2026-09-03T14:11:02-05:00 2025-12-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990PF 2025-01-01 752806927 THE BYRON NELSON FOUNDATION BYRO 8174301336 778 ELEVEN STRAIGHT LANE ROANOKE TX 76262 PEGGY NELSON-JAROS 817-430-1336 2026-08-29 1 JUSTIN W REEVES P01248048 9724901970 2025 X 12126099 X X 115297 115297 215046 215046 431875 2499233 431875 907 907 763125 763125 0 0 0 3938 1969 1969 50634 50634 0 5791 5791 0 2225 2225 0 62588 60619 1969 400000 400000 462588 60619 401969 300537 702506 509071 427923 427923 7629323 7852033 8896014 2635910 2769337 2802162 10774304 11049293 12126099 0 0 X 0 0 0 0 10774304 11049293 10774304 11049293 10774304 11049293 10774304 300537 0 11074841 25548 11049293 STCG FROM PASSTHROUGH P 27754 27754 27754 LTCG FROM PASSTHROUGH P 295097 295097 295097 SALES OF PUBLICLY TRADED SECURITIES P 186529 180199 6330 6330 SALES OF PUBLICLY TRADED SECURITIES P 1816869 1887159 -70290 -70290 CAPITAL GAINS DIVIDENDS P 172984 172984 172984 431875 9765 0 9765 0 9765 9894 0 10000 0 19894 0 10129 10129 0 0 0 0 0 0 0 0 0 0 0 0 1 TX 1 0 0 0 0 1 N/A PEGGY NELSON-JAROS 8174301336 778 ELEVEN STRAIGHT LANE ROANOKE TX 76262 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PEGGY NELSON-JAROS 778 ELEVEN STRAIGHT LANE ROANOKE TX 76262 PRESIDENT/DIRECTOR 0.00 0 0 0 JON M BRADLEY 680 LAKERIDGE DR FAIRVIEW TX 75069 SECY/TREASURER/DIRECTOR 0.00 0 0 0 JOHN WILBANKS JR 3301 CAMBRIDGE CT COLLEYVILLE TX 76034 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 11039318 533732 0 11573050 0 0 11573050 173596 11399454 569973 569973 9765 9765 560208 0 560208 0 560208 401969 0 401969 560208 0 0 233060 233060 401969 0 0 0 401969 0 158239 158239 74821 0 0 0 0 0 0 74821 0 X ABILENE CHRISTIAN UNIVERSITY ACU BOX 27916 ABILENE TX 796997916 PC PROGRAM SUPPORT 50000 COLLEGE GOLF FELLOWSHIP 5098 FOOTHILLS BLVD STE 3-138 ROSEVILLE CA 95747 PC PROGRAM SUPPORT 25000 FIRST TEE OF FORT WORTH PO BOX 4767 FORT WORTH TX 76164 PC PROGRAM SUPPORT 40000 FIRST TEE OF GREATER DALLAS 16200 ADDISON RD STE 255 ADDISON TX 75001 PC PROGRAM SUPPORT 40000 HEARTS FOR HOMES 826 E MCKINNEY ST DENTON TX 76209 PC PROGRAM SUPPORT 20000 SALESMANSHIP CLUB CHARITABLE GOLF OF DALLAS INC 106 EAST TENTH ST DALLAS TX 75203 PC PROGRAM SUPPORT 100000 THE HILLS CHURCH 6300 NE LOOP 820 NORTH RICHLAND HILLS TX 761807899 PC PROGRAM SUPPORT 100000 VALIANT HEARTS PO BOX 92511 SOUTHLAKE TX 76092 PC PROGRAM SUPPORT 25000 400000 0 14 115297 14 215046 14 907 18 431875 0 763125 0 763125 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3938 1969 1969 WESTWOOD BOND FUNDS 2769337 2802162 FIDELITY INVESTMENT STOCKS 45900 101488 WESTWOOD STOCK FUNDS 7806133 8794526 TIMING AND OTHER DIFFERENCES 25548 PORTFOLIO DEDUCTIONS 2225 2225 0 OTHER PORTFOLIO INCOME FROM PASSTHROUGHS 907 907 907 INVESTMENT MANAGEMENT FEES 50634 50634 0 FOREIGN TAXES 5791 5791 0