2015-11-10T17:09:41-06:00 2014-12-31 800168836 Petrus Trust Company LTA PO Box 269014 Plano TX 75026 990PF 2014-01-01 756093258 The Perot Foundation PERO 9725351900 PO Box 269014 Plano TX 75026 JYROBB III Treasurer 9725351900 2015-11-10 1 Kami M Majni P01080813 9725351900 2014 2016-03-07 17:11:31Z X 92948906 X 15816710 526703 526703 566163 566163 248462 90514 17158038 1183380 36000 0 36000 79000 0 79000 59189 0 59189 143 0 143 13307 2218 11089 3256 0 3256 133619 117731 15888 324514 119949 204565 6085468 6085468 6409982 119949 6290033 10748056 1063431 6953 33574 33574 76724365 87441862 88561303 164942 1681 163261 163261 163261 4190768 4190768 4190768 81085347 91829465 92948906 44 44 44 44 X 0 0 0 0 81085303 91829421 81085303 91829421 81085347 91829465 81085303 10748056 0 91833359 3938 91829421 From K-1 - Petrus Short Term Fund P 1287 1287 From K-1 - Petrus Short Term Fund P 7611 7611 From K-1 - Petrus Quantitative Strategies Fund P 16775 16775 From K-1 - Petrus Quantitative Strategies Fund P 87403 87403 From K-1 - Petrus Securities P 40896 40896 From K-1 - Petrus Securities P 399841 399841 From K-1 - Petrus Special Situations Fund P 7621 7621 From K-1 - Petrus Special Situations Fund P 4729 4729 566163 0 15126019 63003335 0.240083 13243435 56849157 0.232957 18505875 72374191 0.255697 11403324 83330217 0.136845 11703694 92277734 0.126831 0.992413 0.198483 74102978 14708181 10634 14718815 6290033 21269 0 21269 0 21269 7650 27000 34650 13381 13381 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A JY Robb III 9725351930 2300 W Plano Parkway Plano TX 75075 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 H Ross Perot PO Box 269014 Plano TX 75026 President, Director 0.00 0 0 0 Margot B Perot PO Box 269014 Plano TX 75026 Director 0.00 0 0 0 Carolyn P Rathjen PO Box 269014 Plano TX 75026 Vice Pres, Exec Director 20.00 0 0 0 John T Walter Jr PO Box 269014 Plano TX 75026 Secretary, Director 0.00 0 0 0 H Ross Perot Jr PO Box 269014 Plano TX 75026 Director 0.00 0 0 0 Nancy E Perot PO Box 269014 Plano TX 75026 Director 0.00 0 0 0 Suzanne P McGee PO Box 269014 Plano TX 75026 Director 0.00 0 0 0 Katherine P Reeves PO Box 269014 Plano TX 75026 Director 0.00 0 0 0 Bette Perot PO Box 269014 Plano TX 75026 Director 0.00 0 0 0 J Y Robb III PO Box 269014 Plano TX 75026 Treasurer 0.00 0 0 0 Trudy Renna PO Box 269014 Plano TX 75026 Administrative Assis 40.00 79000 4900 0 0 NONE 0 The Foundation provides shelter for unrelated individuals who are officers of the Salvation Army 0 The Foundation provides assistance to unrelated indigent individuals 0 The Foundation makes grants to other organizations to assist them in conducting their direct charitable activities 0 The Foundation provides assistance in obtaining medical care to unrelated military personnel, veterans and their families 0 0 75204765 26685 0 75231450 0 0 75231450 1128472 74102978 3705149 3705149 21269 21269 3683880 0 3683880 0 3683880 6290033 0 6290033 0 6290033 3683880 0 0 7130738 7275164 14905015 10427613 11987866 51726396 6290033 0 0 0 3683880 2606153 0 0 54332549 0 0 0 0 0 0 7130738 47201811 7275164 14905015 10427613 11987866 2606153 H Ross Perot Carolyn P Rathjen PO Box 269014 Plano TX 75026 9725351900 Please contact the named person above for details Please contact the named person above for details Please contact the named person above for details Aberg Center for Literacy 5100 Ross Ave Dallas TX 75206 None Public Charity General Fund 1500 American Cancer Society PO Box 22538 Oklahoma City OK 731231538 None Public Charity Medical research 1000 American Friends Musee d'Orsay 1345 Avenue of the Americas Floor 31 New York NY 10105 None Public Charity Support of exhibitions, restoration projects and aquisitions, provide English translations of catalogs, and enable the art from Musee d'Orsay to travel to American museums 10000 American Heart Association 105 Decker Court Ste 200 Irving TX 75062 None Public Charity Medical research 6000 AT&T Performing Arts Center 2403 Flora Street 500 Dallas TX 75201 None Public Charity Support of the arts 10000 Austin Presbyterian Theological Seminary 100 East 27th St Austin TX 78705 None Public Charity Religious 250000 Austin Street Center PO Box 710729 Dallas TX 75371 None Public Charity Programs for homeless families 