2025-05-13T11:23:24-05:00 2024-12-31 461281344 ADMIRE SANFORD & LAUDERDALE PLLC 3430 HILLDALE ROAD STE 100 FORT WORTH TX 761165414 990PF 2024-01-01 237000306 FRANCES C AND WILLIAM P SMALLWOOD FOUNDATION FRAN 8178845155 420 THROCKMORTON SUITE 300 FORT WORTH TX 76102 RICK PIERSALL TRUSTEE 8178845155 2025-05-13 1 1 JUSTIN M LAUDERDALE P01062142 8177351840 2025-04-28 2024 2025-03-06 01:10:19Z X 8976091 X X 7320 7320 218108 218108 187103 2695874 187103 412531 412531 0 0 0 3900 0 0 107176 0 0 6852 4614 0 10285 0 0 128213 4614 0 399798 399798 528011 4614 399798 -115480 407917 127488 129654 129654 26054 59199 59199 5938 5569955 5704612 7401356 1725995 1446485 1385882 7455430 7339950 8976091 0 0 X 7455430 7339950 0 0 0 0 7455430 7339950 7455430 7339950 7455430 -115480 0 7339950 0 7339950 PUBLICALLY TRADED SECURITIES 985115 950469 34646 34646 PUBLICALLY TRADED SECURITIES 1710759 1558302 152457 152457 187103 5670 0 5670 0 5670 3200 0 0 0 3200 0 2470 0 0 0 0 0 0 0 0 0 0 0 1 TX 1 0 0 0 0 1 N/A JP MORGAN CHASE BANK NA 8178845155 420 THROCKMORTON SUITE 300 FORT WORTH TX 76102 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICK PIERSALL 420 THROCKMORTON STREET FORT WORTH TX 76102 TRUSTEE 1.00 0 0 0 SALLY MULLER 420 THROCKMORTON STREET FORT WORTH TX 76102 TRUSTEE 1.00 0 0 0 SUZY STOCKDALE 420 THROCKMORTON STREET FORT WORTH TX 76102 TRUSTEE 1.00 0 0 0 HARRY BARTEL 420 THROCKMORTON STREET FORT WORTH TX 76102 TRUSTEE 1.00 0 0 0 KYMBERLY PERRY 420 THROCKMORTON STREET FORT WORTH TX 76102 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 8765654 145609 0 8911263 0 0 8911263 133669 8777594 438880 438880 5670 5670 433210 0 433210 0 433210 399798 0 399798 433210 398076 0 0 399798 398076 0 0 1722 0 0 0 0 0 0 0 0 431488 0 0 0 JPMORGAN CHASE BANK NA 420 THROCKMORTON STREET FORT WORTH TX 76102 8178844772 REQUIREMENTS VARY DEPENDING ON TYPE OF GRANT REQUESTED NONE GRANTS ARE FOR EDUCATIONAL, MEDICAL RESEARCH, SCIENTIFIC, LITERARY AND/OR CULTURAL PURPOSES ALLIED THEATRE GROUP INC 1300 GENDY STREEY FORT WORTH TX 76107 NONE POF GENERAL 7500 AMPHIBIAN PRODUCTIONS INC 120 S MAIN STREET FORT WORTH TX 76104 NONE POF EDUCATIONAL 2500 AUSTIN COLLEGE 900 NORTH GRAND AVENUE SHERMAN TX 75090 NONE NC SCHOLARSHIPS 30000 BALLET CONCERTO INC 3803 CAMP BOWIE BLVD FORT WORTH TX 76107 NONE NC GENERAL OPERATIONS 2000 CAMP FIRE FIRST TEXAS COUNCIL 2700 MEACHAM BOULEVARD FORT WORTH TX 76137 NONE POF GENERAL 5000 CARSON VALLEY ARTS INSTITUTE 1572 US HWY 395 N A MINDEN NV 89423 NONE NC OPERATING BUDGETEDUCATIONAL 7000 CASA MANANA INC 3101 WEST LANCASTER AVE FORT WORTH TX 76107 NONE POF CULTURAL 5000 CASA OF TARRANT COUNTY INC 101 SUMMIT AVENUE FORT WORTH TX 76109 NONE POF CULTURAL 7000 CASSATA CATHOLIC HIGH