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ILLUMINATING

CHANGEMAKERS 2018 ANNUAL REPORT


We are grateful and humbled by the stunning legacy of former executive director Michelle Kinder and excited about the future. Momentous Institute works side by side with children, families and professionals to ensure that children can build social emotional health. Through our work in education, mental health, training and research, we focus on strengthening children’s abilities to understand and manage their emotions, reactions and relationships. We focus on building the social emotional wellbeing of our community by working to ensure that all children can achieve their full potential. Through community-level outreach and advocacy, we seek to challenge structural inequities and elevate the voice of community members. As each individual already possesses the capacity to heal within themselves, so does each community. To that end, we are ready to walk with, witness and provide encouragement to our community to ensure that all children can develop social emotional health and contribute to an equitable, sustainable community in the future. With gratitude for your support and partnership,

Jessica Trudeau

Jeff Barnes

Executive Director

Chairman of the Board, 2017-2018 Salesmanship Club of Dallas member since 1990


For 99 years, Momentous Institute, the nonprofit owned and operated by Salesmanship Club of Dallas, has been dedicated to changing the odds for children. The organization has championed the impact of social emotional health—

the ability to understand and manage one’s emotions, reactions and relationships —since the beginning. The heartbeat across Momentous Institute’s therapeutic services, school, research and training is to see all children reach their full potential.


THERAPEUTIC SERVICES

With social emotional health, we see RESILIENCE. Momentous Institute’s Therapeutic Services team works with families using a strengths-based approach to resolve conflict, process trauma and manage stress. Therapeutic Services include family therapy, small treatment groups, parent education and Huddle Up — a program aimed at helping youth improve self-control, problem solve and strengthen communications. Momentous Institute’s therapists work to provide families with tools to prioritize safe relationships and self-regulate emotions.

Others told me he was a bad kid and I was a bad parent. At Momentous Institute, they simply said, “How can I help you?” That made me feel at peace with happiness and self-confidence.

Anna, Momentous Institute client


80% of children with an identified social, emotional and/or behavioral challenge significantly improved their functioning. 87% of children who completed Huddle Up middle school programming demonstrated improvement in their executive function skills.

6,089 Therapeutic Services 3,218

2,871

Parent Education

Clinical Services

Family/Group Sessions Percentage of clients by age 0-5 6-12 13-15 16-20 Parents/Caregivers

Gender

3.6% 5.7%

29.3% 13.6%

37.9% Male

47.8%

62.1% Female

Where are clients being seen? Community .................................... 54% Harry Hines Campus .......................31% Oak Cliff Campus .......................... 15%

How are clients being seen? Parent Education............................. 55% Family Sessions .............................. 29% Therapeutic Groups ........................ 16%

Household Income Median Client Income

$26,000

National Poverty Line

$25,100

Ethnicity

9.3% African American

0.6% Asian 0.2% Other

75.7% Latino

14.2% White


PARTNERSHIPS

With social emotional health, we see RELATIONSHIPS. As the effectiveness of social emotional health continues to gain attention, Momentous Institute has had the opportunity to deepen over a dozen partnerships with organizations across the nation, including schools in Memphis, Tennessee, Dallas Independent School District and Bonton Farms. Rigorous research is utilized to demonstrate the effectiveness of these partnerships. Given the sustainable changes seen in children and families as a result of strengthening social emotional health, Momentous Institute will continue to invest in partnerships locally and nationally to reach far more children than the organization could ever serve directly.

We have to heal the soul before we can move into the academic component. The only way to heal the soul is through intentional relationships and authentic love.

Martha Bujanda, Principal, Marsh Preparatory Academy


RESEARCH

With social emotional health, we see INNOVATION. Momentous Institute is passionate about investing in research. Each year, Momentous Institute follows Momentous School students’ long-term trajectories and tracks improvements in the social emotional health of therapy clients and parent education participants. To prove that work in social emotional health is a game changer, the research team has published three multi-year studies in peer-reviewed journals. The team has two goals: 1) to evaluate the impact of Momentous Institute’s direct work with families, and 2) to look deeply at why social emotional health works so it can be shared with other schools and organizations.

We study the connection between self-regulation and dual-language skills in children...15 years from now or 20 years from now, these children will hopefully be our leaders.

Raul Rojas, Ph.D., CCC-SLP, University of Texas at Dallas


MOMENTOUS SCHOOL

With social emotional health, we see OPTIMISM. Momentous School, founded in 1997, is a laboratory school located in the Oak Cliff community of Dallas that serves children ages three years old through fifth grade. Using decades of research, Momentous School weaves rich social emotional health experiences into a rigorous academic curriculum.

They really want to see children grow both in and out of school. Even when I graduated high school, there was constant support.

Jovana, Former Student


650 Education 284

Momentous School Students

(248 students per school year)

366

Momentous School Parents

64

College Scholarships/Mentoring

High School Graduation Rate

96%

88%

Momentous School

State of Texas

Enroll in Higher Education

81%

58%

Momentous School

State of Texas

Higher Education Persistence

84%

75%

Momentous School

State of Texas

Gender

50% Male

50%

Female

Qualify for free/ reduced lunch

83% Ethnicity

97% Latino

2% African American

1% Other


Our 7th annual Changing the Odds conference, Belonging: Because Together We Are Better, welcomed more than 1,345 attendees who learned how to create spaces of belonging for those we work with and remove the dividing lines that too easily separate us.

“You do not need to be a therapist to be therapeutic.” Brenda Jones Harden

“The measure of our compassion is not in our service to the wounded, but in our willingness to see ourselves in kinship with them.” Father Greg Boyle

During conference breaks, Georgette Dunn led attendees through multiple exercises that energized the audience and provided multiple mindfulness strategies to include in any classroom or work environment.


Momentous Institute’s annual Changing the Odds conference features top thought leaders in the fields of mental health and education. For two days, a line-up of keynote speakers share their expertise, stories and research to help inspire and challenge educators, mental health professionals and decision makers to unify in changing the odds for all children.

