2023-11-08T12:05:23-06:00 2022-12-31 800168836 Petrus Trust Company LTA 3000 Turtle Creek Blvd Dallas TX 75219 990PF 2022-01-01 431964344 The Sarah and Ross Perot Jr Foundation SARA 9725351900 3000 Turtle Creek Blvd Dallas TX 75219 J Y Robb III Asst. Secretary 9725351900 2023-11-08 1 J Robb III 999009999 0 Lauren A Berryman P01534750 9725351900 2023-11-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 26309259 X 14247587 93 93 140771 140771 69791 69791 37047 -10045 14495289 200610 0 0 0 23121 83 0 90557 5127 0 113678 5210 0 10160892 10160892 10274570 5210 10160892 4220719 195400 292401 154572 154572 14531435 18889080 26154687 14823836 19043652 26309259 1000 1000 0 X 0 0 0 0 14822836 19043652 14822836 19043652 14823836 19043652 14822836 4220719 97 19043652 0 19043652 PSTF K1 STCG P 2022-01-01 2022-12-31 -2356 -2356 PSTF K1 LTCG P 2022-01-01 2022-12-31 -1145 -1145 PHC K1 STCG P 2022-01-01 2022-12-31 -154 -154 PHC K1 LTCG P 2022-01-01 2022-12-31 -75 -75 PQOF K1 STCG P 2022-01-01 2022-12-31 -1 -1 PVNT K1 STCG P 2022-01-01 2022-12-31 -295 -295 PEPI K1 STCG P 2022-01-01 2022-12-31 26588 26588 PEPI K1 LTCG P 2022-01-01 2022-12-31 47229 47229 69791 2716 0 2716 0 2716 8000 0 0 0 8000 X 2 5282 5282 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A JY Robb III 9725351930 3000 Turtle Creek Blvd Dallas TX 75219 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Henry Ross Perot Jr 3000 Turtle Creek Blvd Dallas TX 75219 Trustee, Vice President/Tr 0.00 0 0 0 Sarah F Perot 2929 Carlisle Street Suite 370 Dallas TX 75204 Trustee, President/Sec. 20.00 0 0 0 Darcy Glen Anderson 3000 Turtle Creek Blvd Dallas TX 75219 Trustee 0.00 0 0 0 J Y Robb III 3000 Turtle Creek Blvd Dallas TX 75219 Trustee, Asst. Secretary 0.00 0 0 0 NONE 0 NONE 0 The Foundation makes grants to other organizations to assist them in conducting their direct charitable activities. 0 0 23191621 164214 0 23355835 0 0 23355835 350338 23005497 1150275 1150275 2716 2716 1147559 0 1147559 0 1147559 10160892 0 10160892 1147559 0 0 4535904 2821997 4210553 883927 12452381 10160892 0 0 0 1147559 9013333 0 0 21465714 0 0 0 0 0 0 4535904 16929810 2821997 4210553 883927 9013333 Henry Ross Perot Jr Sarah F Perot Kristen Garcia 2929 Carlisle Street Suite 370 Dallas TX 75024 2145282225 Please contact the named person above for details Please contact the named person above for details Please contact the named person above for details SMU Tower Center PO Box 750402 Dallas TX 752750402 NONE Public Charity Educational Support 1000 Highland Park Presbyterian Church 3821 University Blvd Dallas TX 752071710 NONE Public Charity Religious Support 12500 TACA One Arts Plaza 1722 Routh St Ste 800 Dallas TX 75201 NONE Public Charity Support of the Arts 5000 Texas Veterans Hall of Fame Foundation PO Box 51288 Denton TX 76206 NONE Public Charity Veteran Support 5000 No One Left Behind PO Box 3641 Merrifield VA 22116 NONE Public Charity Humanitarian 5000 Foster's Outriders Foundation 115 E Snow King Ave Jackson WY 83001 NONE Public Charity Humanitarian 15000 United Way of Metropolitan Dallas 1800 N Lamar Dallas TX 75202 NONE Public Charity Humanitarian 25000 Air Force Aid Society PO Box 2208 Arlington VA 22202 NONE Public Charity Humanitarian 15000 Project Unity PO Box 224486 Dallas TX 75222 NONE Public Charity Humanitarian 2500 Covenant Presbyterian Church 19 Vail Rd Vail CO 81657 NONE Public Charity Religious Support 10000 Callier Center 800 W Campbell Rd SPN 10 Richardson TX 750803021 NONE Public Charity Support of Medical Field 3000 Crystal Charity Ball 3838 Oak Lawn Ave Suite L150 Dallas TX 75219 NONE Public Charity Humanitarian 25000 Texas Christian University TCU Box 298240 Fort Worth TX 76129 NONE Public Charity Educational Support 10000 St Mark's School of Texas 10600 Preston Rd Dallas TX 752304047 NONE Public Charity Educational Support 100000 Highland Park Presbyterian Church 3821 University Blvd Dallas TX 752071710 NONE Public Charity Religious Support 12500 Highland Park Presbyterian Church 3821 University Blvd Dallas TX 752071710 NONE Public Charity Religious Support 2500 Good News World Outreach PO Box 895 Fort Worth TX 76101 NONE