2025-11-24T16:00:43-06:00 2024-12-31 331197384 ANDERSEN TAX LLC 1717 WEST LOOP SOUTH SUITE 2000 HOUSTON TX 77027 990PF 2024-01-01 331211325 THE SMITH FAMILY FOUNDATION SMIT 8324634030 1717 WEST LOOP SOUTH SUITE 2000 HOUSTON TX 77027 THOMAS A SMITH PRESIDENT 8324634030 2025-11-24 1 0 DAVID G BOLLIS P00827857 8324634030 2024 2025-03-06 01:10:19Z X X 2211841 X 500276 43958 43958 478648 629700 478648 1022882 522606 0 0 0 0 0 7675 3838 0 0 5683 683 0 0 4268 4268 0 0 17626 8789 0 0 537984 537984 555610 8789 0 537984 467272 513817 0 161123 142624 142624 1227398 1265302 1513227 550000 550000 555716 946 274 274 1939467 1958200 2211841 0 0 X 1939467 1958200 0 0 0 0 1939467 1958200 1939467 1958200 1939467 467272 0 2406739 448539 1958200 PUBLICLY TRADED SECURITIES (HELD > 1 YEAR) 129216 103218 25998 25998 ALPHABET INC CLA A (3,308 SHS) 2012-01-31 2024-01-25 500484 47834 452650 452650 478648 0 7142 0 7142 0 7142 5273 0 0 0 5273 4 1873 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A THOMAS EVONNE SMITH 8324634030 1717 WEST LOOP SOUTH SUITE 2000 HOUSTON TX 77027 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS A SMITH 1717 WEST LOOP SOUTH SUITE 2000 HOUSTON TX 77027 DIRECTOR/PRESIDENT 1.00 0 0 0 EVONNE E SMITH 1717 WEST LOOP SOUTH SUITE 2000 HOUSTON TX 77027 DIRECTOR/SECRETARY/TREASURER 1.00 0 0 0 KYLE T SMITH 1717 WEST LOOP SOUTH SUITE 2000 HOUSTON TX 77027 DIRECTOR/VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 2027281 137576 0 2164857 0 0 2164857 32473 2132384 106619 106619 7142 7142 99477 0 99477 0 99477 537984 0 537984 99477 0 0 5870273 5870273 537984 0 0 0 99477 438507 0 0 6308780 0 0 0 0 0 0 0 6308780 5870273 438507 X OKOBOJI EDUCATION FOUNDATION 1205 7TH STREET MILFORD IA 51351 PC SCHOLARSHIP 10000 ARNOLDS PARK HIGH SCHOOL ALUMNI ASSOCIATION 1951 250TH STREET MILFORD IA 51351 PC SCHOLARSHIP 20000 VIBORG PUBLIC SCHOOL 209 WEST PARK AVENUE VIBORG SD 57070 PC SCHOLARSHIP 7500 IOWA STATE UNIVERSITY FOUNDATION 2505 UNIVERSITY BOULEVARD PO BOX 2230 AMES IA 500102230 PC SCHOLARSHIP 500484 537984 0 14 43958 18 478648 0 522606 0 522606 0 0 0 0 0 0 0 0 0 0 X X 1 THOMAS A SMITH 1717 WEST LOOP SOUTH SUITE 2000 HOUSTON TX 77027 500276 X 1 3,578 SHS ALPHABET INC CLA A STOCK 500276 2024-01-09 TAX PREPERATION FEES 7675 3838 0 0 BBH LIMITED DURATION FUND CL 550000 555716 ABBOTT LABORATORIES 12498 12103 ADOBE INC 13279 13340 AKRE FOCUS FUND 350000 354064 ALCON INC 7172 15705 ALPHABET INC CL A 3903 51111 ALPHABET INC CL C 2550 34089 AMAZON.COM INC 12238 17771 APPLIED MATERIALS INC 7830 6993 ARTHUR J GALLAGHER & CO 5865 18734 AUTOMATIC DATA PROCESSING INC 8918 10246 BBH PARTNER FUND - INTERNATIONAL EQUITY 213899 167230 BBH SELECT SERIES - MID CAP FUND CLASS 1 50000 52832 BERKSHIRE HATHAWAY INC-CL B 4240 30370 BOOKING HOLDINGS INC COM STK 7183 19874 CADENCE DESIGN SYS INC 3438 3906 CLARKSTON PARTNERS FUND FOUNDERS CLASS 213799 217921 COSTCO WHOLESALE CORP 3675 16493 GQG PART EMERG MKTS EQ-INST 115000 105806 GQG PART QLTY EQTY-INST 115000 141940 KLA CORPORATION 3789 17643 LINDE PLC COM STK 8827 22608 MASTERCARD INCORPORATED 12696 25802 MICROSOFT CORP 22817 30348 NIKE INC CL B 6962 7113 ORACLE CORP 5540 22663 OTIS WORLDWIDE CORPORATION COM 5968 5742 PROGRESSIVE CORP OHIO 5459 17971 S&P GLOBAL INC COM STK 8708 12451 TEXAS INSTRUMENTS INC 8891 9938 THERMO FISHER SCIENTIFIC INC 10728 12486 UNITEDHEALTH GROUP INC 6899 6576 WASTE MANAGEMENT INC 5183 18161 ZOETIS INC COM STK 2348 13197 ACCRUED INTEREST 673 274 274 PRE-PAID TAXES 273 DEEMED SALE - GAIN (LOSS) ADJUSTMENT 448539 INVESTMENT FEES 4268 4268 0 0 SEC. 4940 TAXES 5000 0 0 0 FOREIGN TAXES 683 683 0 0