The more we learn about developing the whole child is critical. It’s rare that you leave a conference inspired to take action. Changing the Odds is one of those. Eric Lindh, Project Transformation, CEO


TRAINING

With social emotional health, we see OPPORTUNITIES. Momentous Institute offers a slate of trainings year-round that specifically focus on sharing social emotional health practices with educators and mental health professionals. In 2018, to expand our reach and add to in-person trainings, Momentous Institute launched a set of 10 online trainings for educators that walk through tangible strategies for implementation in any classroom.

We have been able to bring new strategies to families we serve. When you have children, parents and teachers working together, it’s a game changer.

Alicia Norman, Principal, Perea Preschool, Memphis, TN


Total trained:

9,399

Count includes duplication of attendees at multiple trainings.

81.27% of all trained work in Dallas-Fort Worth area Cities ................................ 108 States ................................. 20 Countries............................... 3


Together we

TRANSFORM lives. Since 1968, the AT&T Byron Nelson, hosted by the Salesmanship Club of Dallas, has raised over $160 million to benefit Momentous Institute. In 2018, the tournament played at its new home in Southern Dallas at Trinity Forest Golf Club. The Salesmanship Club has worked to build deep relationships with community members and organizations year-round through strategic initiatives that move far beyond the game of golf.

Momentous Institute Junior Caddies with 2004 & 2016 AT&T Byron Nelson Champion Sergio Garcia


FINANCIALS Momentous Institute Operating Financial Summary 2018 OPERATING REVENUE AT&T Byron Nelson and Salesmanship Club Foundation Philanthropic Gifts and Contributions Fees (Families, Training and Misc.) TOTAL REVENUE

2018 OPERATING EXPENSES Therapeutic Services Momentous School Research and Training Youth Camp Scholarship Program Operations Development Administration TOTAL EXPENSES

10% 9,917,990 3,225,639 1,473,925

22%

$14,617,554

3,645,134 3,175,481 3,402,536 342,596 284,129 619,402 617,181 1,541,408

68%

4% 5% 2% 3% 25%

11% 27%

23%

$13,627,867

BOARD OF DIRECTORS Jeff Barnes, Chair Michael Alcantar Brett Blakey Larry Brown John Carver Matt Craft Phil Cullum Jeff Eckert Ruben Esquivel Alan Friedman

Lawrence Gardner JJ Gomez Garry Grier John Jenkins Jim Johnston Guy Kerr Mike Massad Jr. JD McCaslin Wayne McCullough Michael Meadows

Leslie Melson Joe Merritt Connie O’Neill John Schumacher Andy Smith Paul Taylor Tim Underwood Steve Van Amburgh


WITH GRATITUDE We would like to give a 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 2018 reflected below).

Simmons Sisters Fund

ANONYMOUS

LUPE MURCHISON FOUNDATION

THE REES-JONES FOUNDATION

BILL C. SHADDOCK


With social emotional health, we see GENEROSITY. This list includes members of Salesmanship Club of Dallas, individuals, foundations and companies that have made donations of $500 or more to Momentous Institute or $5,000 or more to the AT&T Byron Nelson. We regret that space limitations make it impossible to list all of our sponsors. 310 Intermodal 1900 Pearl 2100 McKinney 3500 Maple C. Thomas Abbott Peter Aberg  Accenture The John and Patricia Adams Foundation Quincy Adams  Vicki and John Adams William J. Adams  Addiction Campuses Don A. Addington  Bill Addy Ron Adkison E. Jack Adleta  AEI & Bryant Aflac AFS Aggreko LLC Aguirre Roden AIG Aimbridge Hospitality Air Device Warehouse AJ Forest Products ALA Inc. J. Michael Alcantar  Joseph Alcantar  Mark C. Aldredge  John H. Aldrich  Steven J. Aldrich  Frank M. Aldridge III Michael Alessio  John A. Alexander  Allcare Physicians Group Sean L. Allen  Alliance Residential Company All-Tex Pipe & Supply Inc. Alpha-Barnes Real Estate Services Inc. Adrian Alter  Altschuler & Company Amegy Bank of Texas American Airlines American InfoSource American National Bank of Texas AmWINS Brokerage of Texas Inc.

Andrews Distributing Co. Richard D. Anigian Anonymous Anonymous Fund of the Community Foundation of Greater Memphis AO Door Architecture Demarest Argos USA Howard L. Armistead III Arteriors Home Ash Grove Cement Company Astellas Experience AT&T Atmac Mechanical Services Atmos Energy Corporation Marilyn Augur Marilyn Augur Family Foundation Austerra Wealth Management Austin Commercial Avid Golfer Magazine Avison Young Axxess Bradley W. Ayres B.C. Williams Inc. Ralph W. Babb Jr. Norman P. Bagwell The Norm and Robin Bagwell Charitable Fund K. Brock Bailey Robert R. Baillargeon Thomas C. Bain Jr. Rhodes S. Baker IV Richard V. Baker Baker Botts LLP Baker Triangle Balcones Resources Inc. George W. Baldwin Peter W. Baldwin M. Allen Ball Bane Machinery Inc. Bank of America Bank of America - Card Services Bank of America Plaza Bank of Texas Bank SNB Bankston Nissan Banner Oak Capital Partners Stephen W. Barley

Gayle and Jeff Barnes Robert V. Barnes Jr. Stephen N. Barnes Michael A. Barnett Ben G. Barnett Foundation Barnsco Inc. 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 Thomas P. Barton BASF / English Color Paul M. Bass III Frankie Basso Walker H. Bateman IV Baylor Family Medical Center at Riverside Baylor Scott & White Health BB&T W. Brice Beaird The Beck Group John T. Beecherl Robert F. Begert Behr Pro C. Huston Bell The Bellomy Group Deane R. Beman Ben E. Keith Foods Ben E. Keith Foundation Benchmark Bank Benefit Harbor Frederick H. Benners Jr. Robert H. Bennett Bent Tree Country Club Brant E. Bernet Edward N. Bernet Charles M. Best Best Wire & Cable LLC Charles R. Biddle BIG Outdoor Robert J. Bigham Jr. Bilbo Transports Inc. Dallas TX Scott Birnbaum Aubrey C. Black

