2024-12-04T11:26:32-06:00 2023-12-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990PF 2023-01-01 752806927 THE BYRON NELSON FOUNDATION BYRO 2142326619 680 LAKERIDGE DRIVE FAIRVIEW TX 75069 JON M BRADLEY TREASURER 8174301336 2024-12-02 1 1 JUSTIN W REEVES P01248048 9724901970 2023 2024-10-15 13:58:12Z X 10283097 X 1975 X 51023 51023 181901 181901 -103576 3452680 0 131323 232924 0 0 0 2369 1185 1184 44354 44354 0 21282 6282 0 2255 2255 0 70260 54076 1184 365000 365000 435260 54076 366184 -303937 178848 455550 229902 229902 8347254 7885419 8048780 1740327 2083901 2004415 10543131 10199222 10283097 0 0 X 0 0 0 0 10543131 10199222 10543131 10199222 10543131 10199222 10543131 -303937 0 10239194 39972 10199222 SALES OF PUBLICLY TRADED SECURITIES P 683902 564206 119696 119696 STCL FROM PASSTHROUGH P 6409 -6409 -6409 LTCG FROM PASSTHROUGH P 510370 510370 510370 SALES OF PUBLICLY TRADED SECURITIES P 2157102 2985641 -828539 -828539 CAPITAL GAINS DIVIDENDS P 101306 101306 101306 -103576 2486 0 2486 0 2486 25767 0 0 0 25767 0 23281 23281 0 0 0 0 0 0 0 0 0 0 0 0 1 TX 1 0 0 0 0 1 N/A JON M BRADLEY 2142326619 680 LAKERIDGE DRIVE FAIRVIEW TX 75069 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PEGGY NELSON 778 ELEVEN STRAIGHT LANE ROANOKE TX 76262 PRESIDENT/DIRECTOR 0.00 0 0 0 JON M BRADLEY 680 LAKERIDGE DR FAIRVIEW TX 75069 SECY/TREASURER/DIRECTOR 0.00 0 0 0 JOHN WILBANKS JR 3301 CAMBRIDGE CT COLLEYVILLE TX 76034 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 9314930 344737 0 9659667 0 0 9659667 144895 9514772 475739 475739 2486 2486 473253 0 473253 0 473253 366184 0 366184 473253 0 0 479961 479961 366184 0 0 0 366184 0 107069 107069 372892 0 0 0 0 0 0 0 372892 372892 X ABILENE CHRISTIAN UNIVERSITY ACU BOX 27916 ABILENE TX 796997916 NONE PC PROGRAM SUPPORT 55000 COLLEGE GOLF FELLOWSHIP 5098 FOOTHILLS BLVD STE 3-138 ROSEVILLE CA 95747 NONE PC PROGRAM SUPPORT 25000 FIRST TEE OF FORT WORTH PO BOX 4767 FORT WORTH TX 76164 NONE PC PROGRAM SUPPORT 20000 FIRST TEE OF GREATER DALLAS 16200 ADDISON RD STE 255 ADDISON TX 75001 NONE PC PROGRAM SUPPORT 20000 HEARTS FOR HOMES 826 E MCKINNEY ST DENTON TX 76209 NONE PC PROGRAM SUPPORT 15000 NTPGA FOUNDATION 16124 CHAMPIONSHIP WAY FRISCO TX 75033 NONE PC PROGRAM SUPPORT 20000 SALESMANSHIP CLUB CHARITABLE GOLF 106 EAST TENTH ST DALLAS TX 75203 NONE PC PROGRAM SUPPORT 100000 THE HILLS CHURCH 6300 NE LOOP 820 NORTH RICHLAND HILLS TX 761807899 NONE PC PROGRAM SUPPORT 100000 VALIANT HEARTS PO BOX 92511 SOUTHLAKE TX 76092 NONE PC PROGRAM SUPPORT 10000 365000 0 14 51023 14 181901 18 -103576 0 129348 0 129348 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2369 1185 1184 WESTWOOD BOND FUNDS 2083901 2004415 FIDELITY INVESTMENT STOCKS 43714 68885 WESTWOOD STOCK FUNDS 7841705 7979895 TIMING AND OTHER DIFFERENCES 39972 PORTFOLIO DEDUCTIONS 2255 2255 0 INVESTMENT MANAGEMENT FEES 44354 44354 0 FOREIGN TAXES 6282 6282 0 EXCISE TAXES 15000 0 0