Brodnax Printing

F. Stephen Brooks Bradley P. Brown Donald R. Brown Glen R. Brown Larry G. Brown Randal J. Brown W. Phil Brown W. Philip Brown Jr. Hal Browning Brownlie & Braden LLC Michael Bryant Bob E. Buddendorf Budweiser Robert M. Buell Sam P. Burford Jr. David W. Burgher Sr. David W. Burgher Jr. Stephen W. Burgher Todd E. Burke Frederick W. Burnett Jr. Jim D. Burnham Tim Byrne Byron Nelson Foundation David G. Cabrales Cadillac Michael S. Caffey Cain Food Industries Inc. Caliber Collision Camp Gladiator Drew A. Campbell Mary Bowman Campbell Michael Campbell Campisi’s Capital Commercial Investments Capital One Bank Capital Title – Bill Shaddock The Carbon Companies Cardinal Capital Partners Inc. FJ Carminita John W. Carpenter III W. Plack Carr Jr. Carrollton Mineral Partners J. Dodge Carter J. Robert Carter III Harold D. Carter John W. Carver Ronald J. Case J. Michael Casson James E. Castellaw Catalyst Health Network Catch Up & Read Inc. The Cather Family Catlyn Capital Corp. CBRE CBRE – Mike Bryant and AEI Consultants CDW Corporation CEC Companies Melinda and Blake Cecil Celanese Foundation CenturyLink Business & Juniper Networks CFP Foundation CGI

Fred Chaney George C. Chapman J. Brett Chapman Patton C. Chapman Charles Schwab Richard Cheatham Chem-Aqua Cherokee Crossroads Inc. Cherry Petersen Landry Albert LLP Chicago Title – National Commercial Services Peter C. Chilian A.L. Chilton Foundation Wilson Chu Chubb Group of Insurance Companies Cindy and Art Harding Charitable Fund Citi Private Bank ClaimsCorp Inc. J. Coley Clark Donald L. Clark John Clarkson Steven Clay Clear Technologies Inc. Pat and Gill Clements Foundation Bobby J. Cline Club Wyndham ClubCorp Inc. Dr. James S. Cochran B. Raye Collier Bruce H. Collins John M. Collins Comerica Bank Comerica Bank Texas Communities Foundation of Texas Compton Family Fund Kelly Compton Howard A. Compton Jr. George K. Conant Mark W. Connell George Connell The George T. Connell and Jean O. Connell Life Estate Michael J. Connelly Serena Connelly Consolidated Restaurant Operations Inc. Constantin Foundation Continental Battery Co. Contran Corporation Convoy Servicing Co. – Thermo King of Dallas Cool River Cafe Stephen B. Cooper William R. Copeland Edward A. Copley Jr. Corgan C. Jack Corgan Corrigan Investments Inc. Catherine A. Corrigan Fund of The Dallas Foundation Emily and David Corrigan Corrigan-Goddard Foundation

CoStar Group Timothy P. Costello Courtroom Sciences Inc. Martin S. Cox Christopher C. Cozby Thomas W. Craddock Matthew R. Craft John F. Crawford Jack Craycroft John T. Crist Mark E. Crites Crites Insurance Group Critical Start LLC J. Dow Crocker Billy & Dodee Crockett Advised Fund of The Dallas Foundation Crocker Crane Crockett McBride & Assoc. at Merrill Lynch Andy Crosland Noël and Bobby Crotty Robert B. Crotty Harlan Crow Katie and Peter Crow King A. Crow Crow Holdings Industrial David M. Crowley Foundation Crown Castle CSLDallas Dale and Philip Cullum R. Brooks Cullum Jr. Cully W. Culwell Cumulus Media – Dallas Curtain Wall Design & Consulting Inc. Cushing Asset Management CVE Technology Group Inc. Cyber Group CyrusOne D Magazine and D CEO Dahlgren Duck & Associates James K. Dahlgren Lawrence B. Dale

