2022-09-07T07:42:07-05:00 2021-12-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990PF 2021-01-01 750992690 TJ BROWN & CA LUPTON FOUNDATION TJBR 8177381804 PO BOX 1629 FORT WORTH TX 761011629 CHARLES GEREN DIRECTOR 8177381804 2022-08-19 1 CHARLES GEREN 999009999 EMILY LANDRY P01614538 8172599100 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 60165759 X X 325 325 853054 853054 2433594 8278208 2433594 15323 15323 3302296 3302296 20400 5100 15300 57400 34700 22700 342656 342656 0 47901 7422 0 547 0 547 1011 0 1011 469915 389878 39558 2187500 2187500 2657415 389878 2227058 644881 2912418 225468 254743 254743 708393 1108040 1108040 24964 26200 24964 24964 27745458 27953132 58732043 5420 5420 0 0 45969 28705519 29340879 60165759 20500 20500 35661 26140 56161 46640 X 0 0 0 0 28649358 29294239 28649358 29294239 28705519 29340879 28649358 644881 0 29294239 0 29294239 PUBLICLY TRADED SECURITIES P 8278208 5844614 2433594 2433594 2433594 40483 0 40483 0 40483 20047 0 30000 0 50047 X 350 9214 9214 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 0 0 0 0 0 0 0 0 0 0 0 0 0 KIT TENNISON MONCRIEF PO BOX 1629 FORT WORTH TX 76101 DIRECTOR 1.00 4000 0 0 WILLIAM E TUCKER 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 4400 0 0 CHARLES LUPTON GEREN PO BOX 1629 FORT WORTH TX 76101 DIRECTOR 1.00 4000 0 0 NONE 0 LUTHER KING CAPITAL MANAGEMENT 301 COMMERCE ST 1600 FORT WORTH TX 76102 INVESTMENT MANAGEMENT FEES 103421 WILKINSON GLOBAL ASSET MANAGEMENT LLC 880 3RD AVE 12TH FL NEW YORK NY 10022 INVESTMENT MANAGEMENT FEES 96922 BANK OF AMERICA PO BOX 830269 DALLAS TX 75283 INVESTMENT MANAGEMENT FEES 57609 0 NONE 0 NONE 0 0 0 55957361 219472 70030 56246863 0 0 56246863 843703 55403160 2770158 2770158 40483 40483 2729675 0 2729675 0 2729675 2227058 0 2227058 2729675 2203508 0 0 2227058 2203508 0 0 23550 0 0 0 0 0 0 0 0 2706125 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 100000 CASSATA LEARNING CENTER 1400 HEMPHILL ST FORT WORTH TX 76104 NONE PUBLIC EDUCATIONAL 20000 COOK CHILDREN'S MEDICAL CENTER 801 7TH AVE FORT WORTH TX 76104 NONE PUBLIC CHARITABLE 10000 EVENT FACILITIES FORT WORTH PO BOX 150 FORT WORTH TX 76101 NONE PUBLIC CHARITABLE 20000 FORT WORTH MUSEUM OF SCIENCE AND HISTORY 1600 GENDY ST FORT WORTH TX 76107 NONE PUBLIC EDUCATIONAL 250000 FORT WORTH REPORT 201 MAIN ST 2500 FORT WORTH TX 76102 NONE PUBLIC CULTURAL 25000 FORT WORTH ZOOLOGICAL ASSOCIATION INC 1989 COLONIAL PKWY FORT WORTH TX 76110 NONE PUBLIC CHARITABLE 15000 GILL CHILDREN'S SERVICES INC 555 HEMPHILL ST 200 FORT WORTH TX 