2025-11-17T13:57:24-06:00 2024-12-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990PF 2024-01-01 742955428 LGR FOUNDATION C/O ATCHLEY & ASSOCIATES LLP LGRF 5127897081 1005 LA POSADA DR AUSTIN TX 78752 TRACY RAWL PRESIDENT 5127897081 2025-11-17 1 1 SHERRILL L MORALES P00178137 5123462086 2025-11-17 2024 2025-03-06 01:10:19Z X 27876498 X X 294970 294970 530346 530346 4617093 489114 4617093 6352 6352 5448761 5448761 0 0 0 1765 883 882 19526 9673 9673 157589 157589 0 11320 11320 0 43218 35549 0 47865 44215 3650 281283 259229 14205 1450000 1450000 1731283 259229 1464205 3717478 5189532 74114 940993 940993 29906 25992 25992 0 554356 554356 0 9789036 9789036 0 779056 779056 26521034 15775316 15775316 3582 11749 11749 26628636 27876498 27876498 0 0 X 0 0 0 0 26628636 27876498 26628636 27876498 26628636 27876498 26628636 3717478 0 30346114 2469616 27876498 PASSTHROUGH FROM ROCKEFELLER P 176734 176734 PASSTHROUGH FROM ROCKEFELLER P 4424757 4424757 SEC 1231 GAIN FROM 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78752 DIRECTOR 3.00 0 0 0 KIMBERLY GUZIEJKA BLISH 1005 LA POSADA DRIVE AUSTIN TX 78752 DIRECTOR 3.00 0 0 0 SARA LANE 1005 LA POSADA DRIVE AUSTIN TX 78752 DIRECTOR 3.00 0 0 0 NONE 0 NONE 0 0 27838398 490436 27949 28356783 0 0 28356783 425352 27931431 1396572 1396572 72134 72134 1324438 0 1324438 0 1324438 1464205 0 1464205 1324438 477378 0 0 1464205 477378 0 0 986827 0 0 0 0 0 0 0 0 337611 0 0 0 X AGE OF CENTRAL TEXAS 3710 CEDAR ST STE 2 AUSTIN TX 78705 NONE 501(C)(3) OTHER CHARITABLE PURPOSE 20000 ALZHEIMER'S ASSOCIATION 225 NORTH MICHIGAN AVENUE SUITE 1700 CHICAGO IL 60601 NONE 501(C)(3) OTHER CHARITABLE PURPOSE 25000 ANIMAL WELFARE INSTITUTE 900 PENNSYLVANIA AVENUE SE WASHINGTON DC 20003 NONE 501(C)(3) OTHER CHARITABLE PURPOSE 10000 AUSTIN COMMUNITY COLLEGE 6101 HIGHLAND CAMPUS DRIVE BUILDING 3000 SUITE 4270 AUSTIN TX 78752 NONE 501(C)(3) OTHER CHARITABLE PURPOSE 35000 BOOKSPRING PO BOX 153024 AUSTIN TX 78715 NONE 501(C)(3) OTHER CHARITABLE PURPOSE 20000 CAMP OF THE HILLS 1552 COUNTY 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VAR% DUE 01/17/40 CALL @ 100 06/05/25 15,00 14513 14513 ALLY FINANCIAL INC. VAR% DUE 01/17/40 CALL @ 100 06/05/25 15,00 25344 25344 AMERICAN ELECTRIC POWER COMPANY, INC. 3.25% DUE 11, 7047 7047 AMERICAN TOWER CORPORATION 2.95% DUE 01/15/51 CALL @ 12,000 7427 7427 ARCH CAPITAL GROUP LTD. 3.635% DUE 06/30/50 CALL @ 100 11,000 7850 7850 ATHENE HOLDING LTD. 3.95% DUE 05/25/51 CALL @ 100 17, 12195 12195 BANK OF AMERICA CORP VAR% DUE 12/29/2049 PERPETUAL CALL 5,000 @ 5032 5032 BANK OF AMERICA CORPORATION VAR% DUE 01/20/27 CALL @ 9,00 9026 9026 BANK OF AMERICA CORPORATION VAR% DUE 10/24/26 CALL @ 37,000 35946 35946 BANK OF NEW YORK MELLON CORP 4.70% PERP MATURITY PERP 7,000 6933 6933 BERKSHIRE HATHAWAY ENERGY COMPANY 2.85% DUE 05/15/51 8,000 CA 4893 4893 BIOGEN INC. 3.15% DUE 05/01/50 CALL @ 100 04/30/24 18, 11317 11317 BP CAPITAL MARKETS AMERICA INC. 3.001% DUE 03/17/52 CALL 9,00 5609 5609 