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Dallas Cowboys Football Club Dallas/Fort Worth International Airport The Dallas Foundation Dallas Mavericks The Dallas Morning News Dallas Observer Dallas Sports Commission Dallas Stars Dallas Women’s Foundation Darling Ingredients Inc. Darr Equipment Co. DARR JCB The Justin Dart Family Foundation Erik B. Daugbjerg David F. Davidson C. Kirk Davis Charles T. Davis Jr. Daniel M. Davis Jack H. Davis James B. Davis Levi H. Davis W. Richard Davis William F. Davis David A. Dean Robert J. DeBeer Dee Brown Inc. Michael D. DeGrazier Walter J. DeLaRosa Ann and John Delatour Dell Services J. Averill Deloache E. Larimer Delzell R. Scott Dennis Dent Zone Companies Nelson DeVega Claire Dewar Dexter & Company Inc. Diamond Realty Investments Inc. Mark P. Dickenson T. D. Dickey III Slayden Diehl John Dienes Bernie DiFiore

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Robert L. Dillard III DIRECTV James Dodson Daryl L. Doggett Ben C. Doherty Anthony Dona Maria and Mike Douglass Dr Pepper Snapple Group Jon Drago Robert D. Dransfield Allan D. Duck George Dunlap Jr. Thomas M. Dunning Glenn L. Duphorne Herbert A. Durham W. Clayborne Duvall Jr. Dycom Industries Inc. John Dyett of Salem Partners Eagle Oil & Gas Co. Eagle Pipe & Supply Inc. Joe Eastin Thomas M. Echols Jr. Jeffery T. Eckert John A. Edrington III Karen and Chuck Edwards EFG Companies Elemetal Elite Surgical Affiliates James T. Elliott III Patti and Jimmy Elliott Alfred W. Ellis James A. Ellis III The Emerging Teacher Institute at UNT Dallas Emerson Electric Co. Richard W. Emery II Energy Production Corporation R. Robert Engstrom Jr. Alan and Randall R. Engstrom Enterprise Holdings Foundation Enterprise Rent-A-Car Ernst & Young LLP Hector Escamilla Jr. Esping Family Foundation Jenny and James W. Esquivel Ruben E. Esquivel Blake H. Estess Dr. B. Henry Estess Lance Etcheverry The Roy Gene and Pamela Evans Foundation Pame and Roy Gene Evans Joan and Marvin Everett Ewing Automotive Group S. Finley Ewing III Exco USA Exxon Mobil Corporation EY Gabrielle Ezell 511 Carpenter Fwy – Northwestern Mutual Robert M. Farrell

Farrell Properties Jerry S. Farrington Greg Faulkner Alan D. Feld Cindy and John R. Ferguson Thomas D. Ferguson Brian A. Ficke Fidelity Charitable Fidelity Investments Fidelity National Title Company Jonathan W. Filgo Robert J. Finegan First Preston HT Fund at the Dallas Women’s Foundation First Trust Portfolios Knox Fitzpatrick Mattia J. Flabiano III Ann and Bill Flaherty Christie S. Flanagan Tracy and Robert Flint Ric L. Floyd Fluor Ola and Randall Fojtasek C.W. Foose Gerald J. Ford Herschel V. Forester Fort Worth ISD Education Foundation Joseph H. Foster Jr. Four Seasons Resort and Club Robert J. Frank Franklin American Mortgage John C. Franklin W. Michael Freberg Freeman Auto Group Denward L. Freeman Jerald W. Freeman D. Gilbert Friedlander Alan D. Friedman Dr. Steve M. Frost Frost Bank Frost Brown Todd LLC John D. Fulkerson Duncan T. Fulton III Marsella and Tim Fults Rebecca and Ron Gafford Gregory Galbraith Timothy A. Gamso Lori and Gerald Gansert Gardere Lawrence F. Gardner Stanley D. Gardner Louise and Gigi Gartner Mark H. Gehlbach GEICO Generational Equity P. Michael George Georgia-Pacific Gerber Taylor Joan L. Germany Dr. John T. Gill The Gleeson Family Fund of Communities Foundation of Texas

