2021-11-15T20:00:29-06:00 2020-12-31 760146530 MADDOX THOMSON & ASSOCIATES PC 2603 AUGUSTA DRIVE SUITE 1400 HOUSTON TX 77057 990PF 2020-01-01 760508308 DAWSON O AND ALLISON B GEORGE FOUNDATION DAWS 7139659400 510 BERING DR NO 550 HOUSTON TX 77057 DAWSON O GEORGE PRESIDENT 7139659400 2021-11-15 1 DAWSON GEORGE 999009999 REBECCA MCELROY P01062925 7137834242 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 316284 X X 3 3 4521 4521 14187 39196 14187 18711 18711 0 0 0 1800 900 900 173 173 0 1333 1333 0 3306 2406 900 13500 13500 16806 2406 14400 1905 16305 11505 11619 11619 182876 160290 253160 26700 51077 51505 221081 222986 316284 0 0 X 221081 222986 221081 222986 221081 222986 221081 1905 0 222986 0 222986 129.4780 SHS FIDELITY ADV INTL CAP APPR FD CL A P 2019-05-10 2020-01-21 3000 2597 403 403 12.7830 SHS BARON GROWTH FD P 2020-01-21 1100 658 442 442 6.6390 SHS BARON GROWTH RETAIL P 2012-12-05 2020-09-09 600 354 246 246 49.71 SHS FIDELITY ADVISOR INTL CAPITAL APP A P 2019-05-10 2020-08-04 1200 997 203 203 21.409 SHS INVESCO OPPENHEIMER DEV MKTS A P 2009-11-16 2020-01-21 1000 610 390 390 20.7040 SHS IVY MID CAP GROWTH Y P 2011-12-02 2020-11-11 800 364 436 436 73.0860 SHS JENSEN QUALITY GROWTH J P 2006-03-30 2020-09-09 4000 1785 2215 2215 46.4470 SHS J HANCOCK DISCIPLINED VALUE MID CAP A P 2013-08-27 2020-01-21 1000 721 279 279 47.5740 SHS J HANCOCK DISCIPLINED VALUE MID CAP A P 2013-08-27 2020-11-11 1000 739 261 261 177.13 SHS SCHWAB S&P 500 INDEX P 2015-04-07 2020-01-21 9000 5773 3227 3227 20 SHS SPDR S&P 400 MID CAP GROWTH ETF P 2015-12-30 2020-01-21 1163 792 371 371 5 SHS SPDR S&P 400 MID CAP GROWTH ETF P 2015-12-30 2020-09-09 285 198 87 87 24 SHS SPDR S&P 400 MID CAP GROWTH ETF P 2017-12-22 2020-09-09 1372 1246 126 126 458.1970 SHS TEMPLETON GLOBAL BOND FUND CL A P 2020-03-03 4829 5735 -906 -906 14.43 SHS UNDISCOVERED MANAGERS BEHAVIORAL VAL A P 2015-09-22 2020-11-11 800 779 21 21 46.6310 SHS WELLS FARGO GROWTH FD P 2011-12-28 2020-06-01 2000 1661 339 339 CAPITAL GAINS DIVIDENDS P 6047 6047 6047 14187 227 0 227 0 227 0 0 0 0 0 0 227 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A DAWSON O GEORGE III 7139659400 1330 POST OAK BOULEVARD SUITE 2540 HOUSTON TX 77056 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAWSON O GEORGE III 5933 SHADY RIVER HOUSTON TX 77057 PRESIDENT 0.00 0 0 0 ALLISON B GEORGE 5933 SHADY RIVER HOUSTON TX 77057 SECRETARY 0.00 0 0 0 KATHRYN G MURRAY 5933 SHADY RIVER HOUSTON TX 77057 TRUSTEE 0.00 0 0 0 DOUGLAS BARRETT ORME GEORGE 5933 SHADY RIVER HOUSTON TX 77057 TRUSTEE 0.00 0 0 0 EMILY ALLISON GEORGE 5933 SHADY RIVER HOUSTON TX 77057 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 263184 11402 0 274586 0 0 274586 4119 270467 13523 13523 227 227 13296 0 13296 0 13296 14400 0 14400 0 14400 13296 0 0 5485 8397 4135 7669 25686 14400 0 0 0 13296 1104 0 0 26790 0 0 0 0 0 0 5485 21305 8397 4135 7669 1104 DAWSON O GEORGE III ALLISON B GEORGE X KINKAID SCHOOL 201 KINKAID SCHOOL DR HOUSTON TX 77024 NONE CHARITABLE FOR CHARITABLE PURPOSES 10000 TEXAS CHILDRENS HOSPITAL 6621 FANNIN ST HOUSTON TX 77030 NONE CHARITABLE FOR CHARITABLE PURPOSES 1000 JDRF 2425 FOUNTAIN VIEW DR 280 HOUSTON TX 77057 NONE CHARITABLE FOR CHARITABLE PURPOSES 2500 13500 0 14 3 14 4521 14 14187 0 18711 0 18711 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1800 900 900 4,104.4850 SHS JANUS HENDERSON SHORT-TE 12376 12724 950.2150 SHS LOOMIS SAYLES BOND RETAIL 13222 12837 2,320.5350 SHS METROPOLITAN WEST TOTAL 25479 25944 106.9130 SHS BARON GROWTH RETAIL 7088 11177 119.9150 SHS FIDELITY ADVISOR INTL CA 2405 3304 560.2240 SHS FIDELITY ADVISOR INTL CA 12015 16504 85.7390 SHS INVESCO DEVELOPING MARKETS 2729 4656 382.8060 SHS IVY MID CAP GROWTH Y 7811 14872 178.4090 SHS JENSEN QUALITY GROWTH J 4357 9893 684.2950 SHS J HANCOCK DISCIPLINED VAL 12203 15267 702.9280 SHS JPMORGAN VALUE ADVANTAGE L 18140 24989 422.7160 SHS MFS INTERNATIONAL INTRIN 10894 23067 1,804.68 SHS SCHWAB S&P 500 INDEX FD 62950 103625 178.9360 SHS UNDISCOVERED MANAGERS BEHAVORIAL 9621 11199 279.3940 SHS WELLS FARGO GROWTH ADMIN 10077 14607 INVESTMENT MGMT & TFR FEES 1333 1333 0 FOREIGN TAXES 67 67 0 FEDERAL TAXES 106 106 0