CHARLES SCHWAB CORP 5.375% PERP MATURITY CALL @ 100 41,000 40765 40765 CHARTER COMMUNICATIONS OPERATING, LLC 3.50% DUE 15,00 10331 10331 CITIGROUP INC 4.00% DUE PERP MAT CALL @ 100 12/10/2025 12,000 11694 11694 CITIGROUP INC. VAR% DUE 04/08/26 CALL @ 100 04/08/25 14926 14926 CITIGROUP INC. VAR% DUE 12/31/99 CALL @ 100 10/30/24 7381 7381 DOMINION ENERGY SERVICES, INC. 6.875% DUE02/01/55 CALL @ 102 11/20/24 21819 21819 DOMINION ENERGY SERVICES, INC. 7% DUE 06/01/54 CALL @ 100 03/03/34 9495 9495 DUKE ENERGY CORPORATION 3.30% DUE 06/15/41 CALL @ 100 06/10/24 13198 13198 EDISON INTERNATIONAL - PREFERRED 5.375% PERP MATURITY PERP CALL @ 100 03/09/ 37522 37522 ENBRIDGE INC. VAR% DUE 01/15/84 CALL @ 102 03/25/24 4437 4437 ENERGY TRANSFER LP 8.00% DUE 05/15/54 CALL @ 102 07/25/24 13672 13672 GOLDMAN SACHS GROUP INC 3.50% DUE 11/16/2026 CALL @ 100 11/16/2025 17602 17602 GOLDMAN SACHS GROUP INC 5.50% PERP MATURITY PERP CALL @ 100 08/10/2024 1998 1998 KINDER MORGAN, INC. 3.25% DUE 08/01/50 CALL @ 100 08/05/24 8203 8203 LINCOLN NATIONAL CORP PRF 9% PRF PERPETUAL USD 25 - SER D 18269 18269 LINCOLN NATIONAL CORP. 9.25% PERPETUAL MATURITY 25015 25015 LYB INTERNATIONAL FINANCE III, LLC 3.625% DUE 04/01/51 CALL @ 100 04/08/24 10725 10725 MACY'S RETAIL HOLDINGS, INC. 4.30% DUE 02/15/43 CALL @ 100 05/20/24 3440 3440 MICRON TECHNOLOGY, INC. 3.477% DUE 11/01/51 CALL @ 100 05/01/24 10782 10782 MORGAN STANLEY VAR% DUE 09/16/36 CALL @ 100 09/16/31 11380 11380 NASDAQ, INC. 3.25% DUE 04/28/50 CALL @ 100 04/28/24 10021 10021 NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME 15160 15160 NUVEEN QUALITY MUNICIPAL INCOME FUND 15170 15170 ORACLE CORPORATION 3.60% DUE 04/01/40 CALL @ 100 04/01/24 11723 11723 ORACLE SYSTEMS CORPORATION 3.85% DUE 04/01/60 CALL @ 14,000 9602 9602 PACIFIC GAS AND ELECTRIC COMPANY 3.50% DUE 08/01/50 CALL 15,000 10256 10256 PIMCO ENHANCED SHORT MATURITY STRATEGY FUND 11138 11138 REGIONS FINANCIAL CORPORATION 5.75% PERP MATURITY PERP 13,0 12921 12921 RTX CORPORATION 3.03% DUE 03/15/52 CALL @ 100 05/16/24 16,000 10111 10111 SEMPRA ENERGY 4.875% PERP MATURITY CALL @ 100 56 55356 55356 SIMON PROPERTY GROUP, L.P. 3.25% DUE 09/13/49 CALL @ 15,00 10035 10035 STARBUCKS CORPORATION 3.50% DUE 11/15/50 CALL @ 100 13,00 8993 8993 THE GOLDMAN SACHS GROUP, INC. VAR% DUE 04/22/42 CALL @ 9,000 1 6570 6570 THE WILLIAMS COMPANIES, INC. 3.50% DUE 10/15/51 CALL @ 14,000 9500 9500 VALERO ENERGY CORPORATION 3.65% DUE 12/01/51 CALL @ 100 10,000 0 6726 6726 VANGUARD LONG-TERM CORPORATE BOND ETF 6655 6655 VERIZON COMMUNICATIONS INC. 2.875% DUE 11/20/50 CALL @ 16,000 1 9837 9837 WELLS FARGO & COMPANY VAR% DUE 02/11/26 CALL @ 100 62,000 0 61808 61808 BP CAPITAL MARKETS PLC 4.875% PERP MATURITY PERP CALL @ 100 03/22/2030 51688 51688 AFFILIATED MANAGERS GROUP, INC. 14794 14794 AGNC INVESTMENT CORP. 22915 22915 AIR LEASE CORPORATION 13113 13113 AMERIPRISE FINANCIAL, INC. 69748 69748 ANNALY CAPITAL MANAGEMENT, INC. 20129 20129 ARROW ELECTRONICS, INC. 14140 