Mitchell S. Glieber William R. Goff Donald F. Goldman GOLF GALAXY Golfsmith Larry Golman John J. Gomez Oscar C. Gomez Mike A. Goodall William J. Goodwin Gordon Highlander GoVision Jerry L. Grable Louis J. Grabowsky Gradus Rick J. Graham Silas Graham Granite Properties Grant Thornton LLP Warren L. Gravely Jr. Robert L. Gray Arthur W. Green II Steve Gregory Grey Goose Vodka Garry R. Grier Guy U. Griffeth T. James Grisham R. J. Grogan Jr. Irwin J. Grossman C. Christopher Groves Jared Guerin with Eaton Vance Richard A. Gump Jr. Mary Hager Joe M. Haggar III J.M. Haggar Jr. Family Foundation J.M. Haggar III Family Mike Haggerty Steven D. Hahn J. Randall Hall John H. Hall II Hall Render Killian Heath & Lyman PC Howard Hallam Sara and Robert Hallam Mollie and Robert T. Halpin W. Fredrick Hamm Jr. Kurt W. Haney Stephen E. Hanna Hanover Property Company Hanson Pipe & Precast Inc. Harbor Footwear LTD Arthur J. Harding Harry Hargrave Hargrove Electric Co. Inc. Howell Harralson Steve Harris Virgil E. Harris III Donald L. Harrison Jr. John S. Hawkins Matthew K. Hawkins Hawthorne Family Community Fund of Communities Foundation of Texas Martha and Doug Hawthorne

H. David Hayden Harrell S. Hayden Cheryl and Larry Haynes Haynes and Boone LLP Hazel’s Hot Shot Jeff Heller Scott C. Henderson Walter T. Henderson James N. Henry Henson Family Trust Herb’s Paint & Body Shops Darrell L. Hernandez Dr. Rick F. Herrscher The Hersh Foundation HFF Paul E. Higgins Highland Park Village Highlander Partners LP Randy L. Hill William T. Hill Jr. Hill & Wilkinson Ltd Hilltop Holdings Inc. Hillwood Laurence E. Hirsch Mrs. Morris Hite The Hoglund Foundation HollyFrontier Corporation A. Ran Holman II Houston E. Holmes Jr. Robert C. Holmes S.L. Holmes Family Fund of The Dallas Foundation Hope & Ritual Fred Hoster Don M. Houseman Frank B. Houseman L. Ben Houston Jr. Patrick V. Hrncir HRNCIR Construction LP David H. Hudnall The M.R. and Evelyn Hudson Foundation Mimi and Ward Huey Walter J. Humann Jr. Walter J. Humann Sr. Bruce W. Hunt Caroline R. Hunt Ray L. Hunt Todd M. Hunt Graeme Hunter Hunton & Williams LLP Robert T. Huthnance Jr. Hydro Aluminum Metals USA IBM Global Services iHeart Media Michael W. Imhoof Independent Bank Infomart Data Centers International Positive Education Network Interstate Batteries Inc. Inwood National Bank Jack E. Irons Irving Convention & Visitors Bureau

Irving Economic Development Partnership Teri Isaacs Blair and Clayton Isom iWire365 LLC J. Culley Imaging J.B. Williams Investments J.P. Morgan Asset Management J.P. Morgan Charitable Giving Program Jack Black Jackson Walker LLP Jim Jackson T. Gregory Jackson Jacobs Engineering Foundation Dennis James Jenesis Group Clay Jenkins Clay and Lara Jenkins Foundation John L. Jenkins JLB Partners JMEG LP John Burns Construction Company John and Loretto Giving Account Johnson Supply – Armstrong Air Christina and Mark Johnson James M. Johnston Jones Lang LaSalle Craig A. Jones George F. Jones Jr. Gregory A. Jones Harry M. Jones Jr. James Jones Phillip R. Jones Thomas E. Jones Darrell E. Jordan David W. Jordan Lee Roy Jordan Stephen T. Jordan Timothy J. Jordan William K. Jordan Jaymie B. Josephs JPMorgan Chase & Co. Juniper Networks Katten Muchin Rosenman LLP Daniel K. Kearns R. Kinne Kell Kathy and Kevin Kelley Terry Kelley Kerr Family Fund of The Dallas Foundation Guy H. Kerr Dale V. Kesler Michelle and Patrick Kinder Thomas W. Kindred Frank-Paul A. King Luther King Capital Management Delane Kinney Kirby Eye Center Drs. Judy and Randall Kirby Kirkpatrick Bank Philip C. Kistler Bruce W. Klingman