25000 Bermuda Institute of Ocean Sciences 17 Biological Station St. Georges GE 01 BD None Public Charity Non-profit marine research and educational institute 50000 Boy Scouts Circle Ten Council 8605 Harry Hines Blvd Dallas TX 75235 None Public Charity Provide programs to scouts 300000 Bryan's House PO Box 35868 Dallas TX 75235 None Public Charity General Fund 5000 Buckner Foundation 700 North Pearl Street Ste 1200 Dallas TX 75201 None Public Charity Services for Children 2500 CC Young Retirement Community 4847 West Lawther Drive Ste 100 Dallas TX 75214 none Public Charity Meeting the needs of seniors 7500 Camp John Marc 2824 Swiss Ave Dallas TX 75204 None Public Charity Holds, manages, and invests endowment funds of special camps for special kids 10000 Camp Summit 1721 Campbell Road Suite 180-W Dallas TX 75252 None Public Charity Making a difference in the lives of children and adults with disabilities. 10000 Cary Middle School 3978 Killion Drive Dallas TX 75220 None Public Charity Education 27048 Center for Brainhealth 2200 West Mockingbird Lane Dallas TX 75235 None Public Charity Medical 2000 Children's Medical Center Foundation 2777 Stemmons Freeway Suite 700 Dallas TX 75207 None Public Charity Medical research 15000 Clayton Dabney Foundation for Kids with Cancer 6500 Greenville Ave 342 Dallas TX 75206 None Public Charity Provide anonymous assistance to needy families of cancer victims 10000 Communities in Schools 8700 North Stemmons Freeway Dallas TX 75247 None Public Charity Provides individualized support services, academic improvement, and character and confidence building to students 5000 Community Partners of Dallas 1215 Skiles Street Dallas TX 75204 None Public Charity Supporting abused and neglected children 56850 Congressional Medal of Honor Foundation 252 North Washington Street Falls Church VA 22046 None Public Charity Underwrite Honor Patriot Award Dinner 10000 CONTACT Crisis Line PO Box 800742 Dallas TX 75380 None Public Charity Support for Crisis Help Line Providing Emergency Assistance and Outreach 26000 Dallas Children's Advocacy Center 5351 Samuell Blvd Dallas TX 75228 None Public Charity Support of child abuse victims 1000 Dallas Children's Theater 5938 Skillman Dallas TX 75231 None Public Charity Sustainability Campaign for capital improvements and operations 5000 Dallas Furniture Bank PO Box 815788 Dallas TX 75381 None Public Charity Provides furniture to families who are ready to re-enter independent living 1000 Dallas Museum of Art 1717 North Harwood Dallas TX 75201 None Public Charity Support for art programs 140000 Dallas Rotary Club 5430 Glen Lakes Drive Ste 240 Dallas TX 75231 None Public Charity To provide service to others, to identify and support humanitarian projects, to promote high ethical standards, and to advance world understanding, goodwill, and peace through fellowship of business, professional, and community leaders. 25000 Dallas Symphony Association 2301 Flora Street Dallas TX 75201 None Public Charity Support for the performing arts 1025000 Doctors Without Borders 333 Seventh Avenue 2nd Floor New York NY 10001 None Public Charity Medical and humanitarian relief 1000 Easter Seals PO Box 2667 Fort Worth TX 76113 None Public Charity Making a difference in the lives of children and adults with disabilities 1000 Educational First Steps 2804 Swiss Avenue Dallas TX 75204 None Public Charity Improving the quality and availability of early childhood education for economically disadvantaged children 50000 Educational Opportunities Inc 8350 N Central Expressway Suite 775 Dallas TX 75206 None Public Charity Offer financial assistance and mentoring support to hundreds of graduates from Dallas public schools as they pursue higher education. 