2025-08-22T10:20:50-05:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 221 W 6TH STREET STE 1900 AUSTIN TX 78701 990PF 2024-01-01 742715123 THE LBJ FAMILY FOUNDATION LBJF 5124575000 3800 N LAMAR BLVD STE 200 AUSTIN TX 78756 WILLYN WAHL SECRETARY/TREASURER 5124575000 2025-08-11 1 1 JACLYN CONNOR P00806140 5124796000 2024 2025-03-06 01:10:19Z X 3311339 X X 82799 82799 129288 259886 129288 212087 212087 0 0 0 5762 2881 2881 26123 26123 0 1821 1821 0 92 61 31 33798 30886 2912 150609 150609 184407 30886 153521 27680 181201 23063 72247 72247 144546 186919 186919 1012657 939052 1953348 1068578 1075427 1098825 2248844 2273645 3311339 0 0 X 0 0 0 0 2248844 2273645 2248844 2273645 2248844 2273645 2248844 27680 0 2276524 2879 2273645 PUBLICLY TRADED SECURITIES P 259886 130598 129288 129288 129288 2519 0 2519 0 2519 1368 0 1300 0 2668 0 149 149 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A WILLYN WAHL 5124575015 3800 N LAMAR BLVD STE 200 AUSTIN TX 78756 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 LUCI BAINES JOHNSON 3800 N LAMAR BLVD STE 200 AUSTIN TX 78756 PRESIDENT/TRUSTEE 0.10 0 0 0 PATRICK LYNDON NUGENT 3800 N LAMAR BLVD STE 200 AUSTIN TX 78756 VP/TRUSTEE 0.10 0 0 0 NICOLE NUGENT COVERT 3800 N LAMAR BLVD STE 200 AUSTIN TX 78756 VP/TRUSTEE 0.10 0 0 0 WILLYN WAHL 3800 N LAMAR BLVD STE 200 AUSTIN TX 78756 SECRETARY/TREASURER/TRUSTEE 0.10 0 0 0 REBEKAH MCINTOSH 3800 N LAMAR BLVD STE 200 AUSTIN TX 78756 VP/TRUSTEE 0.10 0 0 0 CLAUDIA TAYLOR BROD 3800 N LAMAR BLVD STE 200 AUSTIN TX 78756 VP/TRUSTEE 0.10 0 0 0 NONE 0 NONE 0 0 3007427 310487 0 3317914 0 0 3317914 49769 3268145 163407 163407 2519 2519 160888 0 160888 0 160888 153521 0 153521 160888 0 0 462 15579 16041 153521 0 0 0 153521 0 7367 7367 8674 0 0 0 0 0 0 0 8674 8674 X AMFAR 120 WALL ST 13TH FL NEW YORK NY 10005 N/A PC ORGANIZATION'S EXEMPT PURPOSE 1000 AUSTIN COMMUNITY FOUNDATION 44 EAST AVENUE AUSTIN TX 78701 N/A PC ORGANIZATION'S EXEMPT PURPOSE 5000 CAPE ELEUTHERA FOUNDATION ISLAND SCHOOL 1900 MARKET STREET 8TH FLOOR PHILADELPHIA PA 19103 N/A PC ORGANIZATION'S EXEMPT PURPOSE 2000 CENTRAL TEXAS FOOD BANK 6500 METROPOLIS DR AUSTIN TX 78744 N/A PC ORGANIZATION'S EXEMPT PURPOSE 5000 COMMUNITY FOOD CENTRES CANADA 80 WARD ST SUITE 100 TORONTO ONTARIO CA ON M6H 4A6 N/A PC ORGANIZATION'S EXEMPT PURPOSE 10000 DELL CHILDREN'S MEDICAL CENTER FOUNDATION 4900 MUELLER BLVD AUSTIN TX 78723 N/A PC ORGANIZATION'S EXEMPT PURPOSE 15000 FRIENDS OF THE HOSPITAL FOR SICK CHILDREN 17251 I ST NW STE 300 WASHINGTON DC 20006 N/A PC ORGANIZATION'S EXEMPT PURPOSE 1000 FRIENDS OF THE LBJ NATIONAL HISTORICAL PARK PO BOX 1831 100 LADY BIRD LANE JOHNSON CITY TX 78636 N/A PC ORGANIZATION'S EXEMPT PURPOSE 1000 FRISBE 117 E LOUISA ST 533 SEATTLE WA 98102 N/A PC ORGANIZATION'S EXEMPT PURPOSE 1000 GEORGETOWN UNIVERSITY SCHOOL OF LAW 600 NEW JERSEY AVE NW WASHINGTON DC 20001 N/A PC ORGANIZATION'S EXEMPT PURPOSE 10000 GOOD SAMARITAN COMMUNITY SERVICES 1600 SALTILLO