2014-10-29T15:36:52-05:00 2013-12-31 800168836 Petrus Trust Company LTA PO Box 269014 Plano TX 75026 990PF 2013-01-01 756093258 The Perot Foundation PERO 9725351900 PO Box 269014 Plano TX 75026 JYROBB III Treasurer 9725351900 2014-10-29 1 Kami M Majni P01080813 9725351900 2013 2015-12-30 17:16:21Z X 82162619 X 20189255 578917 578917 95350 95350 99322 20624 20962844 694891 36000 0 36000 73767 0 73767 37065 0 37065 487 0 487 27858 96 9762 3397 0 3397 110232 94063 16169 288806 94159 176647 14955379 14955379 15244185 94159 15132026 5718659 600732 14629 6953 6953 70854021 76724365 77801637 164942 1681 163261 163261 163261 4335768 4190768 4190768 75367679 81085347 82162619 49 44 49 44 X 0 0 0 0 75367630 81085303 75367630 81085303 75367679 81085347 75367630 5718659 0 81086289 986 81085303 Petrus Short Term Fund P 3404 3404 Petrus Short Term Fund P 2443 2443 Petrus Securities, LP P 80141 80141 Petrus Securities, LP P 55086 55086 Petrus Quantitative Strategies Fund - Sec 1256 ST P -9520 -9520 Petrus Quantitative Strategies Fund - Sec 1256 LT P -14280 -14280 Petrus Quantitative Strategies Fund - Sec 988 Loss P -21924 -21924 95350 0 13243435 56849157 0.232957 18505875 72374191 0.255697 11403324 83330217 0.136845 11703694 92277734 0.126831 11464913 92911452 0.123396 0.875726 0.175145 63003335 11034719 6007 11040726 15132026 X 6007 0 6007 0 6007 13657 13657 7650 7650 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 36000 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 73767 3426 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 63934463 28314 0 63962777 0 0 63962777 959442 63003335 3150167 3150167 6007 6007 3144160 0 3144160 0 3144160 15132026 0 15132026 6007 15126019 3144160 0 0 6875565 7130738 7275164 14905015 10427613 46614095 15132026 0 0 0 3144160 11987866 0 0 58601961 0 0 0 0 0 0 6875565 51726396 7130738 7275164 14905015 10427613 11987866 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 3000 Airbourne Rangers of the Korean War 15616 Putman Rd Rogers AR 727567875 None Public Charity General Fund 2000 Alley's House 4907 Spring Ave Suite 103 Dallas TX 75210 None Public Charity Empowers teen mothers and their children to achieve independence through support services, education and mentoring 5000 Alonzo Lunsford - American Airlines 14800 Frye Road Fort Worth TX 76155 None Public Charity Military travel expenses 523 Alzheimer's AWARE 3936 Maple Ave Ste 390 Dallas TX 75219 None Public Charity Medical research 1000 American Heart Association 105 Decker Court Ste 200 Irving TX 75062 None Public Charity Medical research 10000 Austin Street Center PO Box 710729 Dallas TX 75371 None Public Charity Programs for homeless families 20000 Bermuda Institute of Ocean Sciences 17 Biological Station St. Georges GE 01 BD None Public Charity Non-profit marine research and educational institute 50000 Booker T Washington High School of the Performing Arts PO Box 192648 Dallas TX 75219 None Public Charity Performing arts education 2500 Boy Scouts Circle Ten Council 8605 Harry Hines Blvd Dallas TX 75235 None Public Charity Provide programs to scouts 300000 Boys & Girls Club of Greater Dallas 4816 Worth Street Dallas TX 75246 None Public Charity Underwriting for Billiard Ball, benefiting Boys & Girls Club of Greater Dallas 5000 Boys & Girls Club of New York 287 East 10th Street New York NY 10009 None Public Charity Tribute to Elaine Langone 2500 Bryan's House PO Box 35868 Dallas TX 75235 None Public Charity General Fund 50000 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. 1400 Chase's Place 14210 Marsh Lane Addison TX 75001 None Public Charity Non-Profit school for students with developmental disabilities 5000 Children's Medical Center Foundation 2777 Stemmons at Inwood Suite 700 Dallas TX 75207 None public Charity Cyndi Bassel Award 5000 Children's Medical Center 2777 Stemmons Freeway Suite 1233 Dallas TX 75235 None Public Charity Medical research 5000 CIA Officers Memorial Foundation PO Box 405 Herndon VA 201720405 None Public Charity Sponsor of the CIA Officers Memorial Foundation fundraising dinner 10000 Circle of Support PO Box 398994 Dallas TX 75339 None Public Charity Summer learning program 35000 City Square 511 N Akard Street Ste 302 Dallas TX 75201 None Public Charity Social justice organization fighting the root causes of poverty 10000 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 Command and General Staff College Foundation Inc 100 Stimson Ave Ste 1149 