2025-08-27T19:12:49-05:00 2024-12-31 750706311 Freemon Shapard & Story 807 8th Street Suite 200 Wichita Falls TX 763013381 990PF 2024-01-01 751247407 Perkins-Prothro Foundation PERK 9406917770 2304 Midwestern Parkway 200 Wichita Falls TX 76308 K Elizabeth Yeager President 9406917770 2025-08-26 0 Mac Cannedy P00123468 9403224436 2024 2025-03-06 01:10:19Z X 36134577 X X 122914 122914 440096 440096 2273341 6463756 2273341 640350 640350 3476701 3476701 82000 41000 41000 108019 54009 54010 191391 191391 0 127782 86644 1836 8 8 5954 5849 0 515154 378901 96846 2095086 2095086 2610240 378901 2191932 866461 3097800 1 -6 -6 1980746 1398622 1398622 5003 5405 5003 5003 98387 0 0 11787984 12581031 28817200 3389883 4150275 4118832 43 43 43 43 -67145 -73203 1794883 17195304 18061765 36134577 0 0 X 0 0 8570827 9437288 8624477 8624477 17195304 18061765 17195304 18061765 17195304 866461 0 18061765 0 18061765 Publicly Traded Securities-Merrill Lynch P 1871541 697775 1173766 1173766 Publicly Traded Securities-National Financial Services P 4592153 3492640 1099513 1099513 Capital Gains Dividends P 62 62 62 2273341 43059 0 43059 0 43059 42540 0 2460 0 45000 X 15 1926 1926 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 0 1 N/A The Foundation 9406917770 2304 Midwestern Parkway 200 Wichita Falls TX 76308 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Kathryn P Yeager 2304 Mdwstrn Pkwy Suite 200 Wichita Falls TX 76308 President 40.00 48000 0 0 K Elizabeth Yeager 2304 Mdwstrn Pkwy Suite 200 Wichita Falls TX 76308 V-President/Secretary 10.00 16000 0 0 Charlotte P Philbin 2304 Mdwstrn Pkwy Suite 200 Wichita Falls TX 76308 V-President 10.00 6000 0 0 David H Prothro 2304 Mdwstrn Pkwy Suite 200 Wichita Falls TX 76308 Treasurer 10.00 0 0 0 James P Prothro 2304 Mdwstrn Pkwy Suite 200 Wichita Falls TX 76308 Director 10.00 6000 0 0 Kathryn R Prothro 2304 Mdwstrn Pkwy Suite 200 Wichita Falls TX 76308 Director 10.00 6000 0 0 NONE 0 Beacon Pointe Advisors LLC 24 Corporate Plaza Dr Newport Beach CA 92660 Investment Fees 135650 Fayez Sarofim & Co Two Houston Center Suite 2907 Houston TX 77010 Investment Fees 55741 0 0 32526937 1420416 1794882 35742235 0 0 35742235 536134 35206101 1760305 1760305 43059 5958 49017 1711288 0 1711288 0 1711288 2191932 0 2191932 1711288 0 0 1021821 1200298 896382 1103992 4222493 2191932 0 0 0 1711288 480644 0 0 4703137 0 0 0 0 0 0 0 4703137 1021821 1200298 896382 1103992 480644 Kathryn P Yeager X Advance GCFA PO Box 9068 New York NY 10087 501(c)(3) Hurricane Helene Relief 500 Air Force Villages Charitable Foundation 12455 Freedom Way San Antonio TX 78245 501(c)(3) Air Force Village Employ Apprec Fund 1000 Alf Engen Ski Museum Foundation PO Box 980187 Park City UT 84098 501(c)(3) Contribution 100 Archer City Writers Workshop 3311 Cumberland Ave Wichita Falls TX 76308 501(c)(3) Larry McMurtry Literary Center 6000 Art from the Streets PO Box 202742 Austin TX 78720 501(c)(3) Contribution 6000 Arts Council Wichita Falls Area Inc 1300 Lamar Wichita Falls TX 76301 501(c)(3) Membership 250 Arts Magnet Advisory Board PO Box 192648 Dallas TX 75219 501(c)(3) Patron