2024-05-14T10:43:07-05:00 2023-12-31 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990PF 2023-01-01 756023326 O'DONNELL FOUNDATION ODON 2148715800 100 CRESCENT COURT 880 DALLAS TX 752011884 WILLIAM T SOLOMON PRESIDENT 2148715800 2024-05-10 1 WILLIAM SOLOMON 999009999 1 RYAN C COLE P00568910 2148717500 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 121538731 X 73500948 4151299 4151299 3921858 3921858 7541459 20983717 7541459 17788353 17788353 0 106903917 33402969 0 998559 199712 0 798847 186694 37339 0 149355 134006 26801 0 107205 2756 551 0 2205 82476 74228 0 8248 6939 1388 0 5551 1598066 1115133 0 0 959124 957437 0 112611 22522 0 90089 8992 1798 0 7194 284498 13533 0 54131 4374721 2450442 0 1222825 33526386 33526386 37901107 2450442 0 34749211 69002810 30952527 0 2903268 3382964 3382964 41295711 64197136 64197136 32415127 15824045 15824045 11051104 11306536 11306536 52955573 5397032 42524 47558541 26820274 130659 126438 6330 4221 4221 3555 3555 3555 87717619 142276998 121538731 0 0 X 87717619 142276998 87717619 142276998 87717619 142276998 87717619 69002810 0 156720429 14443431 142276998 2,520 BERKSHIRE HATHAWAY INC. CLASS B 2011-08-24 2023-04-10 784482 168593 615889 615889 33,267 FIRST FINANCIAL BANKSHARES INC. 1985-08-13 2023-04-10 1013860 9506 1004354 1004354 3,350 META PLATFORMS, INC. 2012-11-20 2023-04-10 712489 76249 636240 636240 5,300 SOUTHWEST AIRLINES CO. 2013-01-30 2023-04-10 168829 57542 111287 111287 16,290 VANGUARD TOTAL STOCK MARKET ETF 2021-10-10 2023-04-10 3298890 3689074 -390184 -390184 7,400 VANGUARD SHORT-TERM BOND ETF 2020-02-18 2023-04-10 2769631 2287031 482600 482600 1,700 VANGUARD SHORT-TERM BOND ETF 2020-02-19 2023-04-10 636267 529225 107042 107042 2,585 VANGUARD SHORT-TERM BOND ETF 2020-02-20 2023-04-10 967500 799250 168250 168250 5,880 BERKSHIRE HATHAWAY INC. CLASS B 2011-08-24 2023-05-02 1913209 393384 1519825 1519825 19,496 FIRST FINANCIAL BANKSHARES INC. 1985-08-13 2023-05-02 536360 5571 530789 530789 19,315 FIRST FINANCIAL BANKSHARES INC. 1985-08-13 2023-05-02 531380 5519 525861 525861 7,823 META PLATFORMS, INC. 2012-11-20 2023-05-02 1883484 178059 1705425 1705425 12,368 SOUTHWEST AIRLINES CO. 2013-01-30 2023-05-02 371095 134279 236816 236816 11,403 VANGUARD TOTAL STOCK MARKET ETF 2021-10-10 2023-05-02 2315628 2582352 -266724 -266724 7,600 VANGUARD SHORT-TERM BOND ETF 2020-02-18 2023-05-02 2862183 2348842 513341 513341 580 VANGUARD SHORT-TERM BOND ETF 2020-02-21 2023-05-02 218430 177782 40648 40648 7541459 0 430240 0 430240 0 430240 270000 0 0 0 270000 X 0 160240 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 1 0 0 1 N/A WILLIAM T SOLOMON 2148715800 100 CRESCENT COURT 880 DALLAS TX 752011884 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM T SOLOMON 100 CRESCENT COURT SUITE 880 DALLAS TX 752011884 CHAIRMAN, PRESIDENT & CEO 40.00 466229 0 0 EDWARD A COPLEY 300 CRESCENT COURT SUITE 1350 DALLAS TX 75201 DIRECTOR 3.00 0 0 0 RUTH O'DONNELL MUTCH 3928 MARQUETTE ST DALLAS TX 75225 DIRECTOR 3.00 0 0 0 LARRY FAULKNER 5310 WESTERN HILLS DR AUSTIN TX 78731 DIRECTOR 3.00 0 0 0 JERE THOMPSON JR 1801 N LAMAR STREET SUITE 600 DALLAS TX 75202 DIRECTOR 3.00 0 0 0 ROBERT DEDMAN JR 5956 SHERRY LANE STE 1800 DALLAS TX 75225 VICE-CHAIRMAN 3.00 0 0 0 CAREN PROTHRO 3929 POTOMAC DALLAS TX 75205 VICE-CHAIRMAN 3.00 0 0 0 SERENA RITCH 100 CRESCENT COURT SUITE 880 DALLAS TX 752011884 VP & DIR. OF ARTS PROGRAM 40.00 240993 0 0 TIFFANY ARMSTRONG 100 CRESCENT COURT SUITE 880 DALLAS TX 752011884 VP & SECRETARY & TREASURER 40.00 291336 0 0 NONE 0 NONE 0 0 31458317 71321027 26820274 129599618 0 0 129599618 1943994 127655624 6382781 6382781 430240 430240 5952541 