Black Creek Diversified M. Robert Blakeney Susan and Brett Blakey Bloomfield Homes Blue Cross Blue Shield of Texas Blue River Partners LLC Bluejack National Lantern Capital Partners BMO Harris Bank Pat S. Bolin  Bombardier Stanley C. Bould  Jane R. and Donald E. Bowles Jr. Wm. Stephen Boyd  Bracewell Bradford Commercial Jon M. Bradley  Luke Brandenberg  Brandt The Brandt Companies Brasfield & Gorrie Bill G. Brewer  Bridget Silverthorne Russell Robert M. Briggs  Travis J. Briggs  BrightView Landscape


Scott T. Brock Brodnax Printing - VariDoc - VXL F. Stephen Brooks  Bradley P. Brown  Glen R. Brown  Larry G. Brown  Randal J. Brown W. Phil Brown W. Phillip Brown Jr. Brown Sims Hal Browning Browning Oil Company Inc. Brownlie & Braden Advisors LLC Heather Bryant Michael D. Bryant Molly Brydson B. E. Buddendorf Budweiser Robert M. Buell Sam P. Burford Jr. David W. Burgher Sr. David W. Burgher Jr. Dr. Stephen W. Burgher Todd E. Burke Tyler Burke Frederick W. Burnett Jr. Jim Burnham Burr Forman LLP Buyers Barricades Byron Nelson Foundation David G. Cabrales Cadence McShane Michael S. Caffey Caiman Energy II LLC Cain Food Industries Inc. David P. Camp Drew A. Campbell Mary Bowman Campbell Michael N. Campbell Campisi’s Capital Commercial Investments Capital One Bank CAPSTAR Real Estate Advisors Cardinal Capital Partners Inc. Careington International John W. Carpenter III William Plack Carr Jr. The Carrell Clinic Harold D. Carter J. Dodge Carter J. Robert Carter III John W. Carver Ronald J. Case J. Michael Casson James E. Castellaw Cates-Clark & Associates LLP Catlyn Capital Corp. CBRE CDW Corporation CEC COMPANIES Melinda and Blake Cecil Celanese Foundation CenterOak Partners LLC CenturyLink

CFP Foundation Challenger Gray - Denis G. Simon Champion Partners Steve Modory and Jeff Swope Chan Zuckerberg Initiative DAF, an advised fund of Silicon Valley Community Foundation Fred E. Chaney George C. Chapman J. Brett Chapman Patton C. Chapman ChasCo Interiors Chem-Aqua Cherokee Crossroads Inc. Chicago Title Chicago Title National Commercial Services Chief Partners LP Children’s Health Dallas The Chili Peppers Peter C. Chilian Chisum Sports Wilson Chu Chubb Group of Insurance Companies CIS Citi Private Bank City Bank Cityplace Tower ClaimsCorp Inc. Donald L. Clark J. Coley Clark Steven H. Clay Clear Technologies Inc. Pat and Gill Clements Foundation R. Brent Clifton Bobby J. Cline Coca-Cola Southwest Beverages James S. Cochran Collabera B. Raye Collier Bruce H. Collins John M. Collins Comerica Bank Comerica Bank Texas Commercial Metals Company Communities Foundation of Texas Compass Compton Family Fund Howard A. Compton Jr. George K. Conant Mark W. Connell Michael J. Connelly Serena Connelly Consilio Continental Battery Co. Casey W. Conway Conway Mackenzie Cool River Cafe Stephen B. Cooper William R. Copeland Edward A. Copley Jr. Core Hydration Corgan

Cornerstone Parking Corning Optical Communications Catherine A. Corrigan David R. Corrigan Corrigan Investments Corrigan-Goddard Foundation CoStar Group The Costello Family Timothy P. Costello Martin S. Cox Christopher C. Cozby Thomas W. Craddock Matthew R. Craft John F. Crawford Jack Craycroft Crespi Exploration John T. Crist Mark E. Crites Crites Insurance Group Critical Start LLC J. Dow Crocker Crockett McBride & Assoc. at Merrill Lynch Andy Crosland Sarah and Bob Crotty Christopher Crow Katie and Peter Crow King A. Crow Crow Holdings Industrial David M. Crowley Foundation CSA Concrete Construction Inc. J. Culley Imaging Dale and Philip Cullum R. Brooks Cullum Jr. Cullum Construction Company Cumulus Media - Dallas Curtain Wall Design & Consulting Inc. Joan Scott Curtis Ph.D. Curtis Investments Cushman & Wakefield CyrusOne D & L Entertainment Services Inc. D Magazine and D CEO Dahlgren Duck & Associates James K. Dahlgren Dallas Mavericks The Dallas Morning News Dallas Service of TDIndustries Dallas Sports Commission Visit Dallas Dallas Stars Dal-Tile Daniel Steel Industries Inc. J. David Danielson Jill Dardick Darling Ingredients Inc. DARR Equipment Co. Erik B. Daugbjerg Machelle and Rodney Davenport David F. Davidson  C. Kirk Davis  Charles T. Davis Jr. Daniel M. Davis

Helen Buchanan Davis Jack H. Davis  James B. Davis  Levi H. Davis  W. Richard Davis  William F. Davis  Dawson & Sodd LLP David A. Dean  Robert J. DeBeer  Dee Brown Inc. Sharon and Mike DeGrazier  Walter J. DeLaRosa  Ann and John S. Delatour  J. Averill Deloache  Deloitte E. Larimer Delzell  R. Scott Dennis  Nathan Denton  Nelson DeVega  Dexter & Company Inc. Diamond Realty Investments Inc. Mark P. Dickenson  T. D. Dickey III Slayden Diehl  John D. Dienes  Bernard DiFiore  Robert L. Dillard III Direct Energy Business Diversant Diversified Systems Resources (DSR) Daryl L. Doggett  Ben C. Doherty  Lillian and Tony Dona  Lillian and Tony Dona Advised Fund of The Dallas Foundation Donnelley Financial Solutions Maria and Mike Douglass Jon Drago  Robert D. Dransfield  Allan D. Duck 