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Michael L. Knapek Richard Knight Jr. Marcus E. Knight Dominic G. Koeijmans Kohler – Ferguson Greg Koonsman KPMG Frederick W. Kraft Richard S. Krumholz Amy and Jason Kulas Lynn and Mark Kutler L&B Realty Advisors LLP Larry Lacerte Michael R. Lacy Timothy Laczkowski D. Gregg Lafitte Darrell M. Lafitte Michael J. Lafitte Richard R. Lafitte Robert G. Lambert Roger E. Lambourn James R. Lancaster John L. Lancaster III John L. Lancaster IV R. Payne Lancaster Jr. Michael K. Lane Douglas S. Lang Dr. Becky LanKenau LASCO Robert W. Law Lawns of Dallas Daniel H. Lawson Howard L. Lawson Tom Lazo Sr. Caroline Leach Catherine and Richard E. LeBlanc The Lee Family Foundation Linda Lee Lori Lee Wayne E. Lee LegacyTexas LegacyTexas Bank Level (3) Communications J. Michael Lewis Michael S. Lewis Liberty Mutual Insurance Fred F. Ligon III Lincoln Harris CSG Lincoln Property Company Lincoln Property Company Residential Gary V. Lindsey Stephen M. Lipscomb David G. Little James R. Littlejohn Live Happy Magazine Live Nation Premium Seats Locke Lord LLP Lockton Companies Lockton Dunning Benefits John W. Lodewick Peter A. Lodwick Michael G. Loftis

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Sarah M. and Alan W. Losinger Jack Lowe James L. Lozier Jr. W.P. & Bulah Luse Foundation, Bank of America, N.A., Trustee Lynn Pinker Cox Lynn Lectures Fund of Communities Foundation of Texas M&M The Special Events Company The M.O.B. Family Foundation Michael N. Maberry William B. Madden Daniel M. Mahoney Main Event Ken Malcolmson Matthew Malouf Marek Brothers Systems Inc. Mario Sinacola Companies The Marketing Arm Timothy Marron Jr. Schuyler B. Marshall The Marshall Charitable Lead Annuity Trust Richard K. Martin Mary Kay Inc. Mary Potishman Lard Trust Michael P. Massad Sr. Michael P. Massad Jr. Robert A. Massad MassMutual Financial Group MasterCard Mattress Firm Inc. Maverick Capital Charities Preston L. McAfee McAlister’s Deli James K. McAuley Jeff T. McBrayer Libby and Murray McCabe William L. McCann Carl G. McCaslin Jr. J.D. McCaslin William B. McClung The Bill McClung Family Robert A. McCulloch P. Mike McCullough Sr. P. Mike McCullough Jr. Wayne C. McCullough A. Patrick McEvoy Jr. Robert C. McFarlane McGriff Seibels & Williams Inc. David H. McGuire Donald B. McIlhenny Jes D. McIver Jack I. McJunkin Kirk E. McJunkin Michael D. McKenzie Peter H. McKenzie Mike McKinley MCL Construction LLC Stewart H. McNairy Jon C. McNeil Pam and Tim McNutt

Mr. and Mrs. John McStay Amy and Michael L. Meadows MEDCO Construction LLC Medical City Dallas Michael E. Meece Todd C. Meier Leslie and Jim Melson Blair G. Mercer Jr. Earl Merrell Jr. Joseph Merritt Methodist Health System MetLife Robin and Christian Metten Sandi and Douglas Metten Steven K. Meyer MHBT Inc. Michelob ULTRA MIINC LP Miller Egan Molter & Nelson LLP Chas Bolanz Miller The David B. Miller Family Foundation David B. Miller J. Frank Miller III Family William D. Miller Mimecast North America Mind & Life Institute Matt Minnis Dr. Roby D. Mize ML Group Todd C. Moen William G. Moize Regina and Kristopher Moldovan Baker Montgomery Ben Montgomery J. Porter Montgomery W. Jefferies Montgomery William A. Montgomery Moody Oil Company Inc. JoAnne and Eddy Moore S. Louis Moore Jr. Samuel S. Moore Michael W. Moran Moran Capital Morgan Stanley Cathy and George Morgan Moriah Real Estate Company The Morris Foundation MortgageMark.com Morton Foundation Anna and Ryan Moss Mother Murphy’s Flavors Mark S. Moussa William G. Mundinger II William G. Mundinger III Carlos Munguia Louis G. Munin Katherine Murchison Lupe Murchison Foundation Benjamin M. Murphy Brian Murphy Mark Murray Mutual of Omaha Bank