13200 Episcopal School of Dallas 4100 Merrell Road Dallas TX 75229 None Public Charity Education 25000 Friedman & Feiger Foundation 5301 Spring Valley Road Ste 200 Dallas TX 75254 None Public Charity Benefit CitySquare's TRAC program 5000 Friends of the Bermuda Maritime Museum Inc PO Box MA133 Sandy's BD None Public Charity Marine research 2500 Friends of the Dallas Public Library 3232 McKinney Ave Suite 855 Dallas TX 75204 None Public Charity Support for creation of the McDermott Fine Books Center 1500 Frontiers of Flight Museum 6911 Lemmon Avenue Dallas TX 75209 None Public Charity Museum 20000 George Peterson - Reimburse Labwork 1515 Pendleton Road Coronado CA 92118 None Individual Medical support for Reece Peterson 7000 Girl Scouts of Northeast Texas 6001 Summerside Dr Dallas TX 75252 None Public Charity Funding for 100th Anniversary Gala 460000 Gore Range Natural Science School 318 Walking Mountains Lane Avon CO 81620 None Public Charity Education 5000 Grant Halliburton Foundation 6390 LBJ Freeway Ste 106 Dallas TX 75240 None Public Charity Teaching people how to recognize the signs of distress or suicidal crisis in a young person and how to help lead them. 500 Greater Dallas Veterans 4400 Williamsburg Road Dallas TX 75220 None Public Charity Support for 2014 Dallas Veterans Parade 5000 Happy Hill Farm 3846 North Highway 144 Granbury TX 76048 None Public Charity Education programs for underpriviledged kids 15000 Healing Hands Ministries PO Box 741524 Dallas TX 75374 None Public Charity Medical & Dental clinic for needy 5000 Highland Park Presbyterian Church 3821 University Blvd Dallas TX 75205 None Public Charity Religious organization 40000 Jubilee Park and Community Center 907 Bank Street Dallas TX 75223 None Public Charity Revitalization project of a poor neighborhood near Fair Park by building a community center 50000 Junior League of Dallas 8003 Inwood Road Dallas TX 75209 None Public Charity Underwrite event benefiting children's charities 7500 Juvenile Diabetes Research Foundation 9400 N Central Expressway Suite 1201 Dallas TX 75231 none Public Charity To find a cure for diabetes through the support of research 25000 KERA 3000 Harry Hines Boulevard Dallas TX 75201 None Public Charity Public broadcast of educational and news programs 10000 LifeNet Community Behavioral Healthcare 9708 Skillman Dallas TX 75243 None Public Charity Empower people to rebuild and enhance their lives 25000 Lumin Education 924 Wayne Street Dallas TX 75223 None Public Charity Education 125000 Make-A-Wish Foundation 6655 Deseo Irving TX 75039 None Public Charity Granting the wishes of children in North Texas battling life-threatening medical conditions 5000 March of Dimes 12660 Coit Road Suite 200 Dallas TX 75251 None Public Charity Improve the health of babies by preventing birth defects, premature birth and infant mortality. 2500 Mass Care Task Force Fund 5500 Caruth Haven Lane Dallas TX 75225 None Public Charity Response to natural disasters in communities 1000 Masterworks Foundation PO Box HM 1929 Hamilton Bermuda BD None Public Charity Support of the arts 17500 Mayor's Education Programs Fund 3963 Maple Avenue Suite 390 Dallas TX 75219 None Public Charity Education fund 5000 Mental Health America of Greater Dallas 624 Good Latimer Ste 200 Dallas TX 75204 None Public Charity To provide mental health education 25000 Methodist Health System Foundation 1441 N Beckley Avenue Dallas TX 75203 None Public Charity Robert S. Folsom Leadership Award 10000 National Alliance on Mental Illness 6510 Abrams Road Suite 568 Dallas TX 75231 None Public Charity Relieve effects of severe mental illnesses 5000 National Football Foundation 433 Las Colinas Blvd East Ste 1130 Irving TX 75039 None Public Charity Promote and develop the power of amateur football in developing the qualities of leadership, sportsmanship, competitive zeal, and the drive for academic excellence in America's young people 20000 National Infantry Foundation PO Box 2823 Columbus GA 31902 None Public Charity Building fund for a new national infantry museum & soldier center 100000 National Medal of Honor Museum Foundation PO Box 309 Mount Pleasant SC 294650309 None Public Charity Preserving the history of recipients of the Medal of Honor 250000 National Vietnam Veterans Foundation 1015 North Pelham Street Alexandria VA 223041905 None Public Charity Support of Veterans 10000 NC State Foundation Campus Box 7401 Raleigh NC 276957401 None Public Charity Educational scholarships 30000 New Friends New Life PO Box 192378 Dallas TX 75219 None Public Charity Support for women to escape the sex industry and make new lives for them and their children. 