George C. Dunlap Jr. Sally and Tom Dunning Sally and Tom Dunning Advised Fund of The Dallas Foundation Glenn L. Duphorne  Herbert A. Durham  W. Clayborne Duvall Jr. Eagle Oil - Carrollton Sterling Family Partner Eagle Pipe & Supply Inc. Eastdil Secured Joe Eastin  Thomas M. Echols Jr. Jeffery T. Eckert  Edge Natural Resources LLC John A. Edrington III Elemetal James T. Elliott III Patti and Jimmy Elliott Alfred W. Ellis  Liza and Jae Ellis embark Embraer Executive Jets Richard W. Emery II Emirates Global Aluminium EMJ Construction Encap Investments LP Energy Transfer Partners R. Robert Engstrom Jr. Randall R. Engstrom  Enterprise Holdings Foundation Enterprise Rent-A-Car Epic Removal Services Ernst & Young LLP Hector Escamilla Jr. Mr. and Mrs. Ed H. Esquivel James W. Esquivel  Ruben E. Esquivel  Dr. B. Henry Estess Jr. Blake H. Estess  Lance Etcheverry  Andrew Evans Colesen C. Evans  Linda Perryman Evans  Pame and Roy Gene Evans  S. Finley Ewing III Ewing Automotive Group Exco USA Exeter Finance EY John W. Fainter III Robert M. Farrell  Jerry Farrington  FCS Construction LLC Regen Horchow Fearon Fund of The Dallas Foundation Fee Smith Sharp & Vitullo LLP Alan D. Feld  John R. Ferguson III Thomas D. Ferguson  Ferguson - Tyler Pipe Corbin W. Ferrell  Brian A. Ficke  Fidelity Investments

Fidelity National Title Company Jessica Filante Jonathan Filgo First Co. The First Tee of Greater Dallas First Trust Portfolios Fitzpatrick Jacks Smith & Uhl Knox Fitzpatrick Mattia J. Flabiano III Ann and Bill Flaherty  Christie S. Flanagan Flat Creek Capital Andy Fleck FLEXENTIAL Robert E. Flint Ric L. Floyd Fluor Corporation Ola and Randall Fojtasek Steve Folsom C. W. Foose Herschel V. Forester V Forterra Fortiline Inc. Joseph H. Foster Jr. Foundry Commercial Robert J. Frank John C. Franklin W. Michael Freberg Denward L. Freeman Freeman Auto Group D. Gilbert Friedlander Alan D. Friedman The Bayard and Cornelia Friedman Fund Frontera Search Partners/ Hall Render Frost Bank Frost Brown Todd LLC Dr. Steve M. Frost Fujitec America John D. Fulkerson Duncan T. Fulton III Marsella and Tim Fults Gaedeke Group Gregory A. Galbraith Gallagher Gallagher Construction Services Timothy A. Gamso Lori and Gerald Gansert Ed Garahan Lawrence F. Gardner Stanley D. Gardner Garrett Metal Detectors GDT Mark H. Gehlbach GEICO Generational Equity P. Michael George Georgia-Pacific Professional Gerber Taylor Joan L. Germany GFF Architects Dr. John T. Gill Glass Doctor

The Gleeson Family Fund of Communities Foundation of Texas GlenStar Properties LLC Mitchell S. Glieber Godwin Bowman & Martinez PC William R. Goff Donald F. Goldman Michael R. Goldman Larry E. Golman John J. Gomez Oscar C. Gomez Mike A. Goodall Grady G. Goodwin William J. Goodwin GoVision Jerry L. Grable Louis J. Grabowsky Rick J.W. Graham Silas Graham Grant Thornton Graphic Solutions Group Inc. Warren L. Gravely Jr. Robert L. Gray Arthur W. Green II Daniel Greenwood Grey Goose Vodka Grey Rock Energy Partners Garry R. Grier Griffith Davison P.C. Guy U. Griffeth Julie and Jim Grisham Justin J. Grissen R. J. Grogan Jr. C. Christopher Groves Cavan Groves GTI - Gardner Telecommunications Guardian Life Insurance Company Richard A. Gump Jr. Mary Hager Haggar Family Joe M. Haggar III Michael P. Haggerty Steven D. Hahn J. Randall Hall John H. Hall II Howard Hallam The Howard Hallam Family Foundation Robert G. Hallam Hallett & Perrin P.C. Robert T. Halpin Jr. W. Frederick Hamm Handy Service Company Kurt W. Haney Hankins Foundation Stephen E. Hanna Hanover Property Company Arthur J. Harding Jr. Cindy and Art Harding Charitable Fund Harry M. Hargrave Howell D. Harralson Houston Harris Stephen Harris

Virgil E. Harris III Donald L. Harrison Jr. Hartline Dacus Barger Dreyer LLP Harwood International John S. Hawkins Matthew K. Hawkins Hawkins - Welwood Homes Martha and Doug Hawthorne H. David Hayden Haynes and Boone LLP Larry J. Haynes HD SUPPLY WHITECAP Kay and Steve Head Scott Head The Hegi Charitable Fund of Communities Foundation of Texas Hegi Family Foundation Jeff Heller Scott C. Henderson Walter T. Henderson James N. Henry Jr. Herb’s Paint & Body Shops Heritage Creekside Darrell L. Hernandez Rick F. Herrscher The Hersh Foundation Ken Hersh HFF HIG Whitehorse Higginbotham Paul E. Higgins Highland Park Village Highlander Partners LP Higier Allen & Lautin P.C. Randy L. Hill William T. Hill Jr. Hill & Wilkinson LTD Hillcrest Foundation Bank of America N.A. Co-Trustee Hillwood Hilton Anatole Hirsch Family Foundation