of the Arts Magnet PAM program 4000 AT&T Performance Center 700 N Pearl St Suite N1800 Dallas TX 75201 501(c)(3) 2024 Center Circle 1400 AT&T Performance Center 700 N Pearl St Suite N1800 Dallas TX 75201 501(c)(3) Diamond Level Annual Support 6666 AT&T Performance Center 700 N Pearl St Suite N1800 Dallas TX 75201 501(c)(3) 15th Anniversary event 2500 Big Medium 4201 S Congress Ave Austin TX 78745 501(c)(3) Contribution 2000 Brother Bill's Helping Hand 3906 N Westmoreland Rd Dallas TX 75212 501(c)(3) In Honor of Caren Prothro 2000 BSW Dallas Foundation 301 N Washington Ave Dallas TX 75246 501(c)(3) Annual Gift 1000 Camelot Therapeutic Horsemanship 23623 North Scottsdale Rd Scottsdale AZ 85255 501(c)(3) Contribution 1000 Center for BrainHealth 2200 W Mockingbird Lane Dallas TX 75235 501(c)(3) Friends of BrainHealth 2332 Cimarron Heritage Center PO Box 73933 Boise City OK 73933 501(c)(3) HVAC replacement 25000 Chapel at Seaside PO Box 4936 Santa Rosa Beach FL 32459 501(c)(3) In memory of Charlie Philbin 1000 Clemson University PO Box 1529 Clemson SC 29633 501(c)(3) Charles Phillilp Philbin Scholarship 20000 Clemson University PO Box 1529 Clemson SC 29633 501(c)(3) Philbin Family Scholarship Endowment 17000 Clemson University PO Box 1529 Clemson SC 29633 501(c)(3) Philbin Family Endowment Student Exp 10000 Cornerstone Community Partnerships PO Box 2341 Santa Fe NM 87504 501(c)(3) Annual Support 1000 Country Club Neighbors Assoc 2028 Avondale Wichita Falls TX 76308 501(c)(3) Hare & Hare Project 6000 Court Appointed SA of NH 138 Coolidge Ave Manchester NH 03102 501(c)(3) Contribution 13330 Court Appointed SA of Travis County 7600 Chevy Chase Dr Ste 200 Austin TX 78752 501(c)(3) Contribution 4000 Cru PO Box 628222 Orlando FL 32862 501(c)(3) Contribution 1000 Dallas Opera 2403 Flora Street Suite 500 Dallas TX 75201 501(c)(3) Annual Support 2000 Dallas Symphony Orchestra 2301 Flora St Dallas TX 75201 501(c)(3) Annual Support 8333 Educational Opportunites 3419 Westminster Ave Ste 218 Dallas TX 75205 501(c)(3) Contribution 4000 Emancipet 7010 Easy Wind Dr Ste 260 Austin TX 78752 501(c)(3) General Operations 5000 Environmental Learning Center Inc 255 Live Oak Dr Vero Beach FL 32963 501(c)(3) Where needed most 13333 Family Gateway Inc 1421 W Mockingbird Ln Ste C Dallas TX 75247 501(c)(3) Gateway to Opportunity Luncheon 1250 First United Methodist Church PO Box 2125 Wichita Falls TX 76307 501(c)(3) 2024 Budget 67500 Frank Buck Zoological Society PO Box 621 Gainesville TX 76341 501(c)(3) List 250 George W Bush Presidential Center PO Box 560887 Dallas TX 75356 501(c)(3) Contribution 6666 Georgia O'Keeffe Museum 217 Johnson Street Santa Fe NM 87501 501(c)(3) Circle Gift 3333 Gifford Youth Achievement Center 4875 43rd Avenue Vero Beach FL 32967 501(c)(3) Contribution 3330 Greater Dallas Youth Orchestra 3630 Harry Hines Blvd Dallas TX 75219 501(c)(3) Donation 1000 Guadalupe Neighborhood Dev Corp 813 E 8th Street Austin TX 78702 501(c)(3) Contribution 5000 Hands to Hands Community Fund PO Box 4641 Wichita Falls TX 76308 501(c)(3) 2024-25 funding year 13000 Hibiscus