76104 NONE PUBLIC CHARITABLE 15000 GOODFELLOW FUND PO BOX 1870 FORT WORTH TX 76101 NONE PUBLIC CHARITABLE 2500 HUMANE SOCIETY OF NORTH TEXAS 1840 E LANCASTER AVE FORT WORTH TX 76103 NONE PUBLIC PREVENTION OF CRUELTY AND ABUSE 25000 MD ANDERSON CANCER CENTER PO BOX 4486 HOUSTON TX 77210 NONE PUBLIC CHARITABLE 100000 NATIONAL COWGIRL MUSEUM AND HALL OF FAME 1720 GENDY ST FORT WORTH TX 76107 NONE PUBLIC CULTURAL 35000 PARKS AND WILDLIFE FOUNDATION OF TEXAS INC 2914 SWISS AVE DALLAS TX 75204 NONE PUBLIC CHARITABLE 50000 PERFORMING ARTS FORT WORTH 525 COMMERCE ST FORT WORTH TX 76102 NONE PUBLIC CULTURAL 10000 RIVERTREE ACADEMY 5439 BONNELL AVE FORT WORTH TX 76107 NONE PUBLIC CHARITABLE 25000 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 - FROG CLUB TCU BOX 297140 FORT WORTH TX 76129 NONE PUBLIC CHARITABLE 700000 TCU - RALPH LOWE ENERGY INSTITUTE TCU BOX 297140 FORT WORTH TX 76129 NONE PUBLIC EDUCATIONAL 100000 TCU - RHINO PROJECT TCU BOX 297140 FORT WORTH TX 76129 NONE PUBLIC CHARITABLE 25000 TEXAS CHRISTIAN UNIVERSITY TCU BOX 297140 FORT WORTH TX 76129 NONE PUBLIC CHARITABLE 460000 THE FIRST TEE OF FORT WORTH 1900 ROCKWOOD PARK DR N FORT WORTH TX 76114 NONE PUBLIC CHARITABLE 15000 THE GATEHOUSE 2557 STONE MYERS PKWY GRAPEVINE TX 76051 NONE PUBLIC CHARITABLE 10000 THE OLD JAIL ART CENTER 201 S 2ND ST ALBANY TX 76430 NONE PUBLIC CHARITABLE 25000 VAN CLIBURN FOUNDATION 201 MAIN ST 100 FORT WORTH TX 76102 NONE PUBLIC CHARITABLE 35000 ZACH THEATRE 1510 TOOMEY RD AUSTIN TX 78704 NONE PUBLIC CULTURAL 30000 2187500 SAVING HOPE FOUNDATION 5500 CARUTH HAVEN LN DALLAS TX 75225 NONE PUBLIC PREVENTION OF CRUELTY AND ABUSE 150000 SECOND STAGE THEATRE 305 W 43RD ST NEW YORK NY 10036 NONE PUBLIC CULTURAL 140000 TCU - RALPH LOWE ENERGY INSTITUTE TCU BOX 297140 FORT WORTH TX 76129 NONE PUBLIC CHARITABLE 100000 THE OLD JAIL ART CENTER 201 S 2ND ST ALBANY TX 76430 NONE PUBLIC CHARITABLE 75000 465000 14 325 14 853054 15 15323 18 2433594 0 3302296 0 3302296 0 0 0 0 0 0 0 0 0 0 AUDIT AND TAX RETURN PREPARATION 33400 16700 16700 BOOKKEEPING 24000 18000 6000 NONE 0 BANK OF AMERICA AGENCY 6753029 10715960 CITIGROUP EQUITIES 7417596 18241222 JP MORGAN CHASE BANK AGENCY 13157324 28921671 MERRILL LYNCH - MUTUAL FUND 625183 853190 MINERAL INTERESTS 12056 12056 45969 ACCUMULATED DEPLETION -12056 -12056 OFFICE EXPENSE 1011 0 1011 OIL AND GAS ROYALTIES 15323 15323 15323 FEDERAL EXCISE TAX PAYABLE 35661 26140 INVESTMENT MANAGEMENT FEE 342656 342656 0 EXCISE TAXES 40479 0 0 FOREIGN TAXES 6232 6232 0 AD VALOREM TAXES 1190 1190 0