MVP Group – Multifamily Vendor Partners Myers Financial Jack C. Myers Robert L. Myers Sammye and Mike Myers Michaux Nash Jr. Noble W. Nash National Family Care Life Insurance NBC 5 Bill R. Neale Richard S. Neely James R. Neitzel Nancy Nelson Sarah C. Nelson NetApp Joe O. Neuhoff Jr. Joseph B. Neuhoff Mr. and Mrs. Robert V. Neuhoff Steven R. Neuhoff Thomas H. Neuhoff Newland Communities Cary S. Newman L. Lynn Newman Layne C. Newman William M. Newman III Newstone Capital Partners LLC NexBank Mary T. Nickson PhD Nieman Printing Nissan Motor Acceptance Corporation Laurence W. Nixon Sandy Nobles Nokia J. Michael Nolan Jr. John M. Nolan Nolan Consulting Inc. Northern Extrusion Tooling Inc. Northern Texas PGA Junior Golf Foundation Northern Trust Norton Rose Fulbright Nova Consulting Group Inc. Daniel P. Novakov Edwin E. Nowlin Patrick Nugent E. Allen Nye Jr. Oak Farms Dairy Sonny Oates William D. Oates M. Blair Oden William J. O’Dwyer Okta Old Republic National Title Insurance Thomas W. Oliver Olmsted-Kirk Paper Company Omnitracs Oncor Gregg Ontiveros OPTIV Optum ORIX Foundation

ORIX USA Corporation Oslin Nation OsteoMed LLC Debbie and Lee W. Owen Page Southerland Page Inc. G. Schuyler Page Jr. Steffen E. Palko PaperCity Samuel W. Papert III Park Place Dealerships Doug Parker Parkway Centre IV Parmenter Brooks T. Patrick John B. Patterson Paul Taylor Homes William G. Payne PDS Tech Inc. Don S. Pearce Matson Pearce Howard E. Peck Elizabeth and Martin C. Peck Harold F. Peek PegasusAblon Carlos J. Peña Perimeter Logistics Ross Perot The Perot Foundation Sarah and Ross Perot Jr. Perry Homes Christopher W. Peterie Dr. Paul C. Peters Joseph N. Petet Petro-Hunt LLC J. Jason Petty PFP Kings Harbor Retail LP PGA TOUR Charities Inc. PGA TOUR Superstore PGA Tour Inc. Amy and John Phelan Phillip B. Philbin Phoenix Property Company Patty Pickard Robert H. Pickens Jane Harrell and Charles Curry Pierce Jr. Fund of Communities Foundation of Texas Charles C. Pierce Nancy Pierce John Allen Pierce Estate Pioneer Natural Resources Pivot Technology Solutions PlainsCapital Bank PlainsCapital Corp Daniel L. Plumlee Ply Gem Windows James W. Porter Jr. Jeffrey J. Porter John B. Poston Gregory D. Potter Potter Concrete Ltd. Darryl D. Pounds

Power Crunch Protein Genius Prairie Creek Partners LP Presidio Preston Road Pharmacy Preston Sherry Plaza Prime Lending Mortgage Protective Packaging Corp. Proteus On Demand Clark S. Pulliam Clay B. Pulliam Paul A. Pulliam Pursue Energy Corporation David N. Quisenberry Richard N. Quisenberry R4 Foundation Howard E. Rachofsky Alphonso Ragland III W. Scott Ragland Ragland Strother & Lafitte Rainwater Charitable Foundation David Rambie Hardin R. Ramey James S. Ramsey Jr. Mary Stewart Ramsey Family Charitable Fund of the North Texas Community Foundation Rapid Power Management LLC Robert E. Ratelle Jr. Mary Ann and Kurt N. Rathjen Dr. Karl Rathjen Red Steel Company Redi Mix Concrete W. Wallace Reed Michael E. Reeder Foster Reese III The Rees-Jones Foundation Edmund Reeve III Stuart Reeves Refinery Specialties Inc. Reflect Regency Centers Region 10 Education Service Center Republic Title Commercial Republic Title – Residential Division George T. Reynolds III George T. Reynolds IV

