2025-05-13T11:01:22-04:00 2024-12-31 346565596 ERNST & YOUNG US LLP 99 WOOD AVE SOUTH ISELIN NJ 08830 990PF 2024-01-01 760285403 WILSON CHARITABLE FOUND TR XXXXX1008 WILS 8004962583 10 S DEARBORN IL1-0111 CHICAGO IL 60603 KRYSTAL ZEC Vice President 8004962583 2025-05-09 true true HEATHER A HAWES P01379658 7327679100 2025-05-09 2024 2025-03-06 01:10:19Z X X 20864841 X 611566 611566 490662 2909247 490662 0 40984 40984 1143212 1143212 242982 135773 107209 0 0 0 0 0 0 2754 2754 0 0 12618 9790 0 0 0 4583 0 0 4583 0 0 11942 11942 274879 160259 0 111792 1171500 1171500 1446379 160259 0 1283292 -303167 982953 0 571075 77173 77173 177117 335326 335326 0 0 0 7939140 7419391 13398305 4380372 4881816 4815721 1532176 1562488 2135695 102621 14599880 14276194 20864841 0 X 14599880 14276194 14599880 14276194 14599880 14276194 14599880 -303167 25684 14322397 46203 14276194 582. SPDR TR UNIT SER 1 2014-05-30 2024-01-24 282486 112152 170334 170334 1547. VANGUARD TOTAL INTL BOND ETF 2023-06-26 2024-01-24 75184 75764 -580 -580 6238. VANGUARD TOTAL INTL BOND ETF 2024-01-24 303164 315696 -12532 -12532 3840. VANGUARD MORTGAGE-BACKED SEC 2024-01-29 176357 204653 -28296 -28296 3940. VANGUARD TOTAL INTL BOND ETF 2023-06-26 2024-03-07 193256 192960 296 296 35. VANGUARD INT-TERM CORPORATE 2023-12-12 2024-05-07 2779 2773 6 6 2490. VANGUARD INT-TERM CORPORATE 2023-12-12 2024-05-07 197736 197270 466 466 2520. JPMORGAN BETABUILDERS EUROPE ETF 2024-07-12 153703 133385 20318 20318 2071. JPMORGAN BETABUILDERS DEVELO 2024-07-12 104857 117715 -12858 -12858 11119.128 SIX CIRCLES US UNCONSTR EQ 2024-07-12 196475 157741 38734 38734 580. SPDR TR UNIT SER 1 2014-05-30 2024-10-07 329306 111766 217540 217540 8094.909 SIX CIRCLES US UNCONSTR EQ 2022-01-28 2024-10-07 146275 112276 33999 33999 179. JPMORGAN BETABUILDERS JAPAN ETF 2021-01-22 2024-12-10 10366 10279 87 87 1072. JPMORGAN BETABUILDERS JAPAN ETF 2021-01-22 2024-12-10 62080 61557 523 523 3328.436 SIX CIRCLES CREDIT OPPORT 2024-01-29 2024-12-10 29956 29290 666 666 21991.008 SIX CIRCLES CREDIT OPPORT 2024-12-10 197919 206223 -8304 -8304 6450. VANGUARD LONG-TERM TREASURY ETF 2024-01-24 2024-12-10 377281 377084 197 197 1. JPM ACCESS MULTI-STRATEGY FUND II RIC ENDOWMENTS & FOUNDATIONS & OT 2023-01-01 2024-12-31 30313 1 30312 30312 CAPITAL GAIN DIVIDENDS P 39754 CAPITAL GAIN DIVIDENDS P 39754 CAPITAL GAIN DIVIDENDS P 39754 CAPITAL GAIN DIVIDENDS P 39754 CAPITAL GAIN DIVIDENDS P 39754 CAPITAL GAIN DIVIDENDS P 39754 CAPITAL GAIN DIVIDENDS P 39754 CAPITAL GAIN DIVIDENDS P 39754 CAPITAL GAIN DIVIDENDS P 39754 CAPITAL GAIN DIVIDENDS P 39754 CAPITAL GAIN DIVIDENDS P 39754 CAPITAL GAIN DIVIDENDS P 39754 CAPITAL GAIN DIVIDENDS P 39754 CAPITAL GAIN DIVIDENDS P 39754 CAPITAL GAIN DIVIDENDS P 39754 CAPITAL GAIN DIVIDENDS