Children's Center PO Box 1406 Jensen Beach FL 34958 501(c)(3) Contribution 3330 Highland Park Education Foundation 4201 Grassmere Lane Dallas TX 75205 501(c)(3) Mad for Plaid 1000 Highland Park Methodist Church 3300 Mockingbird Dallas TX 75205 501(c)(3) In Honor of Rev. Matt Tuggle 5000 Hospice of Wichita Falls 4909 Johnson Road Wichita Falls TX 76308 501(c)(3) Memorials 250 Hospice of Wichita Falls 4909 Johnson Road Wichita Falls TX 76310 501(c)(3) 2024 Golf Tournament 12500 Hospice of Wichita Falls 4909 Johnson Road Wichita Falls TX 76310 501(c)(3) Philbin Prothro Inpatient Care Facility 316666 Hospice of Wichita Falls 4509 Johnson Road Wichita Falls TX 76310 501(c)(3) Tree of Lights 500 Hospice of Wichita Falls 4909 Johnson Road Wichita Falls TX 76308 501(c)(3) Memory Wall 5500 Indian River State College Fnd 3209 Viginia avenue Fort Pierce FL 34981 501(c)(3) Contribution 3330 Insight Meditation Society 1230 Pleasant St Barre MA 01005 501(c)(3) Retreat, admin, staff 11720 Jr League of Dallas PO Box 12707 Dallas TX 75225 501(c)(3) Milestones honoring Peggy Sewell 1250 KCCU-Cameron University Foundation 2800 West Gore Blvd Lawton OK 73505 501(c)(3) 2024 Gift 500 Kell House Heritage Center 900 Bluff Street Wichita Falls TX 76301 501(c)(3) Membership 100 Letot Capital Foundation 10505 Denton Drive Dallas TX 75220 501(c)(3) Scholarship honoring Craig Evans 9000 McLean Hospital Corporation 115 Mill Street MS 126 Belmont MA 02478 501(c)(3) Where needed most 6665 Mental Health Association of Indian River 820 37th Place Vero Beach FL 32960 501(c)(3) 2024 Contribution 6665 Midwestern State University 3410 Taft Blvd Wichita Falls TX 76308 170(c)(1) Akin Music Series 40000 Midwestern State University 3410 Taft Blvd Wichita Falls TX 76308 170(c)(1) Fantasy of Lights 250 Midwestern State University 3410 Taft Blvd Wichita Falls TX 76308 170(c)(1) President's Excellence 2500 Midwestern State University 3410 Taft Blvd Wichita Falls TX 76308 170(c)(1) Museum of Art 500 Midwestern State University 3410 Taft Blvd Wichita Falls TX 76308 170(c)(1) Contribution 30000 Midwestern State University 3410 Taft Blvd Wichita Falls TX 76308 170(c)(1) Road to College Summer Program 2025 10000 Museum of North Texas History PO Box 1619 Wichita Falls TX 76307 501(c)(3) General 1050 Park City Historical Society PO Box 555 Park City UT 84060 501(c)(3) Contribution 375 Planned Parenthood of Greater Texas 7424 Greenville Ave Ste 206 Dallas TX 75231 501(c)(3) Dallas Cocktails for a Cause 6666 Planned Parenthood of South Atlantic 100 S Boylan Ave Raleigh NC 27603 501(c)(3) Contribution 5000 Presbyterian Manor 4600 Taft Blvd Wichita Falls TX 76308 501(c)(3) Good Samaritan Fund 1000 Quail Valley Charities 2345 Highway A1A Vero Beach FL 33963 501(c)(3) Hurricane/Tornado Relief Fund 3330 River Bend Nature Center PO Box 3674 Wichita Falls TX 76301 501(c)(3) Annual Fund 250 SM Wright Foundation 9213 Soverign Row Dallas TX 75247 501(c)(3) Capital Campaign 7000 Saint Louise House PO Box 150637 Austin TX 78715 501(c)(3) Contribution 6000 Saint Michael and All Angels 8011 Douglas at Colgate Dallas TX 