2026-05-26T16:08:46-05:00 2025-12-31 205861398 HSPG AND ASSOCIATES PC 5400 NORTH GRAND BLVD STE 330 OKLAHOMA CITY OK 73112 990PF 2025-01-01 810739083 THE ANN C AND JOHN A HENRY III FOUNDATION ANNC 4054780601 PO BOX 14586 OKLAHOMA CITY OK 731130586 JOHN A HENRY IV PRESIDENT/TREASURER 4054780601 2026-05-13 1 KERRY MORTON P01077381 4058449995 2026-05-13 2025 2025-03-06 01:10:19Z X 1263677 X 100000 885 885 12633 12633 0 113518 13518 0 0 0 1225 147 0 470 270 0 25 3 0 1720 420 0 46700 46700 48420 420 46700 65098 13098 58946 81600 81600 3332 2389 2389 2649 2649 2649 580868 621606 1177039 643146 708244 1263677 0 0 X 0 0 0 0 643146 708244 643146 708244 643146 708244 643146 65098 0 708244 0 708244 182 0 182 0 182 232 0 0 0 232 0 50 50 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 1 0 0 1 N/A FOUNDATION TREASURER 4054780601 PO BOX 14586 OKLAHOMA CITY OK 73113 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN A HENRY III 1717 MAIN STREET SUITE 2600 DALLAS TX 75201 CHAIRMAN OF THE BOARD 1.00 0 0 0 JOHN A HENRY IV 1717 MAIN STREET SUITE 2600 DALLAS TX 75201 PRESIDENT/TREASURER 0.50 0 0 0 JENNIFER SILLINGS PO BOX 14586 OKLAHOMA CITY OK 73113 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION IS ORGANIZED TO PROVIDE THE FOLLOWING SERVICES: A) TO PROMOTE, PROVIDE OR CONTRIBUTE TO COMMUNITY PROGRAMS ON THE BASIS OF CHARITABLE PRINCIPLES; AND, B) TO PROMOTE, PROVIDE OR CONTRIBUTE TO ORGANIZATIONS OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WITHIN THE UNITED STATES OR ANY OF ITS POSSESSIONS. AS SUCH, THE FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED.FOR THE CALENDAR YEAR ENDING DECEMBER 31, 2024, THE FOUNDATION MADE CHARITABLE CONTRIBUTIONS TO SUPPORT VARIOUS ACADEMIC SCHOLARSHIPS AND OTHER EDUCATIONAL ACTIVITIES. 0 0 1046208 47918 0 1094126 0 0 1094126 16412 1077714 53886 53886 182 182 53704 0 53704 0 53704 46700 0 46700 53704 0 0 6220 6220 46700 0 0 0 46700 0 6220 6220 0 0 0 0 0 784 0 0 0 JOHN A HENRY III X CASADY SCHOOL 9500 N PENNSYLVANIA AVE OKLAHOMA CITY OK 73120 N/A NC TO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO PROVIDE EDUCATIONAL ASSISTANCE TO ITS STUDENTS DURING THE YEAR. 500 CATCH UP AND READ 12222 MERIT DRIVE SUITE 110 DALLAS TX 75251 N/A NC TO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO HELP CHILDREN LEARN TO READ. 1000 DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 037554400 N/A NC TO SUPPORT GENERAL EDUCATION EFFORTS. 20500 FRIENDS OF THE HIGHLAND PARK LIBRARY 4700 DREXEL DRIVE HIGHLAND PARK TX 752053198 N/A NC TO SUPPORT THE ORGANIZATION IN ITS MISSION TO SUPPORT THE LIBRARY IN ITS EDUCATIONAL, SOCIAL AND CULTURAL ROLE IN THE COMMUNITY. THE ORGANIZATION HAS FUNDED EDUCATIONAL PROGRAMS, SUMMER READING PROGRAMS, CHILDREN'S SPECIAL EVENTS, AND MANY OTHER EFFORTS. 