2025-05-14T20:02:51-05:00 2024-12-31 742693129 THEKFORDGROUP 8620 N NEW BRAUNFELS STE 300 SAN ANTONIO TX 78217 990PF 2024-01-01 934201893 SUZANNE ALLFORD WADE FOUNDATION SUZA 2107257252 324 GENESEO RD SAN ANTONIO TX 78209 SUZANNE A WADE DIRECTOR 2107257252 2025-05-14 1 1 KIMBERLY C FORD P00167109 2103408351 2024 2025-03-06 01:10:19Z X 1921586 X X 23927 23927 42701 42701 19686 577303 19686 86314 86314 100000 50000 50000 10030 0 0 2450 1225 0 8171 4325 3846 9809 8631 1178 130460 64181 55024 128333 128333 258793 64181 183357 -172479 22133 1488781 49139 49139 234032 234032 511277 1543552 1637559 0 856 856 2000058 1827579 1921586 0 0 X 0 0 0 0 2000058 1827579 2000058 1827579 2000058 1827579 2000058 -172479 0 1827579 0 1827579 ISHARES CORE U.S. AGGREGATE BOND ETF P 2024-01-29 2024-07-24 5301 5308 -7 -7 VANGUARD TOTAL INTERNATIONA BOND ETF P 2024-01-29 2024-07-24 9577 9531 46 46 ADOBE SYSTEM INC D 2023-12-20 2024-01-29 5541 5426 115 115 ALPHABET INC D 2023-12-20 2024-01-29 15354 14124 1230 1230 AMERIPRISE FINANCIAL INC D 2023-12-20 2024-01-29 8973 8672 301 301 AMGEN INC D 2023-12-20 2024-01-29 7786 6923 863 863 AMPHENOL CORP D 2023-12-20 2024-01-29 17626 17211 415 415 THE BANK OF NEW YORK MELLON CORP D 2023-12-20 2024-01-29 12135 11308 827 827 BROADCOM INC D 2023-12-20 2024-01-29 13364 12378 986 986 CME GROUP INC D 2023-12-20 2024-01-29 18206 18689 -483 -483 CATERPILLAR INC D 2023-12-20 2024-01-29 15549 15283 266 266 CHENIERE ENERGY INC D 2023-12-20 2024-01-29 15762 16454 -692 -692 CHEVRON TEXACO CORP D 2023-12-20 2024-01-29 12809 13034 -225 -225 DEVON ENERGY CORP D 2023-12-20 2024-01-29 979 1051 -72 -72 ARTHUR J GALLAGER & CO D 2023-12-20 2024-01-29 30878 29531 1347 1347 HP INC D 2023-12-20 2024-01-29 19740 19853 -113 -113 THE INTERPUBLIC GROUP OF COS INC D 2023-12-20 2024-01-29 14322 14220 102 102 INTUIT INC D 2023-12-20 2024-01-29 16075 15542 533 533 JEFFERIES FINANCIAL GROUP INC D 2023-12-20 2024-01-29 21944 20911 1033 1033 THE KROGER CO D 2023-12-20 2024-01-29 16797 16254 543 543 LAM RESH CORP D 2023-12-20 2024-01-29 30085 27628 2457 2457 ELI LILLY & CO D 2023-12-20 2024-01-29 98042 87967 10075 10075 LOWES COMPANIES INC D 2023-12-20 2024-01-29 23708 24974 -1266 -1266 NUCOR CORP D 2023-12-20 2024-01-29 10179 10293 -114 -114 PULTE CORP D 2023-12-20 2024-01-29 30782 30205 577 577 VALERO ENERGY CORP D 2023-12-20 2024-01-29 14352 13976 376 376 VITESSE ENERGY INC D 2023-12-20 2024-01-29 1351 1424 -73 -73 THE WILLIAMS COS INC D 2023-12-20 2024-01-29 18455 18526 -71 -71 WILLIAMS-SONOMA INC D 2023-12-20 