14140 ASSURANT, INC. 26439 26439 BERRY GLOBAL GROUP INC. 17138 17138 CANADIAN NATIONAL RAILWAY COMPANY 13704 13704 CENTENE CORPORATION 54098 54098 CIGNA CORPORATION 47772 47772 CLARKSTON PARTNERS FUND. INSTITUTIONAL C LASS 2058655 2058655 CONCENTRIX CORPORATION 6880 6880 CORPAY INC. 51101 51101 EBAY INC. 64676 64676 EXPEDIA GROUP, INC. 51241 51241 F5 NETWORKS, INC. 34200 34200 FIDELITY NATIONAL INFORMATION 71239 71239 FIRST TRUST ENHANCED SHORT MATURITY ETF 40464 40464 GEN DIGITAL INC. 36908 36908 GLOBAL PAYMENTS INC. 64210 64210 HCA HEALTHCARE INC. 62431 62431 HENRY SCHEIN, INC. 19860 19860 HERMES INTERNATIONAL UNSPONSORED ADR 26771 26771 INVESCO S&P 500 EQUAL WEIGHT ETF 2474423 2474423 ISHARES 0-5 YEAR INVESTMENT GRADE CORPOR ATE BOND ETF 7560 7560 ISHARES CORE S&P 500 ETF 1290975 1290975 ISHARES US ETF TR 55853 55853 JARDINE MATHESON HOLDINGS LIMITED UNSPONSORED ADR 6595 6595 LEAR CORPORATION 13353 13353 LITHIA MOTORS, INC. 22518 22518 NRG ENERGY, INC. 41772 41772 PRIMERICA INC. 21714 21714 REINSURANCE GROUP OF AMERICA, INC. 9804 9804 SUNCOR ENERGY, INC. 65544 65544 TD SYNNEX CORPORATION 23573 23573 UBER TECHNOLOGIES INC 67860 67860 UNITED RENTALS, INC. 60582 60582 VIRTUS CONVERTIBLE & INCOME FUND 8361 8361 WESCO INTERNATIONAL, INC. 19182 19182 WEX INC. 18584 18584 COMPASS GROUP PLC - SPONSORED ADR 25125 25125 DIAGEO PLC - SPONSORED ADR 11442 11442 EXPERIAN PLC - SPONS ADR 15297 15297 SAGE GROUP PLC-UNSPON - ADR 12851 12851 ADIDAS AG - SPONSORED ADR 10350 10350 ADIENT PLC 4015 4015 AERCAP HOLDINGS NV 47563 47563 AIR LIQUIDE - UNSPON ADR 22478 22478 AMADEUS IT HOLDING - UNSPONSORED ADR 17917 17917 ASM INERNATIONAL N.V. 15367 15367 ASML HOLDINGS NV NY REG SHS ADR 22872 22872 ATLAS COPCO AB - ADR 16393 16393 COLOPLAST A/S - UNSPONSORED ADR 14943 14943 DASSAULT SYSTEMS S.A.- ADR 15532 15532 FERRARI NV 23791 23791 INDUSTRIA DE DISENO TEXTIL, S.A. UNSPONSORED ADR 21250 21250 INFINEON TECHNOLOGIES AG - ADR 12713 12713 JOHNSON CONTROLS INTERNATIONAL PLC 69064 69064 KONE OYJ-B-UNSPONSORED ADR 12024 12024 KUEHNE & NAGEL INTL - UNSPON ADR 6240 6240 LOREAL SA-UNSPONSORED ADR 19011 19011 LONZA GROUP LTD- SPONSORED ADR 9464 9464 LVMH MOET HENNESSY LOUIS VUITTON SA UNSPONSORED ADR 20649 20649 MERCK KGAA - SPONSORED ADR 11910 11910 NOVARTIS AG - ADR 17516 17516 NOVO NORDISK A/S-SPONS ADR 21333 21333 ROCHE HOLDING AG - SPONS ADR 13812 13812 SAP AG - SPONSORED ADR 18220 18220 SGS SA - UNSPONS ADR 15049 15049 TOTAL ENERGIES SE - SPONS ADR 11663 11663 UNIVERSAL MUSIC GROUP N.V. 12556 12556 WOLTERS KLUWER NV - SPONS ADR 16673 16673 DAIKIN INDUSTRIES, LTD. UNSPONSORED ADR 14086 14086 FANUC CORPORATION - UNSPONSORED ADR 6572 6572 HOYA CORPORATION 15624 15624 MURATA MANUFACTURING CO LTD - UNSPON ADR 6807 6807 SHIN-ETSU CHEMICAL CO., LTD. -UNSPON ADR 13794 13794 SMC CORPORATION - SPONSORED ADR 17113 17113 SYSMEX CORPORATION - UNSPN ADR 13162 13162 TERUMO CORP - UNSPONSORED ADR 7800 7800 AIA GROUP LTD. 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