2020-04-30T08:25:31-05:00 2019-12-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990PF 2019-01-01 750992690 TJ BROWN & CA LUPTON FOUNDATION TJBR 8177381804 PO BOX 1629 FORT WORTH TX 761011629 CHARLES GEREN DIRECTOR 8177381804 2020-03-26 1 CHRISTY CATES P00440503 8172599100 2019 2022-09-23 18:48:47Z X 46061122 X X 16922 16922 776244 776244 411045 7044847 411045 11606 11606 1215817 1215817 20000 5000 15000 56030 34040 21990 298999 298999 0 21117 3636 0 620 0 620 800 0 800 305 76 229 397871 341751 38639 1835000 1835000 2232871 341751 1873639 -1017054 874066 198082 198082 1949602 1725648 1725648 33843 164662 33843 33843 27966269 26041459 44068731 5420 5420 0 0 34818 30080533 27999032 46061122 1075429 20500 24189 14671 1099618 35171 X 0 0 0 0 28980915 27963861 28980915 27963861 30080533 27999032 28980915 -1017054 0 27963861 0 27963861 CAPITAL GAINS ON SECURITIES P 6935334 6633802 301532 301532 CAPITAL GAIN DISTRIBUTIONS P 109513 109513 109513 411045 0 2094317 42540588 0.049231 1672300 39601789 0.042228 2076051 36713829 0.056547 1807733 38725392 0.046681 1923823 40129670 0.047940 0.242627 0.048525 42551086 2064791 8741 2073532 1873639 17481 0 17481 0 17481 0 0 0 0 X 662 18143 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A CHARLES GEREN 8177381804 PO BOX 1629 FORT WORTH TX 761011629 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KIT TENNISON MONCRIEF PO BOX 1629 FORT WORTH TX 76101 DIRECTOR 1.00 4000 0 0 WILLIAM E TUCKER PO BOX 1629 FORT WORTH TX 76101 DIRECTOR 1.00 4000 0 0 LEE LUPTON TENNISON PO BOX 1629 FORT WORTH TX 76101 DIRECTOR 1.00 4000 0 0 TAV HOLMES BERRY PO BOX 1629 FORT WORTH TX 76101 DIRECTOR 1.00 4000 0 0 CHARLES LUPTON GEREN PO BOX 1629 FORT WORTH TX 76101 DIRECTOR 1.00 4000 0 0 NONE 0 LUTHER KING CAPITAL MANAGEMENT 301 COMMERCE ST 1600 FORT WORTH TX 76102 INVESTMENT MANAGEMENT FEES 95901 BANK OF AMERICA PO BOX 830269 DALLAS TX 75283 INVESTMENT MANAGEMENT FEES 70156 WILKINSON GLOBAL ASSET MANAGEMENT LLC 880 3RD AVE 12TH FL NEW YORK NY 10022 INVESTMENT MANAGEMENT FEES 50331 0 NONE 0 NONE 0 0 0 42740520 342412 116140 43199072 0 0 43199072 647986 42551086 2127554 2127554 17481 17481 2110073 0 2110073 0 2110073 1873639 0 1873639 0 1873639 2110073 1852262 0 0 1873639 1852262 0 0 21377 0 0 0 0 0 0 0 0 2088696 0 0 0 CHARLES GEREN PO BOX 1629 FORT WORTH TX 76101 8177381804 WRITTEN APPLICATION ONLY NONE CHARITABLE PURPOSES WITHIN THE UNITED STATES AMON CARTER MUSEUM OF AMERICAN ART 3501 CAMP BOWIE BLVD FORT WORTH TX 76107 NONE PUBLIC CHARITABLE 20000 BASS PERFORMANCE HALL 525 COMMERCE ST FORT WORTH TX 76102 NONE PUBLIC CULTURAL 10000 