2020-07-02T10:48:26-05:00 2019-07-31 BKD LLP 2700 Post Oak Blvd Ste 1500 HOUSTON TX 77056 990PF 2018-08-01 206971005 The Jean and Graham Devoe Williford Charitable Trust % STEPHANIE THOMPSON JEAN 9033899637 102 Gallia Drive Suite Unit 2 Lakeway TX 78734 JOHN WILLIFORD TRUSTEE 7134994600 2019-12-15 true Amanda Maya P01067777 7134994600 2018 2022-09-23 18:48:47Z X X 16515952 X 150000 282 35 157019 157019 80205 1310656 80205 -4680 21508 382826 258767 133560 66780 66780 68308 68308 13434 13434 17697 0 0 17697 38888 38888 12127 3233 8894 13408 731 731 42989 16987 26002 341142 87000 0 240734 123500 123500 464642 87000 0 364234 -81816 171767 501233 89840 89840 19040 8428 19040 19040 6959864 7037658 7862588 257071 181447 89032 75624 75624 4123411 4123411 8468860 11681968 11345573 16515952 0 0 X 11681968 11345573 11681968 11345573 11681968 11345573 11681968 -81816 11600152 254579 11345573 FIDELITY #082 - S/T P 236986 245661 -10847 -8675 FIDELITY #082 - L/T P 457648 455365 1950 2283 SALIENT #625 - S/T P 188949 212163 -23282 -23214 SALIENT #625 - L/T P 389846 280697 109088 109149 SALIENT #633 - S/T P 13860 13402 458 458 SALIENT #633 - L/T P 20000 20494 -529 -494 CAPITAL GAIN DIVIDENDS P 3367 80205 false 318771 7952974 0.040082 408492 8011384 0.050989 394941 8218047 0.048058 391817 7222790 0.054247 420465 3868810 0.108681 0.302057 0.060411 7816975 472231 1718 473949 364234 3435 3435 3435 8761 8761 5326 5326 false false false false false false false true true TX true false false false false true STEPHANIE THOMPSON 9033899637 102 GALLIA DRIVE UNIT 2 LAKEWAY TX 78734 false false false false true false false false false false false false false false false false false false false false false false JOHN R WILLIFORD 102 Gallia Drive Lakeway TX 78734 TRUSTEE 12.0 66780 0 0 THOMAS C CAMPBELL 102 Gallia Drive Lakeway TX 78734 TRUSTEE 12.0 66780 0 0 STEPHANIE THOMPSON 102 GALLIA DRIVE LAKEWAY TX 78734 ADMINISTRATOR 40.0 68308 0 0 0 0 7633814 207537 94664 7936015 0 7936015 119040 7816975 390849 390849 3435 3435 387414 387414 387414 364234 0 0 0 0 364234 364234 387414 0 2016 2015 2014 0 227165 42448 9058 278671 364234 0 364234 0 23180 23180 255491 0 0 0 0 203985 51506 42448 9058 NONE NONE STEPHANIE THOMPSON 102 GALLIA DRIVE LAKEWAY TX 78734 9033899637 N/A N/A ONE OR MORE OF THE TRUSTEES OF THE TRUST WILL EACH YEAR SUGGEST ONE OR MORE ORGANIZATIONS AS POTENTIAL RECIPIENT ORGANIZATIONS FOR GIFTS OR GRANTS DURING THE COURSE OF THAT YEAR. THE TRUSTEES WILL EVALUATE EACH SUCH SUGGESTED ORGANIZATION IN TERMS OF (I) OBTAINING IRS VERIFICATION OF THE ORGANIZATION'S QUALIFICATION AS AN ORGANIZATION DESCRIBED IN CODE SECTION 501(C)(3) AND THAT IS A PUBLIC CHARITY DESCRIBED IN SECTION 509(A)(1) OR 509(A)(2) OF THE CODE; (II) THE ORGANIZATION'S OPERATING HISTORY; (III) THE ORGANIZATION'S SPECIFIC CHARITABLE PURPOSES; AND (IV) THE SPECIFIC CHARITABLE PROGRAM OR PROGRAMS OF SUCH ORGANIZATIONS FOR WHICH THE DISTRIBUTION OR DISTRIBUTIONS FROM TRUST WOULD BE USED FOR THE FURTHERANCE OF THE ARTS. TYLER MUSEUM OF ART 1300 S MAHON AVE TYLER TX 75701 NONE PC CHARITABLE 23000 CITY OF FAIRFIELD 222 SOUTH MOUNT ST FAIRFIELD TX 75840 NONE PC CHARITABLE 500 DALLAS MUSEUM OF ART 1717 N HARWOOD ST DALLAS TX 75201 NONE PC CHARITABLE 47000 BLANTON MUSEUM OF ART 200 E MLK Jr Blvd AUSTIN TX 78712 NONE PC CHARITABLE 50000 AMON CARTER MUSEUM 3501 CAMP BOWIE BLVD FORT WORTH TX 76107 NONE PC CHARITABLE 3000 123500 14 282 14 157019 18 80205 INCOME(LOSS) FROM PARTNERSHIPS 01 -10977 ROYALTIES 15 6057 OTHER MISC. INCOME 01 240 232826 232826 false false false false false false false false false false X X 1 Estate of Graham D Williford PO Box 877 Fairfield TX 75840 150000 X ACCOUNTING FEES 17697 17697 2005 CHEVY TAHOE 2008-11-06 42552 42552 SL 5 LAND 2008-12-18 3790 L BUILDING 2008-12-18 15610 3851 M39 400 LEASEHOLD IMROVE 2008-12-18 183284 117099 SL 15 12219 TRAILER - RANCH 2012-10-31 11835 4537 SL 15 789 SALIENT - 676 2000000 2036538 SALIENT - 633 830698 844224 SALIENT - 625 449598 464113 FIDELITY - 082 3741520 4517713 K-1 ENDOWMENT FUND - BASIS ADJ 15842 2005 CHEVY TAHOE 42552 42552 LAND 3790 3790 BUILDING 15610 4251 11359 LEASEHOLD IMROVE 183284 129318 53966 TRAILER - RANCH 11835 5326 6509 ART 4123411 4123411 8468860 COST BASIS ADJUSTMENT 254579 FIDUCIARY FEES 16987 16987 INSURANCE 8753 8753 OFFICE EXPENSES 5826 5826 REPAIRS & MAINTENANCE 1415 1415 DUES & SUBSCRIPTIONS 911 911 BANK SERVICE CHARGES 43 43 UTILITIES 3844 3844 MISCELLANEOUS EXPENSES 4664 4664 MEALS 546 546 INCOME (LOSS) FROM PARTNERSHIPS -10977 15451 ROYALTIES 6057 6057 OTHER MISC. INCOME 240 GILL & LAGODICH 12000 5457 2017-03 2021-03 3.5 PURCHASE OF TRUCK LONE STAR CHEVROLET 13583 13583 2020-01 2024-01 3. AUTO LOAN PROFESSIONAL FEES 38888 38888 PAYROLL TAX 12044 3150 8894 FOREIGN TAX 83 83