2022-11-04T10:35:24-05:00 2021-12-31 800168836 Petrus Trust Company LTA 3000 Turtle Creek Blvd Dallas TX 75219 990PF 2021-01-01 431964344 The Sarah and Ross Perot Jr Foundation SARA 9725351900 3000 Turtle Creek Blvd Dallas TX 75219 J Y Robb III Asst. Secretary 9725351900 2022-11-04 1 J Robb III 999009999 Lauren A Berryman P01534750 9725351900 2022-11-01 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 33904199 X 486272 20 20 152874 152874 1364557 1364557 -62264 -67353 1941459 1450098 0 0 0 4653 653 0 67775 1234 0 72428 1887 0 1454003 1454003 1526431 1887 1454003 415028 1448211 263548 292401 292401 14144260 14531435 33611798 14407808 14823836 33904199 1000 0 1000 X 0 0 0 0 14407808 14822836 14407808 14822836 14407808 14823836 14407808 415028 0 14822836 0 14822836 PSTF K1 STCG P 2021-01-01 2021-12-31 -423 -423 PSTF K1 LTCG P 2020-01-01 2021-12-31 565 565 PDIV K1 STCG P 2021-01-01 2021-12-31 15753 15753 PDIV K1 LTCG P 2020-01-01 2021-12-31 1348085 1348085 PVNT K1 STCG P 2021-01-01 2021-12-31 569 569 PEPI K1 LTCG P 2020-01-01 2021-12-31 -1 -1 PHC K1 STCG P 2021-01-01 2021-12-31 -26 -26 PHC K1 LTCG P 2020-01-01 2021-12-31 35 35 1364557 20130 0 20130 0 20130 5447 0 12000 0 17447 X 356 3039 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 0 0 0 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 0 0 35807009 222208 0 36029217 0 0 36029217 540438 35488779 1774439 1774439 20130 20130 1754309 0 1754309 0 1754309 1454003 0 1454003 1754309 0 0 3409139 4535904 2821997 4210553 883927 15861520 1454003 0 0 0 1454003 0 300306 300306 15561214 0 0 0 0 0 0 3108833 12452381 4535904 2821997 4210553 883927 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 Highland Park Presbyterian Church 3821 University Blvd Dallas TX 752051710 None Public Charity Religious Support 12500 Friends of the Fort Worth Nature Center 9601 Fossil Ridge Rd Fort Worth TX 76135 None Public Charity Support of Nature and Animal Rights 2500 Dallas Architecture Forum PO Box 140769 Dallas TX 75214 None Public Charity Humanitarian 1000 Dallas Architecture Forum PO Box 140769 Dallas TX 75214 None Public Charity Humanitarian 2500 American Heart Association 7272 Greenville Ave Dallas TX 75231 None Public Charity Humanitarian 50 No One Left Behind PO Box 3641 Merrifield VA 22116 None Public Charity Humanitarian 5000 The Salvation Army DFWMC-TX PO Box 36006 Dallas TX 75235 None Public Charity Humanitarian 100000 Vail Religious Foundation 19 Vail Rd Vail CO 81657 None Public Charity Religious Support 250000 BITSAA International 1030 E El Camino Real 256 Sunnyvale CA 94087 None Public Charity Humanitarian 105000 Highland Park Presbyterian Church 3821 University Blvd Dallas TX 752051710 None Public Charity Religious Support 12500 TACA One Arts Plaza 1722 Routh St Dallas TX 75201 None Public Charity Support of the Arts 10000 Texas & Southwestern Cattle Raisers Foundation 1600 Gendy St Forth Worth TX 76107 None Public Charity Humanitarian 25000 SMU Maguire Center for Ethics PO Box 750402 Dallas TX 752750402 None Public Charity Educational Support 10000 Air Force Association 1501 Langston Blvd Arlington VA 222091198 None Public Charity Veteran Support 70000 Conservation Force Inc CF Trust 3240 S I-10 Service Road W Metairie LA 70001 None Public Charity Humanitarian 1000 Highland Park Presbyterian Church 3821 University Blvd Dallas TX 752051710 None Public Charity Religious Support 50000 HPPC 3821 University Blvd Dallas TX 752051710 None Public Charity Religious Support 300 George W Bush Foundation 2943 SMU Blvd Dallas TX 75205 None Public Charity Humanitarian 160000 Sportsmen's Alliance 801 Kingsmill Parkway Columbus OH 43229 None Public Charity Support of Nature and Animal Rights 20000 Dallas Symphony Orchestra 2301 Flora St Dallas TX 75201 None Public Charity Support of the Arts 50000 Burleson Police Foundation 141 W Renfro St Burleson TX 762084296 None Public Charity Support for the Burleson Police 5000 St Mark's School of Texas 10600 Preston Rd Dallas TX 752304047 