Fort Leavenworth KS 66027 None Public Charity Fund Col. Arthur D. Simons Center for the Study of Interagency Cooperation 735000 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 28000 Crystal Charity Ball 30 Highland Park Village Ste 206 Dallas TX 75205 None Public Charity Aid & support to children's charities in Dallas County 10000 CurePSP 30 E Padonia Road Suite 201 Timonium MD 21093 None Public Charity Medical research 100000 Dallas Arboretum 8525 Garland Road Dallas TX 75218 None Public Charity General Fund 2500 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 Historical Society PO Box 150038 Dallas TX 75315 None Public Charity To explore, preserve, and instill appreciation for the diverse history of Dallas and Texas 1500 Dallas Museum of Art 1717 North Harwood Dallas TX 75201 None Public Charity Support for art programs 5081300 Dallas Symphony Association 2301 Flora Street Dallas TX 75201 None Public Charity Support for the performing arts 1011000 Devon Colbert Fund 385 South Goliad Rockwall TX 75087 None Public Charity Firefighters' Ball Sponsorship 1000 DFW Hospital Council Foundation 250 Decker Drive Irving TX 75062 None Public Charity Medical research 104866 Easter Seals PO Box 2667 Fort Worth TX 76113 None Public Charity Making a difference in the lives of children and adults with disabilities 500 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. 12200 Episcopal School of Dallas 4100 Merrell Road Dallas TX 75229 None Public Charity Education 50000 First Presbyterian Church of Greensburg 300 S Main Street Greensburg PA 15607 None Public Charity Building maintenance 65000 Friends of KERA 3000 Harry Hines Boulevard Dallas TX 75201 None Public Charity General Fund 5000 Friends of the Alzheimer's Disease Center 5323 Harry Hines Blvd Dallas TX 75390 None Public Charity Support of Alzheimers disease research. 2500 Friends of the Bermuda Maritime Museum Inc PO Box MA133 Sandy's BD None Public Charity Marine research 1000 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 21000 General Tommy Franks Leadership Institute and Museum PO Box 222 Hobart OK 73651 None Public Charity General Fund 3000 George C Marshall Foundation PO Box 1600 Lexington VA 22450 None Public Charity Marshall Foundation makes Marshall-related information and material from its extensive collections available to students, scholars and researchers 10000 GI Film Festival 2776 South Arlington Mill Drive Ste 810 Arlington VA 22206 None Public Charity General Fund 10000 Girl Scouts of Northeast Texas 6001 Summerside Dr Dallas TX 75252 None Public Charity Funding for 100th Anniversary Gala 625000 Goucher College 1021 Dulaney Valley Road Baltimore MD 21204 None Public Charity Liberal arts education that prepares students for a life of inquiry, creativity, and critical and analytical thinking 750000 Greater Dallas Veterans 4400 Williamsburg Road Dallas TX 75220 None Public Charity Support for 2012 Dallas Veterans Parade 5000 Happy Hill Farm 3846 North Highway 144 Granbury TX 76048 None Public Charity Education programs for underpriviledged kids 5000 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 Achievement 1201 West Executive Drive West Richardson TX 75081 None Public Charity Educating students to value free enterprise and economics 10000 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 Knights of Heroes Foundation 2796 Glendale Drive Loveland CO 80538 None Public Charity Outdoor adventure camp for the children of fallen military members 15000 Les Femmes du Monde 25 Highland Park Village 100-555 Dallas TX 75205 None Public Charity Women helping youth in health and education 500 LifeNet Community Behavioral Healthcare 9708 Skillman Dallas TX 75243 None Public Charity Empower people to rebuild and enhance their lives 25000 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 6000 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. 