STREET SAN ANTONIO TX 78207 N/A PC ORGANIZATION'S EXEMPT PURPOSE 1000 LADY BIRD JOHNSON WILDFLOWER CENTER 4801 LA CROSSE AVE AUSTIN TX 78739 N/A PC ORGANIZATION'S EXEMPT PURPOSE 1000 MD ANDERSON 1515 HOLCOMBE BLVD BOX 541 HOUSTON TX 77030 N/A PC ORGANIZATION'S EXEMPT PURPOSE 1000 MIAMI COUNTRY DAY SCHOOL 601 NE 107TH ST MIAMI FL 33161 N/A PC ORGANIZATION'S EXEMPT PURPOSE 40000 PEDIATRIC ONCOLOGY GROUP OF ONTARIO 480 UNIVERSITY AVE STE 1014 TORONTO ONTARIO CA M5G 1V2 N/A NC ORGANIZATION'S EXEMPT PURPOSE 3609 SETON DEVELOPMENT BOARD 1201 W 38TH ST AUSTIN TX 78705 N/A PC ORGANIZATION'S EXEMPT PURPOSE 5000 ST EDWARD'S UNIVERSITY 3001 S CONGRESS AUSTIN TX 78704 N/A PC ORGANIZATION'S EXEMPT PURPOSE 20000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PL MEMPHIS TN 38105 N/A PC ORGANIZATION'S EXEMPT PURPOSE 5000 ST LAWRENCE UNIVERSITY 23 ROMODA DR CANTON NY 13617 N/A PC ORGANIZATION'S EXEMPT PURPOSE 20000 TEXAS STATE UNIVERSITY 601 UNIVERSITY DR JC KELLAM RM 960 SAN MARCOS TX 78666 N/A PC ORGANIZATION'S EXEMPT PURPOSE 1000 UNIVERSITY OF MIAMI 4600 RICKENBACKER CSWY MIAMI FL 33149 N/A PC ORGANIZATION'S EXEMPT PURPOSE 1000 WORLD WILDILFE FUND 1250 24TH ST NW WASHINGTON DC 20037 N/A PC ORGANIZATION'S EXEMPT PURPOSE 1000 150609 0 14 82799 18 129288 0 212087 0 212087 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION 5762 2881 2881 PEDIATRIC ONCOLOGY GROUP OF ONTARIO 480 UNIVERSITY AVE STE 1014 TORONTO CA M5G IV2 2024-10-23 3609 THE PURPOSE OF THE GRANT WAS TO PROVIDE FOR POGO FINANCIAL ASSISTANCE PROGRAM OF THE PEDIATRIC ONCOLOGY GROUP OF ONTARIO IN FURTHERANCE OF ITS CHARITABLE OBJECTIVES TO SUPPORT FAMILIES THAT HAVE CHILDREN WITH CANCER. NONE 03/01/2024 GRANT REPORTS SUPPORTED GRANTEE'S USE OF FUNDS IN ACCORDANCE WITH GRANT TERMS. NO SEPARATE VERIFICATION APART FROM THESE REPORTS WAS DEEMED NECESSARY. COMMUNITY FOOD CENTRES CANADA 80 WARD ST STE 100 TORONTO CA M6H 4A6 2024-11-04 10000 THE FUNDS WERE DIRECTED TO HARMONY COMMUNITY FOOD CENTRE, TORONTO WHICH USED THE FUNDS FOR THEIR BREAKFAST CAFE PROGRAM NONE 3/26/24 GRANT REPORTS SUPPORTED GRANTEE'S USE OF FUNDS IN ACCORDANCE WITH GRANT TERMS. NO SEPARATE VERIFICATION APART FROM THESE REPORTS WAS DEEMED NECESSARY. ISHARES RUSSELL MIDCAP VALUE EFT 96217 198734 ISHARES RUSSELL MIDCAP GROWTH EFT 64903 210694 ISHARES RUSSELL 1000 VALUE EFT 214865 432329 ISHARES RUSSELL 1000 GROWTH EFT 102368 523033 ISHARES RUSSELL 2000 VALUE EFT 94334 167187 ISHARES RUSSELL 2000 GROWTH EFT 66630 151071 SPDR FTSE INTL GOVT INF PROT EFT 156677 167088 VANGUARD INTL EQUITY INDEX FUND EFT 143058 103212 FIDELITY INTL INDEX FUND AT COST 365354 426473 DFA INTL SMALL COMPANY PORT AT COST 165236 170840 FID SHORT TERM TREASURY BOND INDEX AT COST 261066 253023 VANGUARD INFLAT PROT SEC ADM AT COST 251051 221827 FIDELITY INFLAT PROT BD INDEX FUND AT COST 32720 26662 PRIOR PERIOD ADJUSTMENT 2879 BANK CHARGES 92 61 31 INVESTMENT MANAGEMENT FEES 26123 26123 0 FOREIGN TAXES 1821 1821 0