None Public Charity Educational Support 25000 GDIACC Foundation dba USICOC Foundation DFW 5930 LBJ Freeway Dallas TX 75240 None Public Charity Humanitarian 90000 James Madison Council (Library of the Congress) 101 Independence Ave SE Washington DC 205401400 None Public Charity Educational Support 25000 The Potter's House PO Box 5390 Dallas TX 75208 None Public Charity Religious Support 1000 Highland Park Presbyterian Church 3821 University Blvd Dallas TX 752051710 None Public Charity Religious Support 600 HPPC 3821 University Blvd Dallas TX 752051710 None Public Charity Religious Support 12500 SMU Meadows Museum PO Box 750402 Dallas TX 752750402 None Public Charity Support of the Arts 500 Dallas Symphony Orchestra 2301 Flora St Dallas TX 75201 None Public Charity Support of the Arts 12500 AT&T Performing Arts Center 700 N Pearl Street Dallas TX 75201 None Public Charity Support of the Arts 25000 Lutheran Community Food Ministries 731 Peachtree St Atlanta GA 30308 None Public Charity Religious Support 25000 SMU PO Box 750402 Dallas TX 752750402 None Public Charity Educational Support 10000 United Way of Metropolitan Dallas 1800 N Lamar Dallas TX 75202 None Public Charity Humanitarian 25000 Perot Museum of Nature and Science 2201 N Field St Dallas TX 75201 None Public Charity Educational Support 25000 Cookies & Castles PO Box 12702 Dallas TX 75225 None Public Charity Humanitarian 15000 Dallas Museum of Art 1717 N Harwood Dallas TX 75201 None Public Charity Support of the Arts 10000 Crystal Charity Ball 3838 Oak Lawn Ave Dallas TX 75219 None Public Charity Humanitarian 25000 Cowboy Artists of America PO Box 186 Clifton TX 73364 None Public Charity Support of the Arts 10000 Lone Star Flight Museum 11551 Aerospace Ave Houston TX 77034 None Public Charity Support of the Arts 5000 Denison Ministries 17304 Preston Rd Dallas TX 75252 None Public Charity Religious Support 100000 Texas Appleseed 1609 Shoal Creel Austin TX 78707 None Public Charity Humanitarian 25000 Redeemer Lutheran Church 743 Magnolia Rd Salina KS 67401 None Public Charity Religious Support 5000 The Cooper Institute 12330 Preston Rd Dallas TX 75230 None Public Charity Support of Medical Field 10000 UTSW Transverse Myelitis Program CONQUER TM 5323 Harry Hines Blvd Dallas TX 753909002 None Public Charity Support of Medical Field 5000 HPPC 3821 University Blvd Dallas TX 752051710 None Public Charity Religious Support 12500 NCHA Foundation 260 Bailey Ave Forth Worth TX 76107 None Public Charity Support of Nature and Animal Rights 5000 The Sweetheart Ball 5500 Caruth Haven Ln Dallas TX 752258146 None Public Charity Humanitarian 50000 SAS Reginemtal Association PO Box 35051 London UK NW1 4WF None Public Charity Veteran Support 7053 1454003 0 14 20 14 152874 14 5089 18 1364557 Other Portfolio Income - Petrus Short Term Fund 14 -12 Other Income - Petrus Venture Fund 14 -25703 Other Income - PEPI Capital 14 -41637 Other Portfolio Income - Petrus Holding Company 14 -1 0 1455187 0 1455187 0 0 0 0 0 0 0 0 0 0 X X 1 Henry Ross Perot Jr 3000 Turtle Creek Blvd Dallas TX 75219 241010 X 2 SFP Inc 5500 Preston Road Ste 365 Dallas TX 75205 5432 X 3 Sarah F Perot 5500 Preston Road Ste 365 Dallas TX 75205 239830 X Investment in Petrus Short Term Fund LP AT COST 9562710 9541210 Investment in Petrus Holding Company, LLC AT COST 458673 7 Investment in PEPI Capital, LP AT COST 3376138 3657977 Investment in Petrus Venture Funds, LP AT COST 906621 945554 Investment in HWGAA, LP AT COST 227293 19467050 Petrus Venture Fund LP 1166 1166 0 PEPI Capital LP 68 68 0 Office Expense 935 0 0 Utility Expense 1258 0 0 Rent Expense 3239 0 0 Nondeductible Expenses 61109 0 0 Tax Exempt Income 5089 0 5089 Other Portfolio Income - Petrus Short Term Fund -12 -12 -12 Other Income - Petrus Venture Fund -25703 -25703 -25703 Other Income - PEPI Capital -41637 -41637 -41637 Other Portfolio Income - Petrus Holding Company -1 -1 -1 Federal Income Tax 4000 0 0 Foreign Tax-Petrus Dividend Basket LP 653 653 0