1000 Marine Corps Scholarship Foundation 909 N Washington Street Ste 400 Alexandria VA 22314 None Public Charity 50th New York Letherneck Scholarship Ball 5000 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 Momentum Texas 1402 Corinth Ste 115 Dallas TX 75215 None Public Charity Promoting non-profit entrepreneurship 5000 Mothers Against Teen Violence PO Box 150214 Dallas TX 75315 None Public Charity Research and implement best practices for teen violence prevention 5000 Mount Vernon Ladies' Association PO Box 110 Mount Vernon VA 22121 None Public Charity Capital campaign for Fred W. Smith National Library for the Study of George Washington 25000 Mt Vernon Library 3600 Mount Vernon Memorial Highway Mount Vernon VA 22121 None Public Charity Contribution of three canvas prints: George Washinton Crossing the Delaware, George Washington Prayer at Valley Forge, and George Washington portrait 324 Nasher Sculpture Center 2001 Flora Street Dallas TX 75201 None Public Charity Supporting the Arts 1000 National Alliance on Mental Illness 6510 Abrams Road Suite 568 Dallas TX 75231 None Public Charity Relieve effects of severe mental illnesses 5000 National Infantry Foundation PO Box 2823 Columbus GA 31902 None Public Charity Building fund for a new national infantry museum & soldier center 100000 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 40000 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. 25000 Nexus 8733 La Prada Drive Dallas TX 75228 None Public Charity Contribution to Women's Auxiliary of Nexus 2013 Spring Luncheon 2000 North Texas Food Bank 4500 S Cockrell Hill Road Dallas TX 75236 None Public Charity Food 4 Kids Backpack Program 10000 Notre Dame School 2018 Allen Street Dallas TX 75204 None Public Charity School for mentally challenged children from kindergarten to vocational grades 2500 NTCUSA PO Box 93977 Southlake TX 76092 None Public Charity Honoring Midshipmen and Cadets 5000 Perot Museum of Nature and Science PO Box 151469 Dallas TX 75315 None Public Charity Support for capital campaign 150000 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 6903 Presbyterian Communities and Services Foundation 6100 Colwell Blvd Suite 225 Irving TX 75039 None Public Charity Help support the the annual, capital and endowment needs of Presbyterian Communities and Services and its misistry to older adults in the Dallas area facing life-limiting illness. 1000 Prevent Blindness 3610 Fairmount Street Dallas TX 75219 None Public Charity Underwriting support of Eye Ball 2013 1000 Promise House 224 W Page Ave Dallas TX 75208 None Public Charity Emergency shelter, counseling, outreach, and education for teens 30000 Pure Hope 800 Compton Road Ste 9224 Cincinnati OH 45231 None Public Charity Program to promote sexual purity 100000 Reasoning Mind 3050 Post Oak Blvd Ste 1200 Houston TX 77056 None Public Charity Not for profit organization uitilizes online and face to face instruction in order for students to learn math. 125006 Renbrook School 2865 Albany Ave West Hartford CT 061171899 None Public Charity Richard H. & Barbara B McLeod Scholarship Fund 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 7500 Rotary Club of Dallas 1717 North Akard St Dallas TX 75201 None Public Charity Support for veterans and active duty military personnel 25000 SFA Chapter Dinner XI 18346 Fairway Oaks Square Leesburg VA 20176 None Public Charity Support of Special Forces and Special Operation Forces soldiers, wounded warriors and their families. 800 Sky Ranch 600 N Pearl Street Ste 640 LB 148 Dallas TX 75201 None Public Charity Military Family Camp 10000 SMU Maguire Center for Ethics PO Box 750460 Dallas TX 75275 None Public Charity Underwriting of 2013 J. Erik Jonsson Ethics Award Luncheon 2000 SMU Meadows School of the Arts PO Box 750356 Dallas TX 75275 None Public Charity Provide student scholarships recruiting the next generation of creative leadership to SMU and Dallas 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 James Place 352 Main Street Great Barrington MA 01230 None Public Charity Historic preservation of St. James Church 20000 St Philip's School and Community Center 1600 Pennsylvania Ave Dallas TX 75215 None Public Charity George T. Lee Scholarship 33000 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 Texarkana Police Department - Canine Unit 100 North Stateline Avenue Texarkana TX 75501 None Public Charity General Fund 500 Texas A&M University - Texarkana PO Box 5518 Texarkana TX 75505 None Public Charity Engineering Professorship Endowment 89326 Texas Discovery Gardens 3601 Martin Luther King Jr Blvd Dallas TX 75315 None Public Charity Destination where children and adults discover and learn to sustain the natural world. 