75225 501(c)(3) Prothro Family Capital Campaign 10000 Saint Michael and All Angels 8011 Douglas at Colgate Dallas TX 75225 501(c)(3) 2024 Annual Contribution 2534 Saint Michael and All Angels 8011 Douglas Ave Dallas TX 75225 501(c)(3) In honor of Nita Clark 2000 Salesmanship Club Charitable Golf Dallas 106 E 10th St Ste 200 Dallas TX 75203 501(c)(3) J.Erik Johnson school 7300 Santa Fe Opera PO Box 2408 Santa Fe NM 87504 501(c)(3) Contribution 1250 School of American Ballet 70 Lincoln Center Plaza Floor 5 New York NY 10023 501(c)(3) Membership 2000 SM Wright Foundation 9213 Soverign Row Dallas TX 75247 501(c)(3) Contribution 4500 SMU in Taos PO Box 750402 Dallas TX 75275 501(c)(3) Friends of SMU in Taos 2500 SMU Mustang Club PO Box 750315 Dallas TX 75275 501(c)(3) Contribution 3200 Southern Methodist University PO Box 750402 Dallas TX 75275 501(c)(3) Charles Phillilp Philbin Scholarship 72200 Southern Methodist University PO Box 750133 Dallas TX 75275 501(c)(3) Perkins Scholarship Luncheon sponsor 7000 Southern Methodist University PO Box 750356 Dallas TX 75275 501(c)(3) Meadows at the Meyerson 1250 Southern Methodist University PO Box 760460 Dallas TX 75275 501(c)(3) J. Erik Jonsson Ethics Award Luncheon 1000 Southern Methodist University PO Box 750460 Dallas TX 75275 501(c)(3) Fondren Library 2838 Southwestern Medical Foundation 3889 Maple Ave Ste 100 Dallas TX 75219 501(c)(3) 85th Anniversary 5331 Southwestern University PO Box 770 Georgetown TX 78627 501(c)(3) The Southwestern Fund 1000 Southwestern University PO Box 770 Georgetown TX 78627 501(c)(3) Mood-Bridwell Hall 10000 St Mark's School of Texas 10600 Preston Road Dallas TX 75230 501(c)(3) 2024 Annual Contribution 100 Sweet Briar College 134 Chapel Road Sweet Briar VA 24595 501(c)(3) Prothro Natatorium repairs 125000 Sweet Briar College 134 Chapel Road Sweet Briar VA 24595 501(c)(3) Contribution 22500 Taos Art Museum at Fechin House 227 Paseo del Pueblo Norte Taos NM 87571 501(c)(3) In honor of Roy and Janis Coffee 2500 Texas 2036 3963 Maple Ave Dallas TX 75219 501(c)(3) 2024 Contribution 2000 Texas Pit Crew PO Box 9823 Wichita Falls TX 76308 501(c)(3) Contribution 2000 Texas State History Museum Foundation PO Box 12456 Austin TX 78711 501(c)(3) Honor of Kern Wildenthal 1250 Texas Wesleyan University 1201 Wesleyan Ft Worth TX 76105 501(c)(3) Annual Fund 2500 The Cure Starts Now Foundation 10280 Chester roade Cincinatti OH 45215 501(c)(3) Contribution 1665 The Learning Alliance PO Box 2647 Vero Beach FL 32961 501(c)(3) 2024 Contribution 3330 The Senior Source 3910 Harry Hines Blvd Dallas TX 75219 501(c)(3) Spirit of Generations- Elaine Agather 2500 The Wesley Foundation 3405 Taft Blvd Wichita Falls TX 76308 501(c)(3) Golf Sponsorship 1000 Tom Lea Institute 201 E Main Suite 109 El Paso TX 79901 501(c)(3) General 500 Trinity University One Trinity Place San Antonio TX 78212 501(c)(3) Visitor Initiative, memory Donald Philbin 700 United Regional Health Care Foundation 1600 11th Street Wichita Falls TX 76301 501(c)(3) Contribution 1000 United Way of Metropolitan Dallas 1800 N Lamar Dallas TX 75202 