10000 NTCUSA PO Box 93977 Southlake TX 76092 None Public Charity Honoring Midshipmen and Cadets 5000 Oak Hill Academy 9407 Midway Road Dallas TX 75220 None Public Charity Education support 24120 Oklahoma Military Heritage Foundation PO Box 30658 Edmond OK 73003 None Public Charity Honoring the men and women of Oklahoma who served in the Uniformed Services of the United States and those who continue to serve our country today. 700 Operation Once in a Lifetime 221 W Parker Road 560 Plano TX 75023 None Public Charity Supports the needs of veterans such as financial, medical, and support for their family during deployment 3550 Perot Museum of Nature and Science PO Box 151469 Dallas TX 75315 None Public Charity Support for capital campaign 125000 Planned Parenthood 7424 Greenville Ave Ste 206 Dallas TX 75231 None Public Charity Support of women's health 10000 Presbyterian Children's Homes 4407 Bee Cave Road Suite 520 Austin TX 78746 None Public Charity Ministry to children suffering from abuse, abandonment, and hardship 2500 Pure Hope 800 Compton Road Ste 9224 Cincinnati OH 45231 None Public Charity Program to promote sexual purity 10000 Retina Foundation of the Southwest 9600 N Central Expwy Suite 200 Dallas TX 75231 None Public Charity Eye research into macular degeneration, pediatric eye disorders, and genetic eye diseases 5000 SC Special Forces Foundation PO Box 10270 Fort Jackson SC 29207 None Public Charity Promotes general welfare of the Special Forces community 10000 Sky Ranch 600 N Pearl Street Ste 640 LB 148 Dallas TX 75201 None Public Charity Military Family Camp 10000 SMU Dedman School of Law 3315 Daniel Avenue Dallas TX 75205 None Public Charity Memorial to Ray Hutchison 1000 Southern Methodist University - SMU Meadows School of the Arts PO Box 750356 Dallas TX 75275 None Public Charity Support of the performing arts 5000 Southwestern Diabetic Foundation PO Box 918 Gainesville TX 76241 None Public Charity Campership program 10000 Special Forces Association PO Box 6515 MacDill AFB FL 33608 None Public Charity Scholarship fund 1500 Special Programs for Aging Needs 1800 Malone St Denton TX 76201 None Public Charity Provide Food & Shelter to the Elderly 10000 St Philip's School and Community Center 1600 Pennsylvania Ave Dallas TX 75215 None Public Charity George T. Lee Scholarship 45000 Suicide and Crisis Center of North Texas 2808 Swiss Avenue Dallas TX 75204 None Public Charity Crisis Line budget 25000 Teach for America 350 N St Paul Street Ste 2800 Dallas TX 75201 None Public Charity Movement to eliminate educational inequity 250000 Texarkana College 2500 N Robinson Road Texarkana TX 75599 None Public Charity TC Tomorrow Community Challenge 1000000 Texas Business Hall of Fame 4550 Post Oak Place Ste 342 Houston TX 77027 None Public Charity Recognizes the accomplishments and contributions of outstanding Texas business leaders, perpetuates and inspires the values of entrepreneurial spirit, personal integrity, and community leadership in all generations of Texans. 1000 Texas Cultural Trust 823 Congress Ste 707 Austin TX 78701 None Public Charity Underwriting of 2015 Texas Medal of Arts Awards 10000 Texas State History Museum PO Box 12456 Austin TX 78711 None Public Charity 11th Annual Independence Day Dinner Underwriting 60000 Texas Winds Musical Outreach Inc 7038 Hunters Ridge Drive Dallas TX 75248 None Public Charity Programs for the ill health, economically disadvantaged, isolated seniors and at-risk children 5000 The Child Care Group 8585 North Stemmons Freeway Ste 500 Dallas TX 75247 None Public Charity Provide and promote quality child care services 20000 The Elisa Project 10300 N Central Expressway Ste 330 Dallas TX 75231 None Public Charity Offers programs that address healthy life-style living, positive body image, self esteem, and general nutrition to students, educators, school counselors, parents, and other community organizations. 