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J. Burton Rhodes Jim Rice Nancy G. Riddle Ridgemont Commercial Construction Ridgemont Equity Partners RingCentral Scott Ritter Riverside Commons J. Bart Roberson Harry M. Roberts Jr. James C. Roberts Robertson Griege & Thoele Kerry Robertson Robin Robinson Scott Robinson William W. Robinson Gary D. Roden Stephen J. Rogers Rogers – O’Brien Construction Romco Equipment Co. Catherine and Will Rose Deedie and Edward W. Rose III Edward W. Rose Family Fund The Rosewood Corporation Rosewood Court The Rosewood Foundation RSP Permian David E. Rupley John C. Rutledge Sr. Sadler’s Smokehouse Salesforce, Kasey O’ Laughlin Sanders Wingo Advertising Inc. Santander Consumer USA Sapphire Foundation Inc. J. Steve Saunders Frank Scardino Louis J. Schaufele Pete Schenkel William L. Schilling Victor J. Schmerbeck David A. Schmidt Schmidt & Stacy Schneider Electric George R. Schrader Dr. Richard D. Schubert F. Patrick Schultz Schultz Investments Inc. Dr. John R. Schumacher Michael S. Schwartz James S. Scofield Michael D. Scott John F. Scovell Debbie and Ric Scripps SEAL Legacy Foundation Mr. and Mrs. Conner Searcy William H. Seay Jr. Robert F. See Jr. Bradley Selner SettlePou Sewell Lexus Sewell Village Cadillac Robert F. Sexton

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Shackelford Bowen McKinley & Norton LLP George A. Shafer Shakespeare Dallas Scott D. Sherer Stan Shipley David W. Shuford William C. Shuford Jr. Sid W. Richardson Foundation The Side by Side Foundation Sierra Auto Finance Bruce A. Sifford Simmons Family Foundation Designated Fund of The Dallas Foundation Robert H. Simmons Annette Caldwell Simmons School of Education and Human Development, SMU Simmons Sisters Fund of The Dallas Foundation Ellis M. Skinner II Kent Skipper and Hilda Ruch Richard M. Skorburg Gary G. Sleeper Katie Smart Douglas C. Smellage Brett A. Smith Donald E. Smith G. Stacy Smith Jim Ray Smith Michael G. Smith Patricia and G. Andrews Smith Robert B. Smith Russell B. Smith Wade C. Smith The Smoking Elephant Fund of Communities Foundation of Texas Anthony C. Snell Donald H. Snell James R. Snell John D. Solana Charles M. Solomon Somerville Companies Inc. Southeastern Extrusion & Tool Southwest Construction Services Southwest International Trucks Webb Sowden Jr. M. Paul Spain Ben H. Sparkman Sparkman/Hillcrest Funeral Homes & Cemetery Spectrum Spencer Stuart Sport Clips Haircuts Charles D. Spradley SSI John A. Stabler Stagen Leadership Academy Kent Stainback The Stainback Organization Joe H. Staley Mary A. Stanton

Anne P. Stark Marianne and Roger Staubach Don-Trudy Steen Charitable Foundation Don C. Stephenson Sterling Family Partners LLC Andrew M. Stern Fred Stern Annie L. Stevens Fund of The Dallas Foundation Kurt M. Steves G. Michael Stewart Thomas H. Stewart Tom Stewart Jr. Stifel Case T. Stockton Stonebriar Commercial Finance LLC Stonelake Capital Partners Robert G. Storey III Stephen Straty Stream Realty Partners Strong Capital Dan P. Strother McCullough Strother William E. Strother John T. Stuart III John F. Stull SturdiSteel – Johnny Bledsoe Roy & Christine Sturgis Charitable Trust Jenifer and Tommy Summers Sun Life Financial U.S. Megan and YJ Sun Sunbelt Rental Suncoast Post Tension LP Sunwest Communications SuperShuttle ExecuCar Ronald L. Sussman Sutherland Global Services Samuel R. Swanson III Michael R. Sweet Thomas S. Swiley Swingle Collins & Associates Frank Swingle Sykes Enterprises Inc. Systemware Inc. T&B Equipment Co. 2000 McKinney David B. Tabor Mike M. Tabor TAC Talonvest Capital, Inc. Peter M. Tart Tartaglino Richards Family Foundation

