2020-11-16T16:16:56-06:00 2019-12-31 900525804 SAVILLE DODGEN AND COMPANY PLLC 700 NORTH PEARL STREET SUITE 1100 DALLAS TX 75201 990PF 2019-01-01 752076387 PATRICK & BEATRICE HAGGERTY FOUNDATION PATR 2143611921 4712 SHADYWOOD LANE DALLAS TX 75209 PATRICK HAGGERTY CHAIRMAN 2143611921 2020-11-13 1 J CLINTON PUGH CPA P00162549 2149229727 2020-11-12 66.60.72.146 2020-11-13 10:31:10 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BF534ADC018BD60F4D3B7465987A087BDF420874 2019 2021-04-22 16:20:28Z X 12729569 X 0 X 413202 412206 293095 5914345 293095 706297 705301 0 0 0 5000 1250 3750 71378 28551 42827 16 16 0 30027 6252 0 32530 13811 18719 138951 49880 65296 797000 797000 935951 49880 862296 -229654 655421 139307 -143304 -143304 983892 1631666 1631666 6405902 8092343 8092343 1603119 971652 971652 1823697 3066529 2177212 10955917 13618886 12729569 0 0 X 0 0 0 0 10955917 13618886 10955917 13618886 10955917 13618886 10955917 -229654 2892623 13618886 0 13618886 US TRUST #4641 2675996 2722229 -42041 -42041 US TRUST #4641 1461393 1362263 99773 99773 RAYMOND JAMES #C957 1528025 1540174 -12149 -12149 RAYMOND JAMES #C957 70803 1419 69384 69384 EXCELSIOR PRIVATE MARKETS FUND II P 80669 80669 80669 EXCELSIOR PRIVATE MARKETS FUND III P 27994 27994 27994 CAPITAL GAINS DIVIDENDS P 69465 69465 69465 293095 0 800521 17985356 0.044510 786425 16213935 0.048503 730634 14506943 0.050364 713156 14825957 0.048102 687747 14902712 0.046149 0.237628 0.047526 17023467 809057 6554 815611 862296 X 6554 0 6554 0 6554 6038 0 0 6038 X 11 527 0 0 0 0 0 0 0 0 0 0 0 1 TX 1 0 0 0 0 1 N/A PATRICK E HAGGERTY 2143611921 4712 SHADYWOOD LANE DALLAS TX 75209 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PATRICK E HAGGERTY 4712 SHADYWOOD LANE DALLAS TX 75209 CHAIRMAN/CEO 1.00 0 0 0 MICHAEL HAGGERTY 2003 LAKESHORE DRIVE AUSTIN TX 78746 SECRETARY/TREASURER 1.00 0 0 0 PEGGY KELSEY 4712 SHADYWOOD LANE DALLAS TX 75209 DIRECTOR 1.00 0 0 0 TERESA HAGGERTY PARRAVANO 6434 MIMOSA DALLAS TX 75230 DIRECTOR 1.00 0 0 0 ROBERT MOOSEY 1409 10TH ST NW WASHINGTON DC 20001 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 16241061 1041647 0 17282708 0 0 17282708 259241 17023467 851173 851173 6554 6554 844619 0 844619 0 844619 862296 0 862296 6554 855742 844619 796906 0 0 862296 796906 0 0 65390 0 0 0 0 0 0 0 0 779229 0 0 0 X AUSTIN STREET CENTER PO BOX 710729 DALLAS TX 75371 PC CHARITABLE - 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