P 39754 CAPITAL GAIN DIVIDENDS P 39754 CAPITAL GAIN DIVIDENDS P 39754 490662 13663 0 13663 0 13663 6084 0 0 6084 X 0 7579 0 0 false false false false false false false true true TX true false false false false true JP MORGAN CHASE BANK NA 8004962583 10 S DEARBORN ST MC IL 1-0111 CHICAGO IL 60603 false false false false true false false false false false false false false false false false false false false false false false JP MORGAN CHASE BANK NA 10 S DEARBORN ST MC IL 1-0111 CHICAGO IL 60603 TRUSTEE 2 177982 JAMES L GASPARD 6106 MCCOMMAS BLV DALLAS TX 75214 TRUSTEE 1 9500 TIMOTHY R VAUGHAN 1445 ROSS AVENUE STE 2400 DALLAS TX 75214 TRUSTEE 1 9500 DR J DENTON DEWITT 7509 E LAKE DR MURCHISON TX 75778 TRUSTEE 1 9500 DINAH GASPARD 6106 MCCOMMAS BLVD DALLAS TX 75214 TRUSTEE 1 9500 FONDA DEWITT 7509 EAST LAKE DR MURCHISON TX 75778 TRUSTEE 1 9500 ANGELA ANDERSON VAUGHAN 3008 WESTMINSTER AVE DALLAS TX 75205 TRUSTEE 1 8000 JULIANNA VAUGHAN 114 RODRIGUEZ ST SANTA FE NM 87501 TRUSTEE 1 9500 NONE 0 NONE 0 20075164 705632 102621 20883417 0 0 20883417 313251 20570166 1028508 1028508 13663 13663 1014845 3989 1018834 0 1018834 1283292 0 0 0 0 1283292 1018834 1146980 0 0 0 0 0 0 0 1283292 1146980 0 0 136312 0 0 0 0 0 0 0 0 882522 0 0 0 0 0 0 0 0 NONE NONE X UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER BOX 45025 LUBBOCK TX 79409 NONE PC GENERAL 210000 THE OSTEOSARCOMA INSTITUTE 3963 MAPLE AVENUE SUITE 390 DALLAS TX 75219 NONE PC GENERAL 261500 RETINA FOUNDATION OF THE SOUTHWEST 9600 NORTH CENTRAL EXPRESSWA SUITE DALLAS TX 75231 NONE PC GENERAL 500000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA BCM 200 HOUSTON TX 77030 NONE PC GENERAL 200000 1171500 14 611566 18 490662 ROYALTY INCOME 15 40984 1143212 1143212 false false false false false false false false false false 92206C771 VANGUARD MORTGAGE-BA 645316 632266 83002G702 SIX CIRCLES GLOBAL B 1065119 1001624 83002G884 SIX CIRCLES CREDIT O 826990 847449 921937835 VANGUARD TOTAL BOND 977496 958560 92203J407 VANGUARD TOTAL INTL 660982 665854 92206C870 VANGUARD INT-TERM CO 358493 363222 46435U853 ISHARES BROAD USD HI 347420 346746 78462F103 SPDR S&P 500 ETF TRU 1699042 5989738 315911750 FIDELITY 500 INDEX F 664033 1126083 83002G306 SIX CIRCLES US UNCON 1590765 2611347 83002G405 SIX CIRCLES INTL UNC 1639867 1702480 315911727 FIDELITY INTL INDX-I 406140 401026 46641Q191 JPMORGAN BETABUILDER 236981 248282 46641Q217 JPMORGAN BETABUILDER 521425 607632 46641Q233 JPMORGAN BETABUILDER 288891 273000 46641Q225 JPMORGAN BETABUILDER 372247 438717 325691947 CLAYTON, DUBILIER & AT COST 1213 HEBLAAAK6 BLACKSTONE PARTNERS AT COST 750004 1359277 HFGAPBWF1 JPM ACCESS MULTI-STR AT COST 812484 775205 XXX-XX-XXXX J CALVIT LGE BRAZORI 0 1 XXX-XX-XXXX TE&L CO SVY YOUNG CO 0 151 