2025-05-13T11:49:15-05:00 2024-12-31 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990PF 2024-01-01 756023326 O'DONNELL FOUNDATION ODON 2148715800 100 CRESCENT COURT 880 DALLAS TX 752011884 WILLIAM T SOLOMON PRESIDENT 2148715800 2025-05-09 1 1 RYAN C COLE P00568910 2148717500 2024 2025-03-06 01:10:19Z X 356893264 X 234361533 7097216 7097216 3615927 3615927 35380660 215121929 35380660 14213268 14213268 294668604 60307071 1039346 207869 831477 193574 38715 154859 143352 28670 114682 67770 60993 6777 2280675 1273908 0 1599919 1598232 120553 24111 96442 9677 1935 7742 480228 14156 56626 5935094 3248589 1268605 31374338 31374338 37309432 3248589 32642943 257359172 57058482 3382964 1239144 1239144 64197136 317301592 317301592 15824045 0 0 11306536 0 0 52955573 6994842 47558541 45960731 37481989 130659 128547 4221 2112 2112 3555 868427 868427 142276998 365372006 356893264 0 0 X 142276998 365372006 142276998 365372006 142276998 365372006 142276998 257359172 0 399636170 34264164 365372006 28,675 CHEVRON (CVX) 2021-10-10 2024-09-12 3967191 3093387 873804 873804 130,000 EXXON MOBIL CORPORATION (XOM) 2021-10-10 2024-09-12 14384698 8069425 6315273 6315273 16,808 FIRST FINANCIAL BANKSHARES INC. (FFIN) 1985-08-13 2024-09-12 598153 4803 593350 593350 22,004 FIRST FINANCIAL BANKSHARES INC. (FFIN) 1985-08-13 2024-09-12 783065 6287 776778 776778 93,534 JP MORGAN CHASE & CO 2021-10-10 2024-09-12 19304825 15863133 3441692 3441692 13,855 PEPSICO, INC (PEP) 2021-10-10 2024-09-12 2423582 2165155 258427 258427 300,000 SYSCO CORPORATION (SYY) 2021-10-10 2024-09-12 22980591 24897750 -1917159 -1917159 50,000 TEXAS INSTRUMENTS INC. (TXN) 2021-10-10 2024-09-12 9860021 9748875 111146 111146 50,000 U.S. BANCORP (USB) 2021-10-10 2024-09-12 2196774 3113688 -916914 -916914 400,150 VANGUARD INDEX FUNDS VANGUARD TOTAL (VTI) 2021-10-10 2024-09-12 110032988 90618969 19414019 19414019 26,607 VANGUARD STK MKT ETF ETF ON CRSPTMT (VTI) 2021-10-10 2024-09-12 7316376 6025488 1290888 1290888 16,600 VANGUARD S&P 500 ETF (VOO) 2017-06-07 2024-09-12 8472408 3713803 4758605 4758605 1,780 VANGUARD S&P 500 ETF (VOO) 2020-02-21 2024-09-12 908487 545607 362880 362880 705 VANGUARD S&P 500 ETF (VOO) 2020-02-24 2024-09-12 359822 210361 149461 149461 37,390 VANGUARD SHORT-TERM BOND ETF (BSV) 2017-02-14 2024-09-12 2937445 2976517 -39072 -39072 86,557 VANGUARD SHORT-TERM BOND ETF (BSV) 2017-02-15 2024-09-12 6800118 6887124 -87006 -87006 8,975 VANGUARD SHORT-TERM BOND ETF (BSV) 2018-05-22 2024-09-12 705097 700093 5004 5004 13,878 VANGUARD SHORT-TERM BOND ETF (BSV) 2019-03-20 2024-09-12 1090288 1100804 -10516 -10516 35380660 793113 0 793113 0 793113 810000 0 0 0 810000 X 204 16683 16683 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 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 487102 0 0 EDWARD A COPLEY 300 CRESCENT COURT SUITE 1350 DALLAS TX 75201 DIRECTOR 3.00 0 0 0 RUTH O'DONNELL MUTCH 3900 POTOMAC AVE DALLAS TX 75205 DIRECTOR 3.00 0 0 0 JERE THOMPSON JR 3918 NORMANDY AVENUE DALLAS TX 75205 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 250009 0 0 TIFFANY ARMSTRONG 100 CRESCENT COURT SUITE 880 DALLAS TX 752011884 VP & SECRETARY & TREASURER 