HISTORYMAKER Homes John R. Hoctor Kyle Hogue Philip Holden A. Ran Holman II Houston E. Holmes Jr. Robert C. Holmes HomeBridge - Mark Pfeiffer Fred W. Hoster Frank B. Houseman L. Ben Houston Jr. Patrick V. Hrncir HRNCIR Construction LP HTS David H. Hudnall The M.R. and Evelyn Hudson Foundation Mimi and Ward Huey John E. Huff Walter J. Humann Sr. Walter J. Humann Jr. Bruce W. Hunt Caroline Rose Hunt Ray L. Hunt Todd M. Hunt Hunt Cares Employee Campaign of Communities Foundation of Texas Hunt Consolidated Inc. Graeme Hunter Hunton Andrews Kurth Robert T. Huthnance Jr. Hydro Aluminum Metals USA Hydro Conduit Corporation IBEX Financial Services Inc. IBM Global Services Ideal Golfer iHeart Media IHS Markit Michael W. Imhoof Independent Bank Industrial Networking Solutions Insperity Inc. Insurance Industry Charitable Foundation Integrative Emergency Services International Positive Education Network Intersection Interstate Batteries Inc. Invesco Real Estate Inwood National Bank IOG Capital LP iQor Jack E. Irons Teri Isaacs ISN Blair and Clayton Isom J.B. Williams Investments J.P. Morgan Jack Black Jim Jackson T. Gregory Jackson Jackson Walker LLP

Jaggers Family Fund at The Dallas Foundation James Hardie Building Products JBC Resources LP JE Dunn John L. Jenkins JLB Partners JLL JMEG LLC John and Loretto Giving Account Johnson Equipment Company Johnson Supply - Armstrong Air James M. Johnston Shelby Johnston Craig A. Jones George F. Jones Jr. Gregory A. Jones Harry M. Jones Jr. James W. Jones Phillip R. Jones Thomas E. Jones Jones Day Darrell E. Jordan David W. Jordan Lee Roy Jordan Stephen T. Jordan Timothy J. Jordan William K. Jordan The Jordan Family Fund of The Catholic Foundation Joyce Crane Inc. JPI & TDI Company JPMorgan Chase & Co. KAT Fabricators Katten Muchin Rosenman LLP Daniel K. Kearns R. Kinne Kell Kathy and Kevin Kelley Terry Kelley Kennedy Private Client Services Kensington Vanguard Guy H. Kerr Dale V. Kesler Julian Y. Kim Michelle and Patrick Kinder Thomas W. Kindred Frank-Paul A. King Carl B. And Florence E. King Foundation Luther King Capital Management Delane Kinney Dr. Randall Parker Kirby Kirby Eye Center Philip C.W. Kistler Bruce W. Klingman KLP Consulting Inc. / HR Services Firm Michael L. Knapek Marcus E. Knight Richard Knight Jr. Knight Waste Services LTD Knightvest Management Dominic G. Koeijmans Greg Koonsman

KP Property Advisors KPMG Frederick W. Kraft William Kraft Richard S. Krumholz KSPS Investments Amy and Jason Kulas L&B Realty Advisors LLP L.A. Fuess Partners Inc. Michael R. Lacy Darrell and Jo Ann Lafitte Fund at Schwab Charitable D. Gregg Lafitte Darrell M. Lafitte Michael J. Lafitte Richard R. Lafitte Laird Plastics Roger E. Lambourn James R. Lancaster John L. Lancaster III John L. Lancaster IV R. Payne Lancaster Jr. Land Rover Dallas Land Rover Frisco Michael K. Lane Douglas S. Lang Lang Interests Garrett Langworthy Lattimore Materials Robert W. Law Law Offices of Richard A. Gump Jr. P.C. Law Offices of Van Shaw Lawns of Dallas Daniel H. Lawson Howard L. Lawson Tom Lazo Sr. Richard E. LeBlanc The Lee Family Foundation Linda Lee Lori Lee Warren Lee Wayne E. Lee LegacyTexas Bank Lennox Industries Leroy Brorson J. Michael Lewis Michael S. Lewis Lexus Liberty Mutual Benefits Liberty Mutual Insurance Fred F. Ligon III Lincoln Centre Lincoln Harris CSG Lincoln Property Company Lincoln Property Company Residential Gary V. Lindsey Stephen M. Lipscomb D’Arcy Liston III David G. Little James R. Littlejohn Live Happy Magazine Lockton Companies / ACE Group

Lockton Dunning Benefits John W. Lodewick Peter A. Lodwick Tania Loenneker Michael G. Loftis Lone Star Land & Energy II LLC Waylon Longino - Noble Real Estate Alan W. Losinger David Love Jack Lowe Jr. James L. Lozier Jr. LPC Thomas W. Luce III Benjamin J. Luedtke Lynn Pinker Cox & Hurst The M.O.B. Family Foundation Michael N. Maberry Mackie Wolf Zientz & Mann P.C. William B. Madden Daniel M. Mahoney Mai Oil Operations Inc. Stacey and Ken S. Malcolmson Matthew E. Malouf Malouf Interests Inc. Robert Mangin Marek Brothers Systems Inc. Mario Sinacola Companies Markel Corporation The Marketing Arm Marquee Event Rentals Timothy J. Marron Jr. Schuyler B. Marshall The Marshall Charitable Lead Annuity Trust Richard K. Martin  Mary Kay Inc. Mary Potishman Lard Trust Michael P. Massad Jr. Robert A. Massad  Jo-Anne and Stephen Mastor Jeff W. Matthews  Mattress Firm