SCHOOL 1400 HEMPHILL ST FORT WORTH TX 76104 NONE NC DROP OUT PREVENTION 10000 CENTER FOR TRANSFORMING LIVES 512 W 4TH ST FORT WORTH TX 76102 NONE POF CHILD DEVELOPEMENT 15000 COMMUNITIES IN SCHOOLS OF GREATER TARRANT COUNTY 5601 BRIDGE STREET STE 501 FORT WORTH TX 76112 NONE NC OPERATING BUDGET 5000 DANGBERG HOME RANCH 1450 NV-88 MINDEN NV 89423 NONE NC OPERATING BUDGET 12044 DOUGLAS COUNTY SCHOOL DISTRICT 620 WILCOX STREET CASTLE ROCK CO 80104 NONE NC PAU-WA-LU 7554 FORT WORTH COUNTRY DAY SCHOOL 4200 COUNTRY DAY LANE FORT WORTH TX 76109 NONE NC EDUCATIONAL 10000 MEFIYI FOUNDATION 1347 PETAR GARDENVILLE NV 89410 NONE POF GENERAL 8000 MIMAR CHAMBER MUSIC FESTIVAL PO BOX 470839 FORT WORTH TX 76147 NONE POF GENERAL 4000 MOMMIES IN NEED INC 2131 BUTLER STREET DALLAS TX 75235 NONE NC ANNIES PLACE 5000 PRESBYTERIAN NIGHT SHELTER OF TARRANT COUNTY 2400 CYPRESS STREET FORT WORTH TX 76107 NONE POF GENERAL 5000 THE EDUCATION FOUNDATION OF ALACHUA COUNTY INC 2802 NE 8TH AVE GAINESVILLE FL 32641 NONE NC EDUCATIONAL 15000 THE WARM PLACE 809 LIPSCOMB STREET FORT WORTH TX 76104 NONE NC SOCIAL WELFARE 5000 UNIVERSITY OF FLORIDA FOUNDATION INC 1938 W UNIVERSITY AVE GAINESVILLE FL 32603 NONE NC EDUCATIONAL 165000 UNIVERSITY OF NEVADA RENO FOUNDATION MAIL STOP 007 RENO NV 89557 NONE NC EDUCATIONAL 54700 VAN CLIBURN FOUNDATION INC 2525 RIDGMAR BLVD FORT WORTH TX 76116 NONE POF EDUCATIONAL PROGRAMS 7500 FORT WORTH SYMPHONY ORCHESTRA ASSOC 330 E 4TH ST SUITE 200 FORT WORTH TX 76102 NONE POF GENERAL 5000 399798 0 14 7320 14 218108 18 187103 0 412531 0 412531 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3900 0 0 VANGUARD TOTAL BOND MKT IND 986435 953586 ISHARES 7-10 YEAR TREASURY 460050 432296 FIDELITY 500 INDEX 1813771 3034698 ISHARES CORE MSCI EMERGING 564321 570972 ISHARES MSCI JAPAN ETF 207382 244042 INVESTCO QQQ TR 197503 477489 PARNASSUS CORE EQUITY 336713 333203 DODGE & COX INCOME FUND 512993 501183 HEALTH CARE SELECT SECTOR 41750 64933 VANGUARD FTSE EUROPE ETF 168165 176637 FIDELITY INTL INDX-INST PRM 300960 345882 VANECK GOLD MINERS ETF 90241 92066 INVESCO S&P 500 EQUAL WEIGHT 119669 141936 ISHARES CORE S&P MIDCAP ETF 158362 190108 ARTISAN INTL VAL-INST 155356 163157 JPMORGAN BETABUILDERS CANADA 79129 91908 SPDR EURO STOXX 50 ETF 177948 178396 WISDOMTREE JAPAN HEDGED EQ 109587 110400 CONSUMER DISCRETIONARY SELT 22635 23557 ISHARES MSCI EUROPE FINANCIAL 64196 68153 ISHARES MSCI UNITED KINGDOM 65707 65461 SPDR FINANCIAL SELECT SECTOR 116687 129766 SPDR INDUSTRIAL SELECT 22209 21082 SPDR OIL & GAS EQUIP & SERV 74021 70949 VANECK SEMICONDUCTOR ETF 79917 83791 BLACKROCK HIGH YIELD 225390 221587 INVESTMENT MANAGEMENT FEES 107176 0 0 EXCISE TAX 2238 0 0 FOREIGN TAX 4614 4614 0