40.00 302235 0 0 NONE 0 NONE 0 0 20249664 122758934 37481989 180490587 0 0 180490587 2707359 177783228 8889161 8889161 793113 793113 8096048 0 8096048 0 8096048 32642943 0 32642943 8096048 0 0 3978289 102877600 28796670 135652559 32642943 0 0 0 8096048 24546895 0 0 160199454 0 0 0 0 0 0 0 160199454 3978289 102877600 28796670 24546895 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 6817701 SOUTHERN METHODIST UNIVERSITY 6425 BOAZ LANE DALLAS TX 75205 NONE PUBLIC OPERATIONS 10550000 THE ACADEMY OF MEDICINE ENGINEERING & SCIENCE OF TEXAS 3925 W BRAKER LANE SUITE 38018 AUSTIN TX 78759 NONE PUBLIC OPERATIONS 15000 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 2491637 THE DALLAS OPERA 2403 FLORA ST DALLAS TX 75201 NONE PUBLIC OPERATIONS 1000000 MEADOWS MENTAL HEALTH POLICY INSTITUTE 3003 SWISS AVENUE DALLAS TX 75204 NONE PUBLIC OPERATIONS 1000000 BIG THOUGHT 1409 BOTHAM JEAN BLVD SUITE 1015 DALLAS TX 75215 NONE PUBLIC OPERATIONS 250000 SOUTHWESTERN MEDICAL FOUNDATION 3889 MAPLE AVENUE SUITE 100 DALLAS TX 75219 NONE PUBLIC OPERATIONS 750000 UPLIFT EDUCATION 3000 PEGASUS PARK DRIVE SUITE 1100 DALLAS TX 75247 NONE PUBLIC OPERATIONS 1000000 31374338 THE DALLAS OPERA 2403 FLORA ST DALLAS TX 75201 NONE PUBLIC OPERATIONS 1000000 DALLAS SYMPHONY ASSOCIATION 2301 N FLORA ST DALLAS TX 75201 NONE PUBLIC OPERATIONS 7337000 SOUTHERN METHODIST UNIVERSITY 6425 BOAZ LANE DALLAS TX 75205 NONE PUBLIC OPERATIONS 10900000 THE UNIVERSITY OF TEXAS AT DALLAS 800 W CAMPBELL RD RICHARDSON TX 75080 NONE PUBLIC OPERATIONS 15000000 UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER AT DALLAS 5323 HARRY HINES BLVD DALLAS TX 75390 NONE PUBLIC OPERATIONS 7250000 MEADOWS MENTAL HEALTH POLICY INSTITUTE 3003 SWISS AVENUE DALLAS TX 75204 NONE PUBLIC OPERATIONS 1500000 DALLAS ZOO 650 S RL THORNTON FREEWAY DALLAS TX 75203 NONE PUBLIC OPERATIONS 4000000 PEROT MUSEUM OF NATURE AND SCIENCE 2201 N FIELD ST DALLAS TX 75201 NONE PUBLIC OPERATIONS 20000000 THE COMMIT PARTNERSHIP 3000 PEGASUS PARK DRIVE SUITE 900 DALLAS TX 75247 NONE PUBLIC OPERATIONS 30000000 DALLAS COLLEGE FOUNDATION 1601 BOTHAM JEAN BLVD DALLAS TX 75215 NONE PUBLIC OPERATIONS 30000000 126987000 14 7097216 14 3615927 211100 291904 15 13921364 18 35380660 291904 60015167 0 60307071 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 3900 POTOMAC AVE DALLAS TX 75205 234361533 X X 1 CEMETERY PLOTS - $864,873 ON 06/01/2024MARKETABLE SECURITIES - $183,232,653 ON 09/06/2024 184097526 2024-09-06 ACCOUNTING FEES 67770 60993 6777 REAL ESTATE / OIL AND GAS PROPERTIES 52955573 6994842 45960731 37481989 FIXED ASSETS 130659 128547 2112 2112 DEPOSITS 3555 3555 3555 CEMETERY PLOTS 0 864872 864872 NET UNREALIZED LOSS ON INVESTMENTS 30622476 PETER O'DONNELL JR. ESTATE - EIN 88-6474000 - SCHEDULE K-1 3641688 POSTAGE, SUPPLIES, OFFICE EXP 28751 5750 23001 LEASE OPERATING EXPENSE 409446 0 0 INSURANCE 42031 8406 33625 OIL & GAS ROYALTY INTEREST 13911364 13911364 0 OIL & GAS WORKING INTEREST 291904 291904 0 OIL & GAS - LEASE BONUS 10000 10000 0 FEDERAL EXCISE AND OTHER 970240 0 0 OIL & GAS AD VALOREM TAX 965818 946502 0 OIL & GAS PRODUCTION TAX 344007 327406 0 PROPERTY TAX EXPENSE 610 0 0