501(c)(3) Ruth Sharp Alshuler Tocqueville Society 6666 Uplift Education 3000 Pegasus Park Drive Dallas TX 75247 501(c)(3) Hampton Athletic Facility Track 26666 Uplift Education 3000 Pegasus Park Drive Dallas TX 75247 501(c)(3) Dinner and Dialogue Sponsor 3333 Uplift Education 3000 Pegasus Park Drive Dallas TX 75247 501(c)(3) Contribution 6666 US Speedskating 5662 S Cougar Ln Salt Lake City UT 84118 501(c)(3) Podium Club 1800 Utah Symphony and Opera 123 West South Temple Salt Lake City UT 84101 501(c)(3) DVMF in Memory of Bill Shiebler 100 Visiting Nurse Association & Hospice Fnd 920 37th Place Suite 101 Vero Beach FL 32960 501(c)(3) Annual Gift 1330 Wake Forest University PO Box 7227 WinstenSalem NC 27109 501(c)(3) Parents Campaign 666 Wichita Falls Area Food Bank 1230 Midwestern Pkwy Wichita Falls TX 76302 501(c)(3) Operating Expenses 750 Wichita Falls Faith Mission PO Box 965 Wichita Falls TX 76307 501(c)(3) Decorator Showcase 500 Wichita Falls ISD Foundation 1104 Broad Street Wichita Falls TX 76301 501(c)(3) Memorial & Legacy High Schools 500000 Wichita Falls Symphony Orchestra 1300 Lamar Wichita Falls TX 76308 501(c)(3) 2024 Contribution 18250 Wichita Falls Symphony Orchestra 1300 Lamar Wichita Falls TX 76301 501(c)(3) 2024-25 Concert Sponsorship 60000 Wichita Falls Symphony Orchestra 1300 Lamar Wichita Falls TX 76301 501(c)(3) Annual Fund and Guest Artist 39000 Wichita Falls Youth Symphony Orchestra 1300 Lamar St Wichita Falls TX 76301 501(c)(3) Contribution 500 Wichita Falls Youth Symphony Orchestra 1300 Lamar St Wichita Falls TX 76301 501(c)(3) Orchestral Programs 10000 Wild Bird Rescue Inc 4611 Lake Shore Dr Wichita Falls TX 76310 501(c)(3) Membership Contribution 250 Wofford College 429 North Church Street Spartanburg SC 29303 501(c)(3) James Patrick Prothro Enowed Scholshp 10000 Woodall Rogers Park Foundation 1909 Woodall Rodgers Freeway Dallas TX 75201 501(c)(3) Klyde Warren Park 3333 Yellowstone Forever 222 East Main Street Suite 301 Bozeman MT 59715 501(c)(3) General 500 YMCA 1010 9th Street Wichita Falls TX 76301 501(c)(3) 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shs/456 shs 17117 79189 John Bean Technologies Corp 241 shs/437 shs 42686 55543 Lakeland Fincl Corp 465 shs/224 shs 16511 15402 Landstar Systems Inc 255 shs/267 shs 24701 45887 Natl Beverage Corp 797 shs 16886 34008 Prestige Consmr Healthcare 0 shs/423 shs 35732 33032 Primerica Inc 225 shs/235 shs 21466 63784 RBC Bearings Inc 194 shs/204 shs 24932 61025 RLI Corp 274 shs 18278 45163 Scotts Miracle-Gro Co 419 shs 29315 27796 Siteone Landscape Supply Inc. 2758 shs/288 shs 21761 37950 Thor Industries Inc 373 shs 21611 35700 Unifirst Corp 215 shs/224 shs 39435 38324 Watsco Inc 203 shs/127 shs 17633 42954 WD-40 Co 177 shs 22108 60184 Antero Resources Corp 0 shs/900 shs 23567 31545 Antero Midstream Corp 0 shs/6000 shs 59028 90540 Centerpoint Energy Inc 1400 shs 42654 44422 Cheniere Energy Inc 1500 shs 92014 322305 Clearway Energy Inc 3100 shs 44258 80600 DT Midstream Inc 0 shs/1400 shs 74950 139202 Kinetik Hodgs Inc 2600 shs 78197 147446 Oneck Inc 1309 shs 34842 131424 