CASSATA LEARNING CENTER 1400 HEMPHILL ST FORT WORTH TX 76104 NONE PUBLIC EDUCATIONAL 5000 COOK CHILDREN'S MEDICAL CENTER 801 7TH AVE FORT WORTH TX 76104 NONE PUBLIC CHARITABLE 50000 FORT WORTH ZOOLOGICAL ASSOCIATION INC 1989 COLONIAL PKWY FORT WORTH TX 76110 NONE PUBLIC CHARITABLE 100000 GILL CHILDREN'S SERVICES INC 555 HEMPHILL ST 200 FORT WORTH TX 76104 NONE PUBLIC CHARITABLE 15000 GOODFELLOW FUND PO BOX 1870 FORT WORTH TX 76101 NONE PUBLIC CHARITABLE 2500 HUMANE SOCIETY OF NORTH TEXAS 1840 EAST LANCASTER AVE FORT WORTH TX 76103 NONE PUBLIC PREVENTION OF CRUELTY AND ABUSE 25000 KEY SCHOOL 3947 EAST LOOP 820 S FORT WORTH TX 76119 NONE PUBLIC EDUCATIONAL 10000 MD ANDERSON CANCER CENTER PO BOX 4486 HOUSTON TX 77210 NONE PUBLIC CHARITABLE 20000 MAKE-A-WISH FOUNDATION 1407 TEXAS ST STE 101 FORT WORTH TX 76102 NONE PUBLIC CHARITABLE 2500 MULTIPURPOSE ARENA FORT WORTH 1911 MONTGOMERY ST FORT WORTH TX 76107 NONE PUBLIC CHARITABLE 500000 NATIONAL COWGIRL MUSEUM AND HALL OF FAME 1720 GENDY ST FORT WORTH TX 76107 NONE PUBLIC CULTURAL 85000 OLD JAIL ART CENTER 201 S 2ND ST ALBANY TX 76430 NONE PUBLIC CHARITABLE 25000 SAVING HOPE FOUNDATION 5500 CARUTH HAVEN LN DALLAS TX 75225 NONE PUBLIC PREVENTION OF CRUELTY AND ABUSE 50000 SECOND STAGE THEATRE 305 WEST 43RD ST NEW YORK NY 10036 NONE PUBLIC CULTURAL 40000 TCU - ATHLETIC PROGRAM TCU BOX 297140 FORT WORTH TX 76129 NONE PUBLIC CHARITABLE 800000 TCU - RHINO PROJECT TCU BOX 297140 FORT WORTH TX 76129 NONE PUBLIC CHARITABLE 25000 THE FIRST TEE OF FORT WORTH 1900 ROCKWOOD PARK DR N FORT WORTH TX 76114 NONE PUBLIC CHARITABLE 15000 THE GATEHOUSE 2557 STONE MYERS PKWY GRAPEVINE TX 76051 NONE PUBLIC CHARITABLE 25000 ZACH THEATRE 1510 TOOMEY RD AUSTIN TX 78704 NONE PUBLIC CULTURAL 10000 1835000 MULTIPURPOSE ARENA FORT WORTH 1911 MONTGOMERY ST FORT WORTH TX 76107 NONE PUBLIC CHARITABLE 2250000 SAVING HOPE FOUNDATION 5500 CARUTH HAVEN LN DALLAS TX 75225 NONE PUBLIC PREVENTION OF CRUELTY AND ABUSE 100000 2350000 14 16922 14 776244 15 11606 18 411045 0 1215817 0 1215817 0 0 0 0 0 0 0 0 0 0 AUDIT AND TAX RETURN PREPARATION 31930 15965 15965 BOOKKEEPING 24100 18075 6025 NONE 0 BANK OF AMERICA AGENCY 6655684 9202568 CITIGROUP EQUITIES 5714026 11052366 JP MORGAN CHASE BANK AGENCY 13085474 23139265 MERRILL LYNCH - MUTUAL FUND 586275 674532 MINERAL INTERESTS 12056 12056 34818 ACCUMULATED DEPLETION -12056 -12056 OFFICE EXPENSE 305 76 229 OIL AND GAS ROYALTIES 11606 11606 11606 FEDERAL EXCISE TAX PAYABLE 24189 14671 INVESTMENT MANAGEMENT FEE 298999 298999 0 EXCISE TAXES 17481 0 0 FOREIGN TAXES 2470 2470 0 AD VALOREM TAXES 1166 1166 0