2024-01-29 17477 17045 432 432 UBS GROUP AG D 2023-12-20 2024-01-29 16281 16750 -469 -469 UBS GROUP AG D 2023-12-20 2024-01-29 5467 5624 -157 -157 ISHARES CORE U.S. AGGREGATE BOND ETF P 2024-01-29 2024-09-30 13859 13467 392 392 VANGUARD TOTAL INTERNATIONA BOND ETF P 2024-01-29 2024-09-30 18547 18035 512 512 19686 308 0 308 0 308 0 0 0 0 0 0 308 0 0 0 0 0 0 0 0 0 0 0 1 TX 1 0 1 0 0 1 N/A ASHLEY BRAGG 4057428059 2217 AUTUMN RIDGE DR STILLWATER OK 74074 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUZANNE A WADE 324 GENESEO RD SAN ANTONIO TX 78209 DIRECTOR 0.00 0 0 0 RICHARD L WADE 324 GENESEO RD SAN ANTONIO TX 78209 DIRECTOR 0.00 0 0 0 ASHLEY S BRAGG 2127 W AUTUMN RIDGE DR STILLWATER OK 74074 DIRECTOR 20.00 100000 0 0 NONE 0 NONE 0 0 21418 62033 0 83451 0 0 83451 1252 82199 4110 4110 308 308 3802 0 3802 0 3802 183357 0 183357 3802 15132 0 0 183357 15132 0 0 3802 164423 0 0 164423 0 0 0 0 0 0 0 164423 164423 X THE HOLDSWORTH CENTER 4907 RANCH RD 2222 AUSTIN TX 78731 PC SUPPOR OPERATIONS FOR PUBLIC EDUCATION LEADERSHIP DEVELOPMENT 25000 STILLWATER FIRST UNITED METHODIST CHURCH 400 W 7TH AVENUE STILLWATER OK 74074 PC PROVIDE FINANCIAL SUPPORT TO PURCHASE FOOD FOR LOW INCOME STUDENTS 10000 WITTE MUSEUM 3801 BROADWAY SAN ANTONIO TX 78209 PC OPERATING SUUPORT FOR CULTURAL/SCIENCE EXPERIENCES 10000 GIRL SCOUTS OF SOUTHWEST TEXAS 811 N COKER LOOP SAN ANTONIO TX 78216 PC OPERATING SUPPORT FOR REGIONAL GIRL SCOUT ORGANIZATION 15000 GIRL SCOUTS OF SOUTHWEST TEXAS 811 N COKER LOOP SAN ANTONIO TX 78216 PC CAPITAL CAMPAIGN TO BUILD AN OUTDOOR ACTIVITY CENTER 8333 HAVEN FOR HOPE OF BEXAR COUNTY 1 HAVEN FOR HOPE WAY SAN ANTONIO TX 78207 PC REFURBISH CHAPEL AT HOMELESS FACILITY 40000 SAN ANTONIO YOUNG WOMEN'S LEADERSHIP ACADEMY FOUNDATION 155 CONCORD PLAZA DRIVE SUITE 301 SAN ANTONIO TX 78216 PC PROVIDE FINANCIAL SUPPORT FOR COLLEGE PREP RESOURCES 20000 128333 GIRL SCOUTS OF SOUTHWEST TEXAS 811 N COKER LOOP SAN ANTONIO TX 78216 PC CAPITAL CAMPAIGN TO BUILD AN OUTDOOR ACTIVITY CENTER 16666 SAN ANTONIO YOUNG WOMEN'S LEADERSHIP ACADEMY FOUNDATION 155 CONCORD PLAZA DRIVE SUITE 301 SAN ANTONIO TX 78216 PC PROVIDE FINANCIAL SUPPORT FOR COLLEGE PREP RESOURCES 80000 96666 14 23927 14 42701 18 19686 0 86314 0 86314 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2450 1225 0 SECURITIES 1543552 1637559 LEGAL FEES 10030 0 0 DIVIDEND RECEIVABLE 0 856 856 BANK FEES 7452 7452 0 PAYROLL FEES 2357 1179 1178 SUZANNE A WADE 324 GENESEO RD SAN ANTONIO TX 78209 FOREIGN TAXES PAID 479 479 0 PAYROLL TAXES 7692 3846 3846