Public Charity Humanitarian 25000 Ukranian Congress Committee of America 203 Second Ave New York NY 10003 NONE Public Charity Humanitarian 25000 Dallas Symphony Orchestra 2301 Flora St Dallas TX 75201 NONE Public Charity Support of the Arts 50000 AT&T Performing Arts Center 700 N Pearl St Ste N1800 Dallas TX 75201 NONE Public Charity Support of the Arts 25000 Crystal Bridges Museum of American Art Inc 600 Museum Way Bentonville AR 72712 NONE Public Charity Support of the Arts 50000 Parks for Downtown Dallas 901 Main St Ste 609 Dallas TX 75202 NONE Public Charity Support of Public Parks 1000000 National Air and Space Museum 6th St and Independence Ave SW Washington DC DC 20560 NONE Public Charity Support of the Arts 25000 No One Left Behind PO Box 3641 Merrifield VA 22116 NONE Public Charity Humanitarian 5000 Highland Park Presbyterian Church 3821 University Blvd Dallas TX 752071710 NONE Public Charity Religious Support 12500 Global Network Foundation 715 Peachtree Street NE Suite 200 Atlanta GA 30308 NONE Public Charity Humanitarian 100000 Perot Museum of Nature and Science 2201 N Field St Dallas TX 75201 NONE Public Charity Educational Support 50000 Texas Veterans Hall of Fame Foundation PO Box 51288 Denton TX 76206 NONE Public Charity Veteran Support 2500 Helping Hands Ministries Inc 1859 Northgate Blvd Sarasota FL 34234 NONE Public Charity Support of Medical Field 84000 SMU Meadows Museum PO Box 750402 Dallas TX 752750402 NONE Public Charity Support of the Arts 500 Dallas Symphony Association 2301 Flora St Dallas TX 75201 NONE Public Charity Support of the Arts 12500 Bel-Air Association 100 Bel Air Rd Los Angeles CA 90077 NONE Public Charity Humanitarian 350 SMU Office of Alumni Relations PO Box 750402 Dallas TX 752750402 NONE Public Charity Educational Support 10000 UT Southwestern Medical Center 5323 Harry Hines Blvd Dallas TX 753909002 NONE Public Charity Support of Medical Field 5000 Highland Park Presbyterian Church 3821 University Blvd Dallas TX 752071710 NONE Public Charity Religious Support 12500 Denison Ministries 17304 Preston Rd 1060 Dallas TX 75252 NONE Public Charity Religious Support 100000 Make-A-Wish Foundation 16803 Dallas Pkwy Ste 100 Addison TX 75001 NONE Public Charity Humanitarian 10000 Conservation Force 3240 S I-10 Service Road W Ste 200 Metairie LA 700016911 NONE Public Charity Support of Nature and Animal Rights 25000 KidLinks Foundation 2904 Floyd St Dallas TX 75204 NONE Public Charity Humanitarian 5000 National Medal of Honor Museum Foundation 1717 E Randol Mill Rd Arlington TX 76011 NONE Public Charity Veteran Support 1000000 National Mounted Warfare Foundation 207 S 3rd St 100 Copperas Cove TX 76522 NONE Public Charity Veteran Support 200000 The Salvation Army of North Texas PO Box 36006 Dallas TX 75235 NONE Public Charity Humanitarian 2000000 UT Southwestern Medical Center 5323 Harry Hines Blvd Dallas TX 753909002 NONE Public Charity Support of Medical Field 5000000 SMU Tower Center PO Box 750402 Dallas TX 752750402 NONE Public Charity Educational Support 77042 10160892 0 14 93 14 140771 14 47092 18 69791 Other Income - Petrus Venture Fund 14 1176 Other Income - PEPI Capital 14 -11221 0 247702 0 247702 0 0 0 0 0 0 0 0 0 0 X X 1 Henry Ross Perot Jr 3000 Turtle Creek Blvd Dallas TX 75219 14118956 X 2 SFP Inc 5500 Preston Road Ste 365 Dallas TX 75205 9675 X 3 Sarah F Perot 5500 Preston Road Ste 365 Dallas TX 75205 118956 X Investment in Petrus Short Term Fund LP AT COST 14000367 13994046 Investment in Petrus Holding Company, LLC AT COST 465820 74674 Investment in PEPI Capital, LP AT COST 2791473 2504515 Investment in Petrus Venture Funds, LP AT COST 1173342 1182504 Investment in HWGAA, LP AT COST 227293 8169287 Investment in Petrus QOF I, LP AT COST 230785 229661 Petrus Venture Fund LP 4485 4485 0 PEPI Capital LP 642 642 0 Office Expense 1529 0 0 Utility Expense 87 0 0 Rent Expense 8059 0 0 Nondeductible Expenses 75755 0 0 Tax Exempt Income 47092 0 47092 Other Income - Petrus Venture Fund 1176 1176 1176 Other Income - PEPI Capital -11221 -11221 -11221 Book Tax Difference 97 Federal Income Tax 23038 0 0 Foreign Tax-Petrus Venture Fund LP 83 83 0