Maverick Capital Charities Russell W. May Preston L. McAfee  McAlister’s Deli James K. McAuley Jeff T. McBrayer McBrayer Family Foundation William L. McCann McCarthy Building Companies Inc. Carl G. McCaslin Jr. J.D. McCaslin William B. McClung Robert A. McCulloch P. Mike McCullough Sr. P. Mike McCullough Jr. Wayne C. McCullough McCune Losinger Family Fund of Communities Foundation of Texas A. Patrick McEvoy Jr. A. Patrick McEvoy III Robert C. McFarlane Ruth McGuffey David H. McGuire Donald B. McIlhenny Jes D. McIver Jack I. McJunkin Kirk McJunkin Michael D. McKenzie Peter H. McKenzie Michael D. McKinley MCL Construction LLC McLean Mechanical McMillan James Equipment Company Stewart H. McNairy Jon C. McNeil Pam and Tim McNutt McQueary Henry Bowles Troy Mike McWay Amy and Michael Meadows Medical City Dallas Michael E. Meece Todd Meier Leslie Melson Melton Truck Lines Inc. Memco Staffing Services Blair G. Mercer Jr. Mercer Meritage Cares Earl Merrell Jr. Joseph E. Merritt Merrymac-McKinley Foundation Methodist Health System MetLife Metro Mechanical Inc. Metroplex Chrysler Dodge Jeep Ram Christian T. Metten Sandi and Douglas Metten Steven K. Meyer Michelob ULTRA MidFirst Bank Midland Energy Inc. Frank Mihalopoulos MIINC LP

Chas Bolanz Miller The David B. Miller Family Foundation J. Frank Miller III Family William D. Miller James B. Mills Milwaukee Tool Mint Dentistry Miramar Holdings Missions Society International Mitsubishi Electric US Inc. Dr. Roby D. Mize Dr. Todd C. Moen William G. Moize Baker Montgomery Benjamin H. Montgomery J. Porter Montgomery Michael E. Montgomery W. Jefferies Montgomery William A. Montgomery Moody Oil Company Inc. Edward W. Moore Jr. S. Louis Moore Jr. Samuel S. Moore Michael W. Moran Moran Capital George E. Morgan III Morgan Lewis & Bockius LLP Moriah Real Estate Company Morris Manning & Martin LLP Morton Foundation Harry S. Moss Foundation Anna and Ryan Moss Mother Murphy’s Flavors Mark S. Moussa MSD Partners LTD William G. Mundinger II William G. Mundinger III Carlos Munguia Munsch Hardt Munsch Hardt Kopf & Harr P.C. Katherine V. Murchison Lupe Murchison Foundation Benjamin M. Murphy Brian Murphy Mark Murray MYCON General Contractors Inc. Jack C. Myers Michael A. Myers Robert L. Myers Myers Financial Mr. and Mrs. Michaux Nash Jr. Noble W. Nash National Family Care Life Insurance NBC 5 Bill R. Neale Richard S. Neely Neighborhood Management James R. Neitzel Nancy Nelson Network Insurance Planning Corp. Joseph B. Neuhoff Joe O. Neuhoff Jr. Robert V. Neuhoff

Steven R. Neuhoff Thomas H. Neuhoff Cary S. Newman L. Lynn Newman Layne C. Newman William M. Newman III Newstone Capital Partners LLC NexBank NexCore Group NH Energy LLC Nieman Printing Nine Mile Training Center Laurence W. Nixon Sandy Nobles J. Michael Nolan Jr. John M. Nolan Nolan Consulting Inc. Northern Extrusion Tooling Inc. Norton Rose Fulbright NovaCopy Lydia and Dan Novakov Edwin E. Nowlin Patrick Nugent E. Allen Nye Jr. Sonny Oates O’BH Associates M. Blair Oden William J. O’Dwyer Lexie Okeke Old Republic National Title Insurance Thomas W. Oliver Olmsted-Kirk Paper Company Omnigon Omnitracs Oncor ONCORE Group LLC One Bethany Development Partners LP Connie and Chris O’Neill Optiv ORIX Foundation ORIX Corporation USA Oslin Nation OsteoMed Otter Products Outdoor Signs OUTFRONT Media Debbie and Lee Owen Pacific Builders Richard Paddock Robert L. Paddock The Carol Ann and Robert W. Paddock Foundation G. Schuyler Page Jr. PAGE Paragon Distributing Park Place Dealerships Park 20-360 Parkway Centre IV Parrent’s Painting Parvin Law Group PC Pat Lobb Toyota Brooks T. Patrick

John B. Patterson Paul Quinn College Paul Taylor Homes Bill Payne PDL Flooring PDS Tech Inc. C. Matson Pearce Don S. Pearce Pecan Deluxe Candy Company Christopher A. Peck Howard E. Peck Martin C. Peck Peckham Inc. Harold F. Peek PegasusAblon Carlos J. Peña Perimeter Logistics Sarah and Ross Perot Jr. The Perot Foundation Perry Homes Christopher W. Peterie Dr. Paul C. Peters Petro-Hunt LLC J. Jason Petty PGA TOUR Inc. PGA TOUR Superstore PGT Phillip B. Philbin Phoenix Property Company Patty Pickard Robert H. Pickens Piedmont Office Realty Trust Pierce Hardware Jane and Charles C. Pierce Jr. Jane Harrell and Charles Curry Pierce Jr. Fund of Communities Foundation of Texas Pillar Commercial Pioneer Natural Resources Placid Refining Co. PlainsCapital Bank