D. Blakely Taylor John R. Taylor Jr. Paul B. Taylor TDIndustries Technifax Office Solutions Technologent/VCE Tenet Health Wayne A. Tenney Mike and Mary Terry Texas Air Systems Texas Health Resources Texas Monthly Texas Motor Speedway Texas Mutual Insurance Company Texas Tech University College of Arts & Sciences Thackeray Partners THMED Milton H. Thomas Jr. Thompson & Knight Foundation Bonnie and Doug Thompson Cullum Thompson Jr. John P. Thompson Jr. Scott M. Thompson Thumb Tool & Engineering Co. Ticketmaster Time Warner Cable Business Class Kip Tindell III Titan John W. Titus W.L. Todd, Jr. Unified Credit Trust Tolleson Wealth Management Frank E. Tonoli TopGolf G. O’Neill Touchstone Jr. Gifford O. Touchstone Randolph G. Touchstone The Towers at Williams Square Robert H. Townsend TRAILBLAZERS Michael E. Trapp Travis Wolff LLP TRT Holdings Inc. Jessica Trudeau John M. True Trunk Club TSI USA David O. Turner Ralph Winkie Turner Tom E. Turner Jeff Turner – Duke Realty Corporation TurningPoint Foundation Turtle Creek Management LLC Brian J. Tusa Charles J. Tusa TXU Energy The Tyler Foundation U.S. Risk Insurance Group Inc. Uber Ultimate Software Under Armour Timothy C. Underwood Jr.

Unite Private Networks United Benefits Inc. United Site Services United Way of Metropolitan Dallas UnitedHealthcare UNUM Corporation Uplift Education USAA Real Estate Company UT Southwestern Medical Center Vail Resorts Meetings & Events Tommy Valenta John E. Van Amburgh Steven W. Van Amburgh William H. Vanderstraaten VanTrust Real Estate LLC VariDoc Velocis ViaWest Estate of Eugene Vilfordi Village Walk Vinson & Elkins LLP VMG Health Laura Vogel John C. Vogt Vollero Beach Capital Partners VXL Wachtell Lipton Rosen & Katz Keith A. Waggoner C. Price Wagner John L. Wagner John R. Wagner W. Kelvin Walker Walker Engineering Mike M. Wall The Wall Street Journal Webb L. Wallace Wallace Capital Management James M. Walley Jr. Julie O’Connell Wallis Walter A. Walne Jean and Tom Walter John H. Walter Libby and Jeff Walter Robin Wantland Bryan A. Ward David S. Watson WCS Oil & Gas Corporation Gil and Dody Weaver Foundation Web.com James H. Webb III Garry A. Weber Wells Fargo Bank NA Lawrence M. Wesson Jr. Westcliffe Western Extrusions Corporation Westwood Management Corp. Westwood Trust Which Wich Kate Whidden C. Stevens White II Jon B. White William D. White Jr.

Leland B. White Whitehorse Capital Paul Whitman Mary D. and Joseph P. Wilbert Jr. Robert E. Wilbur Worthey D. Wiles III George E. Wilkin Jr. Robert G. Wilkinson William Hill Estate Winery The Williams Family Foundation J. Bowman Williams Jr. Joel T. Williams III Max Williams Dr. Phillip Williams Jr. Jerry B. Williamson Williamson Chris Willis Charles B. Wills Donald H. Wills James R. Wills III William C. Wilshusen John S. Wilson Lindsay and Craig Wilson Taylor H. Wilson Terry M. Wilson Tricia M. Wilson Ward P. Wilson Winstead PC Nancy Winston The Winston School The Witter Kistler Philanthropy Fund Robert A. Womble Wonders Consultancy Alan Wood C. Peery Wood Scott A. Wood C. Andrew Woodward World Golf Hall of Fame World Wide Technology John D. Worley Joseph A. I. Worsham Joseph I. Worsham II Wyndham Hotel – Love Field Yardi J. Matthew Yeaman Kathy and John M. Yeaman John M. Yeaman Charitable Trust YellowFolder LLC Ana and Jim Yoder Joe Young The George and Fay Young Foundation Younger Partners Zayo Zeller Realty Group Zotec Partners

*If we have inadvertently omitted your name, please contact us at 214.944.5713.