100 HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 49242 N/A NC TO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO PROVIDE EDUCATIONAL ASSISTANCE TO ITS STUDENTS DURING THE YEAR. 500 INTERNATIONAL DYSLEXIA ASSOCIATION 1829 REISTERSTOWN RD STE 350 PIKESVILLE MD 21208 N/A NC FOR SUPPORT OF THIS ORGANIZATION WHICH ASSISTS STUDENTS WITH DYSLEXIA. 1000 LANDMARK COLLEGE 19 RIVER ROAD SOUTH PUTNEY VT 05346 N/A NC TO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO PROVIDE EDUCATIONAL ASSISTANCE TO ITS STUDENTS DURING THE YEAR. 500 LEARNING ALLY PO BOX 346 ALLENWOOD NJ 08720 N/A NC FOR SUPPORT OF THIS ORGANIZATION WHICH PROVIDES RESOURCES TO STUDENTS WHO ARE BLIND, VISUALLY IMPAIRED OR HAVE DYSLEXIA. 100 NEEMA HURUMA FOUNDATION 600 N PEARL ST SUITE 2350 DALLAS TX 75201 N/A NC TO SUPPORT THE SCHOOL IN ITS EDUCATIONAL EFFORTS AS NEEDED. 750 SMU OFFICE OF DEVELOPMENT BRIDWELL INSTITUTE OF ECONOMICS PO BOX 750402 DALLAS TX 752750333 N/A NC TO BENEFIT THE SMU BRIDWELL INSTITUTE OF ECONOMICS IN ITS EDUCATIONAL EFFORTS. 14000 SMU OFFICE OF DEVELOPMENT MEADOWS MUSEUM PO BOX 750402 DALLAS TX 752750333 N/A NC TO SUPPORT THIS ENTITY IN ITS EFFORTS TO ADVANCE EXCELLENCE IN EDUCATION, SCHOLARSHIP AND ARTISTIC EXPRESSION. 5000 THE LEADERSHIP INSTITUTE 1101 NORTH HIGHLAND STREET ARLINGTON VA 22201 N/A NC TO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO PROVIDE EDUCATIONAL ASSISTANCE TO ITS STUDENTS DURING THE YEAR. 250 TOWN OF TUFTONBORO SCHOLARSHIP FUND PO BOX 98 CENTER TUFTONBORO NH 03816 N/A NC TO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO PROVIDE ACADEMIC SCHOLARSHIPS TO WORTHY APPLICANTS. 500 UNIVERSITY OF MIAMI PO BOX 025388 MIAMI FL 33102 N/A NC TO SUPPORT THE SCHOOL IN ITS EDUCATIONAL EFFORTS AS NEEDED. 500 UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7458 AUSTIN TX 787137458 N/A NC TO SUPPORT THE SCHOOL IN ITS EDUCATIONAL EFFORTS AS NEEDED. 500 WAKE FOREST UNIVERSITY 1834 WAKE FOREST ROAD WINSTONSALEM NC 27106 N/A NC TO SUPPORT THE SCHOOL IN ITS EDUCATIONAL EFFORTS AS NEEDED. 500 WASHINGTON AND LEE UNIVERSITY 204 W WASHINGTON STREET LEXINGTON VA 24450 N/A NC TO SUPPORT THE SCHOOL IN ITS EDUCATIONAL EFFORTS AS NEEDED. 500 46700 0 14 885 14 12633 0 13518 0 13518 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN A HENRY III 1717 MAIN STREET SUITE 2600 DALLAS TX 75201 100000 X TAX PREP FEE 1225 147 0 MORGAN STANLEY: SPDR S&P 500 ETF TRUST (SPY) AT COST 248359 536671 MORGAN STANLEY: ISHARES RUSSELL 2000 ETF (IWM) AT COST 129987 175512 MORGAN STANLEY: VANGUARD FTSE EUROPE ETF (VGK) AT COST 78007 122071 MORGAN STANLEY: INVESCO QQQ TRUST, SERIES 1 (QQQ) AT COST 165253 342785 BANK FEES 25 3 0 JOHN A HENRY III 1717 MAIN STREET SUITE 2600 DALLAS TX 75201 EXCISE TAX ON NET INVESTMENT INCOME $ PD CY 200 0 0 FOREIGN TAXES ON INVESTMENT INCOME PAID 270 270 0