Platinum Security and Consulting PNC PNC Foundation Polsinelli James W. Porter Jr. Jeffrey J. Porter John B. Poston Gregory D. Potter Potter Concrete LTD POTTORFF Darryl D. Pounds Prairie Creek Partners LP Precision Document Solutions Inc. Preston Road Pharmacy PricewaterhouseCoopers Prime Lending Mortgage Product Support Services Inc. Promontory Insight ProSys Protective Packaging Corp. Beth and John P. Puckett III Clark S. Pulliam Clay B. Pulliam Paul A. Pulliam Purity Oilfield Services Leo J. and Lorraine Putchinski A/C Fund of The Catholic Foundation Quilling Selander Lownds Winslett & Moser PC David N. Quisenberry Richard N. Quisenberry R. Neuhoff Properties LLC R4 Foundation Howard E. Rachofsky Rackmount Solutions Alphonso Ragland III W. Scott Ragland David F. Rambie Hardin R. Ramey Ramey Law Firm PLLC James S. Ramsey Jr. Rapid Power Management LLC Robert E. Ratelle Jr. Dr. Karl Rathjen Mary Ann and Kurt N. Rathjen RBC Capital Markets Peter Read Red Steel Company Redi Mix Concrete W. Wallace Reed Michael E. Reeder Foster Reese III The Rees-Jones Foundation Edmund A. Reeve III Stuart Reeves Refinery Specialties Inc. Regency Centers Regions Bank The Relief Institute Remote Command Center USA Republic Title Commercial Republic Title-Residential Division Residential Capital Partners

Retail Union Partners George T. Reynolds III George T. Reynolds IV Reynolds Sports RGT Wealth Advisors J. Burton Rhodes The Rhodes Group Addison Baldwin Group Jim Rice David R. Richards Nancy G. Riddle Ridgemont Commercial Construction Ridgemont Equity Partners Scott Ritter RLJ Equity Partners J. Bart Roberson Harry M. Roberts Jr. James C. Roberts Rowland K. Robinson W. Scott Robinson Gary D. Roden Rogers - O’Brien Construction Romco Equipment Co. Deedie Rose The Rosewood Corporation The Rosewood Foundation Rosewood Property Company RSM US LLP RSP Permian David E. Rupley John C. Rutledge Sr. Ryan LLC Sadler’s Smokehouse Salesforce Santander Consumer USA Adam Saphier Sapphire Foundation Inc. Sarofim Realty Advisors J. Stephen Saunders Frank Scardino Louis J. Schaufele III Pete Schenkel Kavin Schieferdecker William L. Schilling Victor J. Schmerbeck David A. Schmidt SCHMIDT & STACY George R. Schrader Dr. Richard D. Schubert Mr. and Mrs. Patrick Schultz Schultz Investments Inc. Dr. John R. Schumacher Michael S. Schwartz James S. Scofield Michael D. Scott Scott & Reid General Contractors Inc. John F. Scovell Debbie and Ric Scripps SEAL Legacy Foundation Amber and Dax A. Seale Seale Wealth Management of Raymond James Scott P. Sealy Jr.

Sealy & Company William H. Seay Jr. Robert F. See Jr. Bradley Selner Sendero Consulting Senior Care Centers Sequel Holdings LP SettlePou Sewell Lexus Sewell Village Cadillac Robert F. Sexton SHACKELFORD BOWEN McKINLEY & NORTON LLP William C. Shaddock George A. Shafer Sharp Insulation Ann Shaw Scott D. Sherer Justin Shipley Stanley J. Shipley David W. Shuford William C. Shuford Jr. Sidley Austin LLP Siemens Building Division Bruce A. Sifford Annette Caldwell Simmons School of Education and Human Development Simmons Sisters Fund of The Dallas Foundation Robert H. Simmons Ellis M. Skinner II Richard M. Skorburg Gary G. Sleeper Douglas C. Smellage Brett A. Smith Donald E. Smith G. Stacy Smith Jim Ray Smith Linda and Dale Smith Michael G. Smith Patricia and G. Andrews Smith Robert B. Smith Russell B. Smith Wade C. Smith Smith Group Asset Management Smith Protective Services The Smoking Elephant Fund of Communities Foundation of Texas Anthony C. Snell Donald H. Snell James R. Snell John D. Solana SOLANA / Equity Office Properties Charles M. Solomon Somerville Companies Inc. Deb SoRelle and Brian Lindley Southeastern Extrusion & Tool Southern State Rebar Southwest Construction Services Southwest International Trucks Southwestern Carpets Webb Sowden Jr. M. Paul Spain

Sparkman/Hillcrest Funeral Homes & Cemetery Spencer & Johnson PLLC Jane Spillman Wansley Splunk Inc. Charles D. Spradley Spring Valley Construction Company SSI John A. Stabler Stagen Leadership Academy Kent M. Stainback Christian Staley Joe H. Staley Jr. Mary L. Stanton Statewide Remodeling Edith and Herbert Stehberg Charitable Trust Don C. Stephenson Sterling Family Partners LLC Andrew M. Stern Fredrick H. Stern Kurt M. Steves Cynthia C. Stewart G. Michael Stewart Thomas H. Stewart Thomas H. Stewart Jr. Stewart Title Stifel Stillwater Capital Case T. Stockton Stonebriar Commercial Finance Stonelake Capital Partners Robert G. Storey III Stephen M. Straty Stream Realty Partners LP Strive Consulting Strong Capital Margaret and Dan Strother T. McCullough Strother William E. Strother Stryker Orthopaedics


John T. Stuart III John F. Stull SturdiSteel - Johnny Bledsoe Suffolk E. Thomas Summers Sun Life Financial U.S. Sunbelt Rental Suncoast Post Tension LP Suntrust Robinson Humphrey Supreme Lending Ronald L. Sussman Sutherland Swank Capital LLC Samuel R. Swanson III Michael R. Sweet Thomas S. Swiley Frank Swingle Swingle Collins & Associates Systemware Inc. T&B Equipment Co. T. Gray Electric Company David B. Tabor Mike M. Tabor TAC Tailwater Capital Peter M. Tart Tartaglino Richards Family Foundation D. Blakely Taylor Desiree Taylor John R. Taylor Jr. Paul B. Taylor Taylor Made Painting Paul and Beth Taylor Family Giving Account at Schwab Charitable TCC TDIndustries Tenet Healthcare Corporation Wayne A. Tenney Mary and Mike Terry Texas Air Systems Texas Capital Bank Texas Health Aetna Texas Health Resources Foundation Texas Lime Company Texas Monthly Texas Motor Speedway Texas Mutual Insurance Company Texoma Health Foundation Textron Aviation Thackeray Partners Thirty-Four Commercial Milton H. Thomas Jr. Thomas Title Bonnie and Doug Thompson John P. Thompson Jr. M. Cullum Thompson Jr. Scott M. Thompson Thompson & Knight Foundation Thompson & Knight LLP Thumb Tool & Engineering Co. Ticketmaster TIER REIT Inc. William A. Tindell III

