2020-10-07T06:13:37-05:00 2019-12-31 900525804 SAVILLE DODGEN AND COMPANY PLLC 700 NORTH PEARL STREET SUITE 1100 DALLAS TX 75201 990PF 2019-01-01 830768784 BYRNE FAMILY FOUNDATION TRUST BYRN 2149229727 700 NORTH PEARL ST STE 1100 DALLAS TX 75201 HEATHER BYRNE KOOPMAN TRUSTEE 2149229727 2020-10-07 1 TAMARA BERLEY CPA P00432092 2149229727 2020-10-06 172.0.252.36 2020-10-07 06:13:32 CD 80494820202800324e07 2020-10-06 P 0B373420AFE7969CB1EA923CF9A9AD46BA10E8A5 08FBEF793E62D375439B34D64E0CD40CF9B8EC32 2019 2021-04-22 16:20:28Z X X 29161636 X 6838727 43 43 257414 257414 394174 2351810 394174 681640 664844 0 8171998 1316475 0 37500 0 0 37500 406 0 0 406 5500 5500 0 0 143127 42020 0 101107 28258 0 0 0 6123 0 0 6123 4592 0 0 4592 225506 47520 0 149728 501000 501000 726506 47520 0 650728 7445492 1268955 0 -5 -5 9442559 12015484 12015484 729740 3445 729740 729740 5734770 14656474 16416417 4760427 0 0 19941201 27401693 29161636 15000 15 15 15 15015 X 0 0 0 0 19941186 27386678 19941186 27386678 19941201 27401693 19941186 7445492 0 27386678 0 27386678 PERSHING #4453 - SEE ATTACHED P 2018-08-21 2019-09-16 267000 266867 133 133 WESTWOOD #9011 - SEE ATTACHED P 2019-01-14 2019-12-09 486762 519034 -32272 -32272 WESTWOOD #9011 - SEE ATTACHED P 2018-06-26 2019-08-12 159307 175648 -16341 -16341 WESTWOOD #9011 - SEE ATTACHED P 2019-01-28 2019-02-28 848605 840270 8335 8335 WESTWOOD #9011 - SEE ATTACHED P 2018-06-02 2019-10-31 156560 155816 744 744 WESTWOOD TRUST SHORT TERM P 113594 113594 113594 WESTWOOD TRUST LONG TERM P 314634 314634 314634 ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP P 2018-01-01 2019-12-31 20 20 20 ROCK BLUFF HIGH YIELD PARTNERSHIP P 2018-01-01 2019-12-31 95 95 95 ROCK BLUFF STRATEGIC FIXED INCOME PARTNERSHIP P 2018-01-01 2019-12-31 1 -1 -1 CAPITAL GAINS DIVIDENDS P 5233 5233 5233 394174 89657 0 447814 12429218 0.036029 400605 5755830 0.069600 220239 3475532 0.063368 155104 1747685 0.088748 89831 1802703 0.049831 0.307576 0.061515 20897831 1285530 12690 1298220 650728 25379 0 25379 0 25379 17006 0 0 17006 X 0 8373 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 0 1 N/A SAVILLE DODGEN CO 2149229727 700 NORTH PEARL STREET STE 1100 DALLAS TX 75201 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 J TIMOTHY BYRNE 700 N PEARL ST STE 1100 DALLAS TX 75201 TRUSTEE 1.00 0 0 0 MELANIE BYRNE 700 N PEARL ST STE 1100 DALLAS TX 75201 TRUSTEE 1.00 0 0 0 JORDAN BYRNE BRAINERD 700 N PEARL ST STE 1100 DALLAS TX 75201 TRUSTEE 1.00 0 0 0 HEATHER BYRNE KOOPMAN 700 N PEARL ST STE 1100 DALLAS TX 75201 TRUSTEE 20.00 37500 0 0 NONE 0 NONE 0 0 12560830 3863554 4791688 21216072 0 0 21216072 318241 20897831 1044892 1044892 25379 1924 27303 1017589 0 1017589 0 1017589 650728 0 650728 0 650728 1017589 0 0 10760 10760 650728 0 0 0 650728 0 10760 10760 0 0 0 0 0 356101 0 0 0 J TIMOTHY BYRNE MELANIE BYRNE X AT LAST 405 E OVERTON ROAD DALLAS TX 75216 501(C)(3) EDUCATION/YOUTH DEVELOPMENT 25000 CHILD POVERTY ACTION LAB 1808 S GOOD LATIMER EXPY SUITE 102 DALLAS TX 75226 501(C)(3) POVERTY 10000 COMMIT 3800 MAPLE AVENUE SUITE 800 DALLAS TX 75219 501(C)(3) EDUCATION/YOUTH DEVELOPMENT 75000 DALLAS 24 HOUR CLUB 4636 ROSS AVENUE DALLAS TX 75204 501(C)(3) HEALTH 1000 DALLAS FOUNDATION 3963 MAPLE AVE STE 390 DALLAS TX 75219 501(C)(3) FAMILY SERVICES 25000 EATS PARK