2026-04-30T10:25:22-05:00 2025-12-31 752916499 DANIELS & ERICKSON PC 5323 SPRING VALLEY ROAD SUITE 250 DALLAS TX 75254 990PF 2025-01-01 752768325 POSEY FAMILY FOUNDATION POSE 8432243399 1722 ROUTH STREET 720 DALLAS TX 75201 TRUMAN SMITH PRESIDENT 8432243399 2026-04-28 1 MARIA LOZANO P00747984 2147508985 2026-04-28 2025 2025-03-06 01:10:19Z X 10971137 X X 287272 287272 527628 3463743 527628 814900 814900 0 0 0 4370 2185 2185 43443 43443 0 4530 4530 0 52343 50158 2185 2288000 2288000 2340343 50158 2290185 -1525443 764742 754921 703724 703724 6456903 6080831 6080831 4549752 4186582 4186582 11761576 10971137 10971137 0 0 X 0 0 12479766 12479766 -718190 -1508629 11761576 10971137 11761576 10971137 11761576 -1525443 735004 10971137 0 10971137 ST COVERED SCHWAB #3649 2025-01-01 2025-12-31 310359 316381 -6022 -6022 LT COVERED SCHWAB #3649 2024-01-01 2025-12-31 3136889 2619734 517155 517155 CAPITAL GAIN DISTRIBUTIONS SCHWAB #3649 2024-01-01 2025-12-31 16495 16495 16495 527628 10630 0 10630 0 10630 7600 0 0 0 7600 0 3030 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A TIM SMITH 8432243399 1722 ROUTH STREET STE 720 DALLAS TX 75201 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TIM SMITH 1722 ROUTH STREET STE 720 DALLAS TX 75201 PRESIDENT 2.50 0 0 0 DAN AHEARN 1722 ROUTH STREET STE 720 DALLAS TX 75201 DIRECTOR 0.30 0 0 0 SALLY POSEY 1722 ROUTH STREET STE 720 DALLAS TX 75201 DIRECTOR 1.00 0 0 0 JENNIFER P AHEARN 1722 ROUTH STREET STE 720 DALLAS TX 75201 SECRETARY 0.30 0 0 0 DONALD KEY 1722 ROUTH STREET STE 720 DALLAS TX 75201 DIRECTOR 0.30 0 0 0 NONE 0 NONE 0 0 11003410 283850 0 11287260 0 0 11287260 169309 11117951 555898 555898 10630 10630 545268 0 545268 0 545268 2290185 0 2290185 545268 0 0 77548 1747358 1868816 1926481 5620203 2290185 0 0 0 545268 1744917 0 0 7365120 0 0 0 0 0 0 77548 7287572 1747358 1868816 1926481 1744917 SALLY POSEY X ANDY RODDICK FOUNDATION 8509 FM 969 BLDG 509 AUSTIN TX 78724 NONE PC PROGRAMS SUPPORTING OUT-OF-SCHOOL PROGRAMMING AND CAREGIVER SUPPORT 100000 DALLAS SYMPHONY ORCHESTRA 2301 FLORA STREET DALLAS TX 75201 NONE PC YOUNG STRINGS AND YOUNG MUSICIANS PROGRAM 70000 DESIGN CONNECT CREATE 8150 N CENTRAL EXPRESSWAY SUITE 1200 DALLAS TX 75206 NONE PC GENERAL FUND 100000 GIRL SCOUTS OF NORTHEAST TEXAS 6001 SUMMERSIDE DRIVE DALLAS TX 75252 NONE PC COMMUNITY PARTNERSHIP SUMMER EXPERIENCE PROGRAMMING. COMMUNITY PARTNERSHIP PROGRAMMING. 175000 JEREMIAH PROGRAM 1200 PAUL TERESA SALDANA ST AUSTIN TX 78702 NONE PC SUPPORT FOR HOUSING AND PROGRAM EXPENSES FOR FAMILIES OF JEREMIAH PROGRAM AUSTIN 200000 LITERACY ACHIEVES PO BOX 150390 DALLAS TX 75315 NONE PC EARLY CHILDHOOD EDUCATION PROGRAM AND THE STUDENT SERVICES PROGRAM. 200000 MI ESCUELITA PRESCHOOL PO BOX 191487 DALLAS TX 75219 NONE PC TO SUPPORT EARLY CHILDHOOD EDUCATION AND TUITION ASSISTANCE PROGRAM 200000 NORTH TEXAS FOOD BANK 4500 S COCKRELL HILL ROAD DALLAS TX 75236 NONE PC PROGRAMS WITHIN THE FEEDING CHILDREN STRATEGY 350000 TRINITY EPISCOPAL SCHOOL 3901 BEE CAVE RD AUSTIN TX 78746 NONE PC SHINE PROGRAM FOR UNDER-RESOURCED COMMUNITIES IN AUSTIN, TEXAS. 75000 YOUNG WOMEN'S PREPARATORY NETWORK 1722 ROUTH STREET SUITE 720 DALLAS TX 75201 NONE PC COLLEGE SCHOLARSHIP FOR QUALIFYING GRADUATES OF YWPN NETWORK SCHOOLS AND GENERAL FUND 818000 2288000 0 14 287272 18 527628 0 814900 0 814900 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4370 2185 2185 FIXED INCOME INVESTMENTS 4186582 4186582 EQUITY INVESTMENTS 6080831 6080831 UNREALIZED GAIN ON INVESTMENTS 735004 INVESTMENT MANAGEMENT FEES 43443 43443 0 FOREIGN TAX 4530 4530 0