5000 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 Council on Alcohol & Drug Abuse 1349 Empire Central Drive Suite 800 Dallas TX 75247 None Public Charity General Fund 2500 The Family Place PO Box 7999 Dallas TX 75209 None Public Charity Support for victims of family abuse 2500 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 32500 The Leukemia & Lymphoma Society 8111 LBJ Freeway Suite 425 Dallas TX 75251 None Public Charity Contribution to St. Valentine's Day Luncheon and Fashion Show 5000 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 30500 The Salvation Army 8787 N Stemmons Frwy Suite 800 Dallas TX 75247 None Public Charity Provide Support for Victims of Domestic Violence 150000 The Senior Source 3910 Harry Hines Blvd Dallas TX 75219 None Public Charity Underwriting of 2013 Spirit of Generations Awards Luncheon 1500 The Silent Warrior Fund 528 Main St 2 Avon By The Sea NJ 07717 None Public Charity Provide scholarships to former Reconnaissance Marines and their families 2000 The Sweetheart Ball 4612 North Versailles Ave Dallas TX 75209 None Public Charity Supports heart research at the University of Texas Southwestern Medical Center 10000 The Volunteer Center of North Texas 2800 Live Oak Street Dallas TX 75204 None Public Charity Offers programs that encourage youth to become community stakeholders with emphasis on service learning, leadership growth and development, civic engagement, academic reinforcement and career exploration. 5000 Treasure Street 2222 Welborn Street Dallas TX 75219 None Public Charity Medical research 25000 UDT & Seal Museum 3300 N Hwy A1A Fort Pierce FL 34949 None Public Charity Contribution of Thornton-Norris Statue 405457 Union Gospel Mission 3211 Irving Blvd Dallas TX 75247 None Public Charity General Fund 500 United States Air Force Academy 3116 Academy Drive Suite 200 USAFA CO 80840 None Public Charity Gen. Risner Military Scholar Fund 350000 United States Naval Academy Alumni Association 430 Lakewood Fairview TX 75069 None Public Charity Sponsor table for Annual Naval Academy Blue Chip Dinner 500 United Way of Metropolitan Dallas 1800 N Lamar Dallas TX 75202 None Public Charity Support of Humanitarian Programs in the Community 100000 University of Texas MD Anderson Cancer Center PO Box 301439 Houston TX 77230 None Public Charity Medical research 2100000 USO PO Box 96860 Washington DC 20077 None Public Charity General Fund 2500 UT Southwestern Medical Service Plan - Chad Snowden PO Box 845347 Dallas TX 75284 None Public Charity Military personel medical expenses 274 UTSW Medical Center 5323 Harry Hines Blvd Dallas TX 753909002 None Public Charity Medical research 2500 Visiting Nurse Association 1600 Viceroy Drive Suite 400 Dallas TX 75235 None Public Charity Advancing nonprofit home healthcare and hospice 2500 Walking Mountains - A Science Learning Center 82 East Beaver Creek Blvd Suite 202 Avon CO 81620 None Public Charity To raise environmental awareness and inspire stewardship 5000 Wednesday's Child 2801 Swiss Ave Ste 130 Dallas TX 75204 None Public Charity Bring hope and healing to children in foster care 10000 Westmoreland Cultural Trust 102 N Main Street Suite 232 Greensburg PA 15601 None Public Charity General Fund 1000 Westmoreland Museum of American Art 4764 State Route 30 Greensburg PA 15601 None Public Charity Support of the Arts 25000 World Affairs Council 325 North St Pail Street Suite 4200 Dallas TX 75201 None Public Charity Building bridges of global understanding and engagement in our community to create a more peaceful, tolerant and prosperous world 5000 14955379 0 14 578917 15 20624 78698 14 95350 0 694891 78698 773589 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 20189255 X Investment in Petrus Short Term Fund AT COST 71220433 71130503 Investment in Petrus Securities AT COST 4934980 6141674 Investment in Petrus Quantitative Strategies Fund AT COST 568952 529460 Legal Expenses 487 0 487 Russian Space Artifacts at Cost 4190768 4190768 4190768 Deposits 145000 0 0 Book/Tax difference 986 Insurance Expense 5746 0 5746 Bank Charges 513 513 0 Other Expenses 9063 0 9063 Telephone & Utilities 775 0 775 Petrus Short Term Fund LP 62531 62531 0 Petrus Quantitative Strategies Fund 490 490 0 Petrus Securities LP 30529 30529 0 Maintenance 585 0 585 Tax Exempt Income 78698 0 78698 Other Income - Petrus Quantitative Strategies Fund 6 6 6 Other Income - Petrus Securities 27637 27637 27637 Other Income - Petrus Quantitative Strategies Fund -2692 -2692 -2692 Other Income - Petrus Short Term Fund 673 673 673 Royalties -5000 -5000 -5000 Intercompany Payable 49 44 Tax on Net Investment Income 18000 0 0 Property Taxes 2162 0 2162 Payroll Taxes 7600 0 7600 Foreign Taxes - PETS 96 96 0