Pembina Pipeline Corp 2500 shs 91918 92375 Plains GP Holdings LP 3700 shs 43642 68006 Sempra 900 shs 57807 78948 Targa Resources Investments 2075 shs/1675 shs 10933 298988 Williams Cos Inc 5000 shs/4500 shs 74599 243540 Investo QQQ Trust 1488 shs/1349 shs 219764 689649 Vanguard Index FDS Value 5056 shs/4973 shs 532914 841929 Vanguard Small Cap Growth 2068 shs/2039 shs 346409 571042 Vanguard Index FDS Growth 4573 shs/4435 shs 635317 1820301 Vanguard Mid-Cap Growth 2247 shs/2239 shs 291053 568146 Ishares MSCI South Korea 1252 shs/1256 shs 82025 63918 Ishares Tr EAFE Small Cap 2569 shs/2388 shs 134424 145071 Ishares MSCI India ETF 1768 shs/1372 shs 60738 72222 Ishares Core MSCI Emerging Markets4575 shs/4083 shs 208879 213214 Vanguard Intl Equity FDS FTSE 3662 shs/4911 shs 205117 216280 ANSYS Inc 53 shs 4445 17878 Abbott Laboratories 5426 shs 30547 613735 Alphabet Inc 3000 shs 207183 571320 Amazon Com Inc 5000 shs 592340 1096950 Apple Inc 5045 shs 20191 1263369 ASML Hldg 850 shs 79342 589118 Automataic Data Proc 1285 shs 45708 376158 BAE Sys Plc 0 shs/5100 shs 348170 291516 Blackrock Inc 450 shs 112571 461300 Broadridge Finl 950 shs 118969 214786 Caterpillar Inc Del 940 shs 73010 340994 Chevron Corp 3000 shs 29167 434520 Coca Cola, Incorporated 5338 shs 46089 332344 Costar Group 0 shs/2300 shs 177605 164657 Exxon Mobil 3600 shs 308088 387252 Intercontinental Exchange Inc 1925 shs 111806 286844 Intuitive Surgical Inc 750 shs 133209 391470 Kemper Corp Del 1800 shs 907 119592 Marriott Intl Inc 1600 shs 242025 446304 Mastercard Inc 1045 shs 216913 550266 McDonalds Corp Com 1140 shs 65903 330475 Microsoft Corp 4340 shs 310793 1829310 Novo Nordisk A S ADR 9500 shs 62662 817190 NVIDIA 0 shs/2100 shs 279824 282009 Otis Worldwide Corp 675 shs 23857 62512 Pepsico Inc. 1965 shs 23522 298798 Progressive Crp Ohio 1400 shs 102164 335454 S&P Global Inc 850 shs 22031 423326 Sherwin Williams 785 shs 107768 266845 Taiwan Manufacturing 0 shs/1000 shs 189099 197490 Texas Instruments 3190 shs 110918 598157 Union Pacific 1275 shs 111702 290751 United Health Group Inc 1325 shs 271550 670265 Visa Inc 1400 shs/1900 shs 285025 600476 Zoetis Inc 950 shs 145626 154784 Energy Transfer Equity LP 8400 shs -12781 -21681 164556 Enterprise Products Partner LP 8050 shs -57345 -55789 252448 Western Gas Partners LP 4202 shs -8655 -8212 161483 Prothro Investments 8033 8876 890589 Producing and NonProducing Mineral Investments 3603 3603 325807 Other Expenses - Royalties 1787 1787 0 Miscellaneous Expenses 4062 4062 0 Non deductible expenses-Partnerships 105 0 0 Oil & Gas Royalties 166529 166529 166529 Oil & Gas Royalties - Partnership K-1'S 436727 436727 436727 Partnerships - K-1's 34104 34104 34104 Miscellaneous Income 2990 2990 2990 Other Professional Fees - Fayez Sarofim & Co. (Investment Mgmt.) 55741 55741 0 Other Professional Fees - National Finl Services. (Investment Mgmt.) 135650 135650 0 Foreign Tax Expense 10407 10407 0 Ad Valorem 6771 6771 0 Federal Excise & Misc. Taxes 39302 0 0 Gross Production Tax 8675 8675 0 Payroll Taxes 3672 1836 1836 Gross Production Tax-Partnerships 58955 58955 0