Title Resources Guaranty Company John W. Titus Tolleson Wealth Management Tonti Properties TopGolf G. O’Neill Touchstone Jr. Gifford O. Touchstone Randolph G. Touchstone Mr. and Mrs. Lucian Touchstone Fund of Communities Foundation of Texas The Towers at Williams Square Robert H. Townsend Trail Ridge Construction Management LLC TRAILBLAZERS Trammell Crow Center Trane Michael E. Trapp Trinitas Capital Management Trinity Falls Trinity Forest Golf Club Trinity Glazing Trinity Industries Trinity River Audubon Center Trinsic Residential Triumph Bancorp Inc. TRT Holdings Inc. Jessica Slie Trudeau John M. True True North Advisors TSI USA TSNE Mission Works John W. Turner Ralph E. Turner Tom E. Turner Jeff Turner - Duke Realty Corporation Turtle Creek Management LLC Brian J. Tusa Charles J. Tusa Two Addison Circle The Tyler Foundation Uber Under Armour Timothy C. Underwood Jr. Union Investment - 2000 McKinney Union Pacific Railroad United Mechanical United Site Services United Way Of Metropolitan Dallas UNUM Corporation Uplift Heights UT Southwestern Medical Center The Valenta Family John E. Van Amburgh Steven W. Van Amburgh William H. Vanderstraaten Velocis Veritas | Insight Veritex Community Bank Victaulic Corp. View Pointe Ranch LTD Shirley Vilfordi

Vinson & Elkins LLP VIP Sports Marketing Vista Bank VMG Health Dr. Laura Vogel John C. Vogt Voya Keith A. Waggoner C. Price Wagner John L. Wagner John R. Wagner W. Kelvin Walker Walker Engineering Mike M. Wall Webb L. Wallace James M. Walley Jr. Julie O’Connell Wallis W. Alan Walne Libby and Jeff Walter John H. Walter Jean and Tom Walter Elizabeth W. and Jeffrey J. Walter Fund of Communities Foundation of Texas Robin F. Wantland Bryan A. Ward David S. Watson WCS Oil & Gas Corporation James H. Webb III Garry A. Weber Wells Fargo Bank NA A. Holt Wesson Lawrence M. Wesson Jr. Western Extrusions Corporation Westwood Management Corp. Westwood Trust Which Wich Kate Whidden C. Stevens White II Leland B. White William D. White Jr. Judy and Paul Whitman Family Fund Paul A. Whitman Joseph P. Wilbert Jr. Joe Pete Wilbert Fund of The Catholic Foundation Robert E. Wilbur Worthey D. Wiles III Wilhoit Family Charitable Fund of the SEI Giving Fund George E. Wilkin Jr. Wilkins Law Group R. Greg Wilkinson William Hill Estate Winery J. Bowman Williams Jr. Joel T. Williams III Dr. Phillip E. Williams Jr. Scott V. Williams Chris Willis Willis Towers Watson Charles B. Wills Donald H. Wills James R. Wills III William C. Wilshusen

Craig H. Wilson John S. Wilson Taylor H. Wilson Terry M. Wilson Ward P. Wilson The Ken and Linda Wimberly Fund Winstead PC The Witter Kistler Philanthropy Fund Robert A. Womble Wonders Consultancy LLC Alan Wood C. Peery Wood Scott A. Wood Wood Haus Inc. C. Andrew Woodward Workday World Golf Hall of Fame John D. Worley Joseph A.I. Worsham Joseph I. Worsham II Robert Wright - Murex LLC Kim and Evan Wyly Wyndham Hotel - Love Field XL Catlin J. Matthew Yeaman Kathy and John M. Yeaman John M. Yeaman Charitable Trust Yeaman Advisory LLC YellowFolder LLC YMCA of Metropolitan Dallas Ana and Jim Yoder Alan Yonack Joe K. Young III The George & Fay Young Foundation YPO Forum Group Zayo Group Zimmer Biomet North Texas Zoes Kitchen Zyston

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


THE RED HEART SOCIETY

These individuals and estates made planned gifts as of December 31, 2018: Anonymous Anonymous Anonymous Anonymous C. Thomas Abbott John Howard Aldrich Thomas C. Bain Jr. Estate of Arthur Z. Barnes Robert V. Barnes Jr. Ben G. Barnett Foundation Trust 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. David R. Corrigan Timothy P. Costello Mark E. Crites Robert B. Crotty Charles K. Davis Robert J. DeBeer Edwin L. Delzell R. Scott Dennis Estate of T.D. Dickey Jr. Bernie DiFiore Jon Drago 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. Howell D. Harralson Estate of Harrell S. Hayden

Janie and Walter T. Henderson Estate of A. C. and O’Rene Horn Estate of C. O. Horn Kathleen and Fred Hoster Estate of 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 Roger E. Lambourn Estate of Katherine Lang Peter A. Lodwick Michael N. Maberry Schuyler B. Marshall Estate of 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 Estate of Edward W. Rose 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. Estate of John W. Titus Estate of W. L. Todd Jr. Gifford O. Touchstone Randolph G. Touchstone Ralph E. Turner Timothy C. Underwood Jr. 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 A. Whitman Robert E. Wilbur Estate of Joel T. Williams Jr. Missy Wilson Robert A. Womble Joseph A. I. Worsham Joseph I. Worsham II


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