momentousinstitute.org | 29


THE RED HEART SOCIETY

®

These individuals and estates made planned gifts as of December 31, 2016: C. Thomas Abbott John Howard Aldrich Anonymous Robin and Norman P. Bagwell Thomas C. Bain Jr. Estate of Arthur Z. Barnes Robert V. Barnes Jr. Ben G. Barnett Foundation Trust Peter B. Bartholow Estate of Paul M. Bass Jr. John A. Beckert Barbara and Robert J. Bigham Jr. Aubrey C. Black Pat S. Bolin Glen R. Brown W. Phillip Brown Jr. John W. Carver Steven Henry Clay Estate of Chester R. Cole Estate of George T. Connell Edward A. Copley Jr. Carol and Jack Corgan David R. Corrigan Timothy P. Costello Mark E. Crites Robert B. Crotty Charles K. Davis Robert J. DeBeer Edwin L. Delzell Estate of T. D. Dickey Jr. Bernie DiFiore Jon Drago Randall R. Engstrom Estate of Gene and Jack Evans William H. Flaherty Alan D. Friedman John D. Fulkerson Gregory Alan Galbraith Estate of Felix B. Goldman Robert L. Gray Arthur W. Green II Estate of Terry R. Griffin Michael P. Haggerty J. Randall Hall Arthur J. Harding Jr. Harrell S. Hayden

30

| 2016 Annual Report

Janie and Walter T. Henderson Estate of A. C. and O’Rene Horn Estate of C. O. Horn Kathleen and Fred Hoster Don M. Houseman Frank B. Houseman Estate of J. L. Huffines Teri Isaacs James M. Johnston Kevin L. Kelley Estate of Roy Kennedy Jr. Guy H. Kerr Michelle Kinder Delane Kinney Barbara and Nick Koeijmans D. Gregg Lafitte Michael J. Lafitte Mr. Roger E. Lambourn Estate of Katherine Lang Peter A. Lodwick Michael N. Maberry Schuyler B. Marshall Michael P. Massad Sr. Michael P. Massad Jr. Robert A. Massad William Lee McCann Carl G. McCaslin Jr. Robert A. McCulloch P. Mike McCullough Sr. P. Mike McCullough Jr. Patrick McEvoy Jr. Jack I. McJunkin Louise Nelson Trust Henry Neuhoff III Joseph Boyd Neuhoff Laurence W. Nixon John M. Nolan Anne and M. Blair Oden Estate of Ida and Sam Papert C. Matson Pearce Don S. Pearce Charles C. Pierce Jr. Estate of J. Allen Pierce Estate of Charles H. Pistor Jr. Jeffrey J. Porter Gregory D. Potter

Alphonso Ragland III David Rambie Edmund Reeve III Estate of B. C. Robertson Rowland Robinson Louis J. Schaufele William L. Schilling George R. Schrader Frederic N. Scripps George A. Shafer Stan Shipley William C. Shuford Jr. Kent Skipper Douglas C. Smellage Robert B. Smith James R. Snell John D. Solana Estate of Harold Star Jr. Andrew M. Stern Estate of Charles P. Storey Frank Swingle Cullum Thompson Jr. John W. Titus Gifford O. Touchstone Randolph G. Touchstone Ralph E. Turner Timothy C. Underwood Jr. Tommy A. Valenta Steven W. Van Amburgh Estate of Rose S. Van Wert Estate of Eugene E. Vilfordi Keith A. Waggoner Estate of Alden E. Wagner Webb L. Wallace Robin F. Wantland Estate of James H. Webb Jr. Garry A. Weber Estate of William M. Weiss Lawrence M. Wesson Jr. Paul Whitman Robert E. Wilbur Estate of Joel T. Williams Jr. Missy Wilson Robert A. Womble Joseph A. I. Worsham Joseph I. Worsham II

CHOOSE

KIDS

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Oak Cliff Campus 106 E. Tenth Street Dallas, TX 75203 214.915.4700 Harry Hines Campus Constantin Center 9705 Harry Hines Boulevard Dallas, TX 75220 214.916.4000 Salesmanship Club Youth Camp 821 Private Road 6656 Hawkins, TX 75765

903.769.2500

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Momentous Institute's 2016 Annual Report  
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