1000 The Family Place PO Box 7999 Dallas TX 75209 None Public Charity Support for victims of family abuse 10000 The Global Fund for Children 1101 Fourteenth Street NW Suite 420 Washington DC 20005 None Public Charity Advance the dignity of vulnerable children and youth around the world 50000 The Hockaday School 11600 Welch Road Dallas TX 752292999 None Public Charity Education fund 2500 The Salesmanship Club 106 E 10th Street Suite 200 Dallas TX 75203 None Public Charity Support the innovative education and therapeutic programs of Salesmanship Club Youth & Family Centers 5000 The Salvation Army Texarkana 400 E 4th Street Texarkana TX 71854 None Public Charity Provide support for victims of domestic abuse 35500 The Salvation Army 8787 N Stemmons Frwy Suite 800 Dallas TX 75247 None Public Charity Provide Support for Victims of Domestic Violence 165000 The Senior Source 3910 Harry Hines Blvd Dallas TX 75219 None Public Charity Underwriting of 2013 Spirit of Generations Awards Luncheon 5000 The Sweetheart Ball 4612 North Versailles Ave Dallas TX 75209 None Public Charity Supports heart research at the University of Texas Southwestern Medical Center 15000 The Wilkinson Center 3402 Buckner Blvd 302 Dallas TX 75228 None Public Charity Supports once month of programming for 80 adult learners 5000 Treasure Street 2222 Welborn Street Dallas TX 75219 None Public Charity Medical research 25000 United States Air Force Academy 3116 Academy Drive Suite 200 USAFA CO 80840 None Public Charity Gen. Risner Military Scholar Fund 350000 United Way of Grayson County 713 E Brockett St Sherman TX 75090 None Public Charity Youth development, Sustainability, Health 10000 United Way of Metropolitan Dallas 1800 N Lamar Dallas TX 75202 None Public Charity Support of Humanitarian Programs in the Community 125000 USO PO Box 96860 Washington DC 20077 None Public Charity General Fund 2500 UT Dallas - Callier Center 1966 Inwood Road Dallas TX 75235 None Public Charity Provide care to patients who are unable to afford the treatment they need to overcome speech, language, and hearing disorders 2000 UT Southwestern Medical Foundation 3889 Maple Avenue Suite 100 Dallas TX 752193914 None Public Charity Theodore Strauss Professorship in Neuro-Oncology 1500 UTSW Medical Center 5323 Harry Hines Blvd Dallas TX 753909002 None Public Charity Medical research - Eye Ball 5000 Vanderbilt University 2301 Vanderbilt Place Nashville TN 37235 None Public Charity Education 5000 Visiting Nurse Association 1600 Viceroy Drive Suite 400 Dallas TX 75235 None Public Charity Advancing nonprofit home healthcare and hospice 2500 Wednesday's Child 2801 Swiss Ave Ste 130 Dallas TX 75204 None Public Charity Bring hope and healing to children in foster care 10000 West Point Association of Graduates 698 Mills Road West Point NY 10996 None Public Charity General Fund 140000 Westmoreland Cultural Trust 102 N Main Street Suite 232 Greensburg PA 15601 None Public Charity General Fund 1000 Westmoreland Symphony 951 Old Salem Rd Greensburg PA 15601 None Public Charity General Fund 25000 World War II Foundation 333 White Horn Drive Suite One Kingston RI 02881 None Public Charity Sponsorship of D-Day veteran Ernie Corvese and his wife Delores as Ernie returns to Normandy for the first time since June 6, 1944. 10000 6085468 0 14 526703 15 90514 157948 14 566163 0 1183380 157948 1341328 7 Income reported in column (e) is tax exempt interest income and excluded from gross income by Code Section 103. 0 0 0 0 0 0 0 0 0 0 X X 1 H Ross Perot PO Box 269014 Plano TX 75026 15216710 X 2 Steven Blasnik 12016 Arbargee Dallas TX 75230 600000 X Investment in Petrus Short Term Fund AT COST 78707123 78548142 Investment in Petrus Securities AT COST 5477826 6762183 Investment in Petrus Quantitative Strategies Fund AT COST 2222379 2199351 Investment in Petrus Special Situations Fund AT COST 1034534 1051627 Legal Expenses 143 0 143 Russian Space Artifacts at Cost 4190768 4190768 4190768 Book/Tax difference 3938 Insurance Expense 6124 0 6124 Office Supplies 535 0 535 Bank Charges 618 618 0 Other Expenses 5034 0 5034 Telephone & Utilities 709 0 709 From K-1 - Petrus Short Term Fund LP 71227 71227 0 From K-1 - Petrus Quantitative Strategies Fund 3408 3408 0 From K-1 - Petrus Securities LP 24869 24869 0 Maintenance 3486 0 3486 From K-1 - Petrus Special Situations Fund 4655 4655 0 Other Portolio Expenses 12954 12954 0 Tax Exempt Income 157948 0 157948 From K-1 - Petrus Quantitative Strategies Fund Other Income 48042 48042 48042 From K-1 - Petrus Securities Other Income 34825 34825 34825 From K-1 - Petrus Special Situations Fund Other Income 7647 7647 7647 Intercompany Payable 44 44 Property Taxes 2248 0 2248 Payroll Taxes 8841 0 8841 Foreign Taxes - PSSF 574 574 0 Foreign Taxes - PETS 1644 1644 0