0 5952541 0 5952541 34749211 0 34749211 5952541 0 0 101822 3978289 102877600 106957711 34749211 0 0 0 5952541 28796670 0 0 135754381 0 0 0 0 0 0 101822 135652559 3978289 102877600 28796670 TIFFANY ARMSTRONG 100 CRESCENT COURT STE 880 DALLAS TX 75201 2148715800 APPLICATIONS SHOULD INCLUDE A BRIEF LETTER OUTLINING THE PROJECT, TIMETABLE, BUDGET, FUNDS ALREADY PLEDGED TO THE PROJECT, AND THE SPECIFIC CONTRIBUTION REQUESTED. PROVIDE LIST OF ORGANIZATION'S GOVERNING BOARD AND COPY OF IRS DETERMINATION LETTER OF TAX-EXEMPT STATUS. NONE IN AWARDING CHARITABLE AND EDUCATIONAL GRANTS, PREFERENCE IS GIVEN TO LOCAL INSTITUTIONS. NO GRANTS ARE MADE TO INDIVIDUALS AND NO SCHOLARSHIPS, LOANS OR PRIZES ARE AWARDED. DALLAS SYMPHONY ASSOCIATION 2301 N FLORA ST DALLAS TX 75201 NONE PUBLIC OPERATIONS 11595386 THE ACADEMY OF MEDICINE ENGINEERING & SCIENCE OF TEXAS 3925 W BRAKER LANE SUITE 38018 AUSTIN TX 78759 NONE PUBLIC OPERATIONS 15000 THE DALLAS OPERA 2403 FLORA ST DALLAS TX 75201 NONE PUBLIC OPERATIONS 1000000 THE UNIVERSITY OF TEXAS AT DALLAS 800 W CAMPBELL RD RICHARDSON TX 75080 NONE PUBLIC OPERATIONS 7500000 UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER AT DALLAS 5323 HARRY HINES BLVD DALLAS TX 75390 NONE PUBLIC OPERATIONS 2280000 WOODALL RODGERS PARK FOUNDATION 1909 WOODALL RODGERS FWY STE 403 DALLAS TX 75201 NONE PUBLIC OPERATIONS 500000 SOUTHERN METHODIST UNIVERSITY 6425 BOAZ LANE DALLAS TX 75205 NONE PUBLIC OPERATIONS 10550000 THE UNIVERSITY OF TEXAS 1900 RED RIVER ST STOP D4000 AUSTIN TX 78712 NONE PUBLIC OPERATIONS 85000 DALLAS MUSEUM OF ART 1717 N HARWOOD ST DALLAS TX 75201 NONE PUBLIC OPERATIONS 1000 33526386 DALLAS SYMPHONY ASSOCIATION 2301 N FLORA ST DALLAS TX 75201 NONE PUBLIC OPERATIONS 13653500 THE DALLAS OPERA 2403 FLORA ST DALLAS TX 75201 NONE PUBLIC OPERATIONS 2000000 THE UNIVERSITY OF TEXAS AT DALLAS 800 W CAMPBELL RD RICHARDSON TX 75080 NONE PUBLIC OPERATIONS 22500000 UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER AT DALLAS 5323 HARRY HINES BLVD DALLAS TX 75390 NONE PUBLIC OPERATIONS 9500000 SOUTHERN METHODIST UNIVERSITY 6425 BOAZ LANE DALLAS TX 75205 NONE PUBLIC OPERATIONS 21450000 69103500 14 4151299 14 3921858 211100 293867 15 17494486 18 7541459 293867 33109102 0 33402969 1 N/A 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF PETER O'DONNELL JR CO RUTH O'DONNELL MUTCH 3928 MARQUETTE STREET DALLAS TX 75225 73500948 X X 1 OIL AND GAS PROPERTIES 48473266 2023-05-31 ACCOUNTING FEES 82476 74228 0 8248 VANGUARD SHORT TERM BOND ETF 11306536 11306536 FIRST FINANCIAL BANKSHARES, INC. 1176004 1176004 VANGUARD S&P 500 8336328 8336328 VANGUARD INDEX FUNDS TOTAL STK MKT ETF 6311713 6311713 REAL ESTATE / OIL AND GAS PROPERTIES 52955573 5397032 47558541 26820274 FIXED ASSETS 130659 126438 4221 4221 LEGAL FEES 2756 551 0 2205 DEPOSITS 3555 3555 3555 NET UNREALIZED LOSS ON INVESTMENTS 2893392 PETER O'DONNELL JR. ESTATE - EIN 88-6474000 - SCHEDULE K-1 11550039 POSTAGE, SUPPLIES, OFFICE EXP 27868 5574 0 22294 LEASE OPERATING EXPENSE 216834 0 0 0 INSURANCE 39796 7959 0 31837 OIL & GAS ROYALTY INTEREST 9838521 9838521 0 OIL & GAS WORKING INTEREST 154659 154659 0 PETER O'DONNELL JR. ESTATE - EIN 88-6474000 - SCHEDULE K-1 - O&G ROYALTY INT 7353085 7353085 0 PETER O'DONNELL JR. ESTATE - EIN 88-6474000 - SCHEDULE K-1 - O&G WORKING INT 139208 139208 0 OIL & GAS - LEASE BONUS 302880 302880 0 OTHER PROFESSIONAL FEES 6939 1388 0 5551 ESTATE OF PETER O'DONNELL EXECUTRIX RUTH O'DONNELL MUTCH 3928 MARQUETTE UNIVERSITY PARK TX 75225 FEDERAL EXCISE AND OTHER 458132 0 0 0 OIL & GAS AD VALOREM TAX 769465 754076 0 0 OIL & GAS PRODUCTION TAX 369670 361057 0 0 PROPERTY TAX EXPENSE 799 0 0 0