CITY PO BOX 682896 PARK CITY UT 84068 501(C)(3) HEALTH 500 KIPP DALLAS-FT WORTH PO BOX 674443 DALLAS TX 752674443 501(C)(3) EDUCATION/YOUTH DEVELOPMENT 50000 LUMIN EDUCATION 924 WAYNE ST DALLAS TX 75223 501(C)(3) EDUCATION/YOUTH DEVELOPMENT 25000 NATIONAL CENTER FOR FAMILY PHILANTHROPY 1667 K STREET NW SUITE 550 WASHINGTON DC 20006 501(C)(3) EDUCATION/YOUTH DEVELOPMENT 1000 NORTH TEXAS FOOD BANK 3677 MAPLESHADE LANE PLANO TX 75075 501(C)(3) POVERTY 5000 OPERATION KINDNESS 3201 EARHART DRIVE CARROLLTON TX 75006 501(C)(3) ANIMALS 20000 PARK CITY COMMUNITY FOUNDATION 1918 PROSPECTOR AVE PARK CITY UT 84060 501(C)(3) EDUCATION/YOUTH DEVELOPMENT 7500 PARK CITY EDUCATION FOUNDATION 1821 SIDEWINDER DR 4 PARK CITY UT 84060 501(C)(3) EDUCATION/YOUTH DEVELOPMENT 5000 PC READS 1109 FOXCREST DRIVE PARK CITY UT 84098 501(C)(3) EDUCATION/YOUTH DEVELOPMENT 1000 PARLEY'S PARK ELEMENTARY PTA 4600 SILVER SPRINGS DRIVE PARK CITY UT 84098 501(C)(3) EDUCATION/YOUTH DEVELOPMENT 1000 PUBLIC RADIO INTERNATIONAL (PRI) 15 S 5TH STREET SUITE 1020 MINNEAPOLIS MN 55402 501(C)(3) EDUCATION/YOUTH DEVELOPMENT 10000 SPAY NEUTER NETWORK 3117 E SEMINARY DR FORT WORTH TX 76119 501(C)(3) ANIMALS 9000 STAND FOR CHILDREN DALLAS 1800 N LAMAR ST DALLAS TX 75202 501(C)(3) EDUCATION/YOUTH DEVELOPMENT 50000 SUMMIT LAND CONSERVANCY 1665 BONANZA DR PARK CITY UT 84060 501(C)(3) DISASTER RELIEF, ENVIRONMENT 2500 TEACH FOR AMERICA - DALLAS-FORT WORTH 600 N PEARL ST STE 2300 DALLAS TX 75201 501(C)(3) EDUCATION/YOUTH DEVELOPMENT 40000 TEACHING TRUST 1349 EMPIRE CENTRAL DR STE 400 DALLAS TX 75207 501(C)(3) EDUCATION/YOUTH DEVELOPMENT 25000 TEXAS 2036 3963 MAPLE AVE STE 290 DALLAS TX 752193209 501(C)(3) PUBLIC POLICY 25000 TEXAS CIVIL RIGHTS PROJECT 1405 MONTOPOLIS DR AUSTIN TX 78741 501(C)(3) FAMILY SERVICES 5000 THE BRIDGE 1818 CORSICANA STREET DALLAS TX 75201 501(C)(3) POVERTY 5000 UNITED TO LEARN 5310 HARVEST HILL ROAD STE 190 DALLAS TX 75230 501(C)(3) EDUCATION/YOUTH DEVELOPMENT 5000 UTAH OLYMPIC LEGACY FOUNDATION 3419 OLYMPIC PARKWAY PO BOX 980337 PARK CITY UT 84098 501(C)(3) EDUCATION/YOUTH DEVELOPMENT 2500 WEILENMANN SCHOOL OF DISCOVERY 4199 KILBY RD PARK CITY UT 84098 501(C)(3) EDUCATION/YOUTH DEVELOPMENT 15000 YEAR UP 701 ELM STREET STE 400 DALLAS TX 75202 501(C)(3) EDUCATION/YOUTH DEVELOPMENT 55000 501000 0 14 43 14 257414 900099 681640 18 394174 681640 651631 0 1333271 0 0 0 0 0 0 0 0 0 0 X X 1 J TIMOTHY BYRNE 2000 MCKINNEY AVENUE SUITE 1000 DALLAS TX 75201 4510389 X 2 J TIMOTHY BYRNE 2000 MCKINNEY AVENUE SUITE 1000 DALLAS TX 75201 2328338 X 2 STOCKS 3638150 2019-12-23 ACCOUNTING FEES 5500 5500 0 0 PERSHING INVESTMENT ACCOUNT (#4610) 2580750 3842303 PERSHING BOND ACCOUNT (#4453) 2508271 2539257 WESTWOOD ACCOUNT (#9011) 9567453 10034857 LEGAL FEES 406 0 0 406 PAYROLL TAXES 2869 0 0 2869 PAYROLL FEES 1723 0 0 1723 ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP 259547 259548 0 ROCK BLUFF HIGH YIELD PARTNERSHIP -43256 -48863 0 ROCK BLUFF INTERNATIONAL EQUITY PARTNERSHIP 132434 132434 0 ROCK BLUFF STRATEGIC FIXED INCOME PARTNERSHIP 109000 108943 0 WESTWOOD 223915 223915 0 UNRELATED BUSINESS TAXABLE INCOME 0 -11133 0 PREPAID INCOME 15 15 AGENCY FEES 37977 37977 0 0 CHARITABLE ADMINISTRATION FEES 101107 0 0 101107 MANAGEMENT FEES 4043 4043 0 0 FEDERAL INCOME TAXES 28258 0 0 0