2023-07-06T09:49:28-05:00 2022-12-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990PF 2022-01-01 750992690 TJ BROWN & CA LUPTON FOUNDATION TJBR 8177381804 PO BOX 1629 FORT WORTH TX 761011629 CHARLES GEREN DIRECTOR 8177381804 2023-06-26 1 CHARLES GEREN 999009999 1 EMILY LANDRY P01614538 8172599100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 48027794 X X 12706 12706 936276 936276 1736266 3967616 1736266 22144 22144 2707392 2707392 18800 4700 14100 58900 35450 23450 343268 343268 0 44317 12185 0 1129 0 1129 14343 0 14343 404 101 303 481161 395704 53325 2652500 2652500 3133661 395704 2705825 -426269 2311688 254743 417332 417332 1108040 1584496 1585391 30355 24964 30355 30355 27953132 26867596 45928284 5420 5420 0 0 66432 29340879 28899779 48027794 20500 20500 26140 11309 46640 31809 X 0 0 0 0 29294239 28867970 29294239 28867970 29340879 28899779 29294239 -426269 0 28867970 0 28867970 PUBLICLY TRADED SECURITIES P 3967616 2231350 1736266 1736266 1736266 32132 0 32132 0 32132 31306 0 1000 0 32306 X 56 118 118 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A CHARLES GEREN 8177381804 PO BOX 1629 FORT WORTH TX 761011629 0 0 0 0 1 0 0 0 0 1 2021 1 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES LUPTON GEREN PO BOX 1629 FORT WORTH TX 76101 DIRECTOR 1.00 4000 0 0 KIT TENNISON MONCRIEF PO BOX 1629 FORT WORTH TX 76101 DIRECTOR 1.00 4000 0 0 LEE LUPTON TENNISON PO BOX 1629 FORT WORTH TX 76101 DIRECTOR 1.00 4000 0 0 MARY TAVENER HOLMES PO BOX 1629 FORT WORTH TX 76101 DIRECTOR 1.00 4800 0 0 WILLIAM E TUCKER PO BOX 1629 FORT WORTH TX 76101 DIRECTOR 1.00 2000 0 0 NONE 0 LUTHER KING CAPITAL MANAGEMENT 301 COMMERCE ST 1600 FORT WORTH TX 76102 INVESTMENT MANAGEMENT FEES 101691 BANK OF AMERICA PO BOX 830269 DALLAS TX 75283 INVESTMENT MANAGEMENT FEES 72874 BANK OF NY MELLON PO BOX 2034 JERSEY CITY NJ 07303 INVESTMENT MANAGEMENT FEES 67317 0 NONE 0 NONE 0 0 0 51747217 259334 94798 52101349 0 0 52101349 781520 51319829 2565991 2565991 32132 32132 2533859 0 2533859 0 2533859 2705825 0 2705825 2533859 2706125 0 0 2705825 2705825 0 0 0 0 0 0 0 0 0 0 300 2533859 0 0 0 CHARLES GEREN PO BOX 1629 FORT WORTH TX 76101 8177381804 WRITTEN APPLICATION ONLY NONE CHARITABLE PURPOSES WITHIN THE UNITED STATES AMON CARTER MUSEUM OF AMERICAN ART 3501 CAMP BOWIE BLVD FORT WORTH TX 76107 NONE PUBLIC CHARITABLE 20000 FORT WORTH MUSEUM OF SCIENCE AND HISTORY 1600 GENDY ST FORT WORTH TX 76107 NONE PUBLIC EDUCATIONAL 25000 FORT WORTH ZOOLOGICAL ASSOCIATION INC 1989 COLONIAL PKWY FORT WORTH TX 76110 NONE PUBLIC CHARITABLE 100000 MULTIPURPOSE ARENA FORT WORTH 1911 MONTGOMERY ST FORT WORTH TX 76107 NONE PUBLIC CHARITABLE 250000 SAVING HOPE FOUNDATION 5500 CARUTH HAVEN LN DALLAS TX 75225 NONE PUBLIC PREVENTION OF CRUELTY AND ABUSE 50000 SECOND STAGE THEATRE 305 W 43RD ST NEW YORK NY 10036 NONE PUBLIC CULTURAL 35000 TCU - RALPH LOWE ENERGY INSTITUTE TCU BOX 297140 FORT WORTH TX 76129 NONE PUBLIC EDUCATIONAL 100000 THE OLD JAIL ART CENTER 201 S 2ND ST ALBANY TX 76430 NONE PUBLIC CHARITABLE 25000 UT SOUTHWESTERN MEDICAL CENTER 3889 MAPLE AVE STE 100 DALLAS TX 75219 NONE PUBLIC CHARITABLE 500000 ZACH THEATRE 1510 TOOMEY RD AUSTIN TX 78704 NONE PUBLIC CULTURAL 20000 1125000 UT SOUTHWESTERN MEDICAL CENTER 3889 MAPLE AVE STE 100 DALLAS TX 75219 NONE PUBLIC CHARITABLE 500000 500000 14 12706 14 936276 15 22144 18 1736266 0 2707392 0 2707392 0 0 0 0 0 0 0 0 0 0 AUDIT AND TAX RETURN PREPARATION 34900 17450 17450 BOOKKEEPING 24000 18000 6000 NONE 0 BANK OF AMERICA AGENCY 6434657 8195514 JP MORGAN CHASE BANK AGENCY 12605733 24597764 MERRILL LYNCH - MUTUAL FUND 699634 854578 BANK OF NY MELLON 7127572 12280428 MINERAL INTERESTS 12056 12056 66432 ACCUMULATED DEPLETION -12056 -12056 OFFICE EXPENSE 404 101 303 OIL AND GAS ROYALTIES 22144 22144 22144 FEDERAL EXCISE TAX PAYABLE 26140 11309 INVESTMENT MANAGEMENT FEE 343268 343268 0 EXCISE TAXES 32132 0 0 FOREIGN TAXES 11114 11114 0 AD VALOREM TAXES 1071 1071 0