XXX-XX-XXXX 82 AC J THOMAS CHERO 0 1 XXX-XX-XXXX 85 AC J THOMAS CHERO 0 1 XXX-XX-XXXX 335 AC J THOMAS CHER 0 1 XXX-XX-XXXX 11 AC E C ALLISON CH 0 1 XXX-XX-XXXX 185 AC E C ALLISON C 0 1 XXX-XX-XXXX 80 AC E C ALLISON CH 0 1 XXX-XX-XXXX 7 AC E C ALLISON CHE 0 1 XXX-XX-XXXX CHEROKEE CO TX S/D O 0 1 XXX-XX-XXXX 50 AC E C ALLISON CH 0 1 XXX-XX-XXXX 103 AC J A NAUDAIN K 0 1 XXX-XX-XXXX 103 AC J A NAUDAIN K 0 1 XXX-XX-XXXX 182.71 ACRES IN NAUD 0 1 XXX-XX-XXXX 311 AC J A NAUDAIN K 0 1 XXX-XX-XXXX 127 AC J HERIN SVY S 0 1 XXX-XX-XXXX 220AC J A CARO SVY S 0 3949 XXX-XX-XXXX J HAMILTON SVY SMITH 0 1 XXX-XX-XXXX 79 AC J HERIN SVY SM 0 1 XXX-XX-XXXX 4 AC SMITH CO TX 8/2 0 1 XXX-XX-XXXX 100 AC SMITH CO TX 1 0 15675 XXX-XX-XXXX 65 AC SMITH CO TX 9/ 0 1 XXX-XX-XXXX 105 AC SMITH CO TX W 0 1 XXX-XX-XXXX 250 AC SMITH CO TX D 0 1 XXX-XX-XXXX 35 AC SMITH CO TX DE 0 1 XXX-XX-XXXX 50 AC G BAYNE SMITH 0 1 XXX-XX-XXXX 112 AC G BAYNE SMITH 0 1 XXX-XX-XXXX 102 AC G BAYNE SVY S 0 1 XXX-XX-XXXX 133.4AC MILLER SVY S 0 1 XXX-XX-XXXX 122 AC HAMILTON SVY 0 1 XXX-XX-XXXX 220 AC HAMILTON SVY 0 1 XXX-XX-XXXX 5 AC HAMILTON SVY SM 0 1 XXX-XX-XXXX 39 AC SANDERS SVY SM 0 1 XXX-XX-XXXX 220 AC SANDERS SVY S 0 1 XXX-XX-XXXX 30 AC SANDERS SVY SM 0 1 XXX-XX-XXXX 115 AC SANDERS SVY S 0 1 XXX-XX-XXXX 141 AC J HERIN SVY S 0 1 XXX-XX-XXXX 178 AC J HERIN SVY S 0 1 XXX-XX-XXXX 34 AC J HERIN SVY SM 0 1 XXX-XX-XXXX 106 AC J HERIN SVY S 0 1 XXX-XX-XXXX 117 AC J HERIN SVY S 0 1 XXX-XX-XXXX 53.88A COLWELL SVY S 0 1 XXX-XX-XXXX J RECTOR SVY SMITH C 0 1152 XXX-XX-XXXX 1 AC J HERIN SVY SMI 0 1 XXX-XX-XXXX 35 AC SMITH CO TX 20 0 1 XXX-XX-XXXX 102 A (POSSIBLY 200A 0 1 XXX-XX-XXXX 375A PL TRIMBLE SVY 0 16 XXX-XX-XXXX 14.3AC I WELDON SVY 0 689 XXX-XX-XXXX 10AC VICKERY SVY SMI 0 1 XXX-XX-XXXX B L DUPHREY SVY SMIT 0 1 XXX-XX-XXXX 648 AC SMITH CO TX S 0 1 XXX-XX-XXXX 626 AC SMITH CO TX S 0 22166 XXX-XX-XXXX 644 AC SMITH CO TX S 0 4209 XXX-XX-XXXX 80 AC SMITH CO TX SM 0 667 XXX-XX-XXXX 20.934 ACRES IN HENR 0 1 XXX-XX-XXXX J WOMACK SVY RUSK CO 0 1 XXX-XX-XXXX I&GN RR CO SVY WEBB 0 41422 XXX-XX-XXXX D&W RR CO SVY HOUSTO 0 1 XXX-XX-XXXX W BARNETT SVY ANDERS 0 1 XXX-XX-XXXX THOMAS SVY ETC CHERO 0 1 XXX-XX-XXXX B LAFFERTY LGE SMITH 0 11089 XXX-XX-XXXX 38.15 ACS., MORE OR 0 1385 XXX-XX-XXXX TRACT 1: 5000 +/- AC 0 1 MINERAL INTEREST 0 0 RETURN OF CAPITAL ADJUSTMENT 26107 ROUNDING 8 2024 TRANSACTION POSTED IN 2025 20088 MINERAL INT-PRODUCTION TAX 692 692 0 MINERAL INT-AD VALOREM TAX 1478 1478 0 ROYALTY-OTHER EXPENSES 9772 9772 0 ROYALTY INCOME 40984 40984 2023 TRANSACTION POSTED IN 2024 21695 RECOVERY OF CHARITABLE DISTRIBUTIONS 3989 INVESTMNT MNGMNT FEES (NON-DED 2754 2754 FEDERAL ESTIMATES - INCOME 2828 0 0 FOREIGN TAXES ON QUALIFIED FOR 8100 8100 0 FOREIGN TAXES ON NONQUALIFIED 1690 1690 0