2025-06-23T10:47:20-05:00 2024-12-31 731377275 DUNN & STONE CPA'S 4900 RICHMOND SQUARE STE 202 OKLAHOMA CITY OK 73118 990PF 2024-01-01 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 2025-06-23 1 1 RANDEL T DUNN P00086350 4058480684 2024 2025-03-06 01:10:19Z X 1019858 X 100000 196 196 11939 11939 0 112135 12135 0 0 0 1032 112 0 452 352 0 169 18 0 1653 482 0 54650 54650 56303 482 54650 55832 11653 104702 58946 58946 3053 3332 3332 479559 580868 957580 587314 643146 1019858 0 0 X 0 0 0 0 587314 643146 587314 643146 587314 643146 587314 55832 194 643340 194 643146 162 0 162 0 162 194 0 200 0 394 0 232 232 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 856880 44421 0 901301 0 0 901301 13520 887781 44389 44389 162 162 44227 0 44227 0 44227 54650 0 54650 44227 4203 0 0 54650 4203 0 0 44227 6220 0 0 6220 0 0 0 0 0 0 0 6220 6220 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 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 GEORGE MASON UNIVERSITY FOUNDATION INC PO BOX 534001 PITTSBURGH PA 15253 N/A NC TO SUPPORT THIS ORGANIZATION THROUGH THE MERCATUS CENTER PROGRAMS. 1000 HEALTHY SCHOOLS OKLAHOMA 6800 NW 39TH EXPRESSWAY BETHANY OK 73008 N/A NC TO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO EDUCATE STUDENTS IN MAKING AND MAINTAINING HEALTHY LIFESTYLE CHOICES. 250 HERITAGE HALL 1800 NW 122ND ST OKLAHOMA CITY OK 73120 N/A NC TO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO PROVIDE EDUCATIONAL ASSISTANCE TO ITS STUDENTS DURING THE YEAR. 300 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. 2000 INSTITUTE FOR HUMANE STUDIES PO BOX 70872 CHARLOTTE NC 28272 N/A NC FOR SUPPORT OF THIS ORGANIZATION IN ITS EFFORTS TO ADVANCE THE IDEAS OF A FREE AND OPEN SOCIETY. 250 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 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. 20000 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 TEXAS DISCOVERY GARDENS 3601 MARTIN LUTHER KING JR BLVD DALLAS TX 75210 N/A NC PROVIDE SUPPORT TO THIS ORGANIZATION IN ITS EFFORTS TO EDUCATE CHILDREN AND ADULTS IN DISCOVERING AND LEARNING TO SUSTAIN THE NATURAL WORLD. 500 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 54650 0 14 196 14 11939 0 12135 0 12135 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 1032 112 0 MORGAN STANLEY: SPDR S&P 500 ETF TRUST (SPY) AT COST 211899 426080 MORGAN STANLEY: ISHARES RUSSELL 2000 ETF (IWM) AT COST 125709 153567 MORGAN STANLEY: VANGUARD FTSE EUROPE ETF (VGK) AT COST 78007 92666 MORGAN STANLEY: INVESCO QQQ TRUST, SERIES 1 (QQQ) AT COST 165253 285267 FEDERAL EXCISE TAX CARRYFORWARD APPLIED TO CURRENT YEAR 194 POSTAGE 48 5 0 BANK FEES 120 13 0 ROUNDING ADJ 1 0 0 EXCESS FEDERAL TAX PAYMENT CARRYFORWARD FROM PRIOR YEAR 194 JOHN A HENRY III 1717 MAIN STREET SUITE 2600 DALLAS TX 75201 EXCISE TAX ON NET INVESTMENT INCOME $ PD CY 100 0 0 FOREIGN TAXES ON INVESTMENT INCOME PAID 352 352 0