2025-09-18T10:59:37-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 204886012 Garrison Family Foundation % Foundation Source GARR 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Bill Carrothers Treasurer 8008391754 2025-09-10 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 30684908 X 0 X 38583 38583 588052 588052 1295356 6305545 1102492 26595 58 1948586 1729185 0 88501 88501 24 19607 407 84420 67 84353 192552 88975 84353 1154400 1154400 1346952 88975 1238753 601634 1640210 0 1692581 1818482 1818482 2188 2188 2188 13265202 13714020 26452036 2343156 2458860 2412202 90977 17391916 17993550 30684908 0 0 X 17391916 17993550 17391916 17993550 17391916 17993550 17391916 601634 17993550 17993550 Publicly-traded Securities 6305545 5203053 1102492 1102492 1102492 22799 22799 22799 14900 0 7900 22800 X 0 1 1 false false false false false true true false true true TX true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Pam Carrothers Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 William Carrothers Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 10.0 0 0 0 Harvey Garrison Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Kerry Garrison Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Sandy Garrison Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 0.0 0 0 0 Bruce Walker Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Sharon Walker Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 84353 First Financial Trust PO Box 701 ABILENE TX 79604 Investment MGMT 53807 27778333 949637 0 28727970 0 28727970 430920 28297050 1414853 1414853 22799 4826 27625 1387228 1387228 1387228 1238753 0 0 0 0 1238753 1387228 119051 1238753 119051 1119702 0 0 267526 0 0 NONE X AGRICULTURE HERITAGE MUSEUM INC 1121 CANYON LAKE DR LUBBOCK TX 79403 N/A PC General & Unrestricted 80000 ALSTROM ANGELS CORP 5121 69TH ST STE B1 LUBBOCK TX 79424 N/A PC General & Unrestricted 120000 AUSTIN ACHIEVE PUBLIC SCHOOLS INC 5908 MANOR RD AUSTIN TX 78723 N/A PC General & Unrestricted 10000 AUSTIN PETS ALIVE PO BOX 736245 DALLAS TX 75373 N/A PC General & Unrestricted 50000 AUSTIN PLASTIC SURGERY FOUNDATION AUSTIN SMILES 9415 BURNET RD STE 207 AUSTIN TX 78758 N/A PC General & Unrestricted 5000 AUSTIN YMBL SUNSHINE CAMP 2225 ANDREW ZILKER RD AUSTIN TX 78746 N/A PC General & Unrestricted 50000 BOY SCOUTS OF AMERICA 30 BRIERCROFT OFC PARK LUBBOCK TX 79412 N/A PC General & Unrestricted 5000 BRIDGES TO LIFE PO BOX 570895 HOUSTON TX 77257 N/A PC General & Unrestricted 20000 CASA ESPERANZA INC PO BOX 457 LIBERTY HILL TX 78642 N/A PC General & Unrestricted 60000 CETA CANYON CAMP & RETREAT CENTER 37201 FM 1721 HAPPY TX 79042 N/A PC General & Unrestricted 90000 COMMUNITY HEALTH CENTER OF LUBBOCK INC 1610 5TH ST LUBBOCK TX 79401 N/A PC General & Unrestricted 10000 COVENANT HEALTH SYSTEM FOUNDATION 3615 19TH ST LUBBOCK TX 79410 N/A PC General & Unrestricted 100000 HARMONY SCHOOL OF CREATIVE ARTS 1503 MORMON MILL RD MARBLE FALLS TX 78654 N/A PC General & Unrestricted 40000 HIGHLAND LAKES CRISIS NETWORK 1000 RIDGE POINT DR MARBLE FALLS TX 78654 N/A PC General & Unrestricted 30000 HOPE TO OPPORTUNITIES FOUNDATION 5241 S WASHINGTON ST AMARILLO TX 79110 N/A PC General & Unrestricted 10000 INSIDE OUT FOUNDATION 4630 50TH ST STE 500 LUBBOCK TX 79414 N/A PC General & Unrestricted 15000 JOSEPHS HAMMER PO BOX 7960 HORSESHOE BAY TX 78657 N/A PC General & Unrestricted 100000 KIDLINKS 2904 FLOYD ST DALLAS TX 75204 N/A PC General & Unrestricted 15000 MAKE-A-WISH FOUNDATION OF CENTRAL AND SOUTH TEXAS 3600 BEE CAVES RD STE 100 WEST LAKE HILLS TX 78746 N/A PC General & Unrestricted 55000 MCMURRY UNIVERSITY 1 MCMURRY UNIVERSITY 308 ABILENE TX 79697 N/A PC Pre-Nursing Student Support Program 30000 NEW DEAL EDUCATION FOUNDATION INC 3718 COUNTY RD 5500 LUBBOCK TX 79415 N/A PC General & Unrestricted 5000 OPEN DOOR RECOVERY HOUSE 2705A COMMERCE ST MARBLE FALLS TX 78654 N/A PC General & Unrestricted 20000 REWORK PROJECT 1705 POPPY SEED LN AUSTIN TX 78741 N/A PC General & Unrestricted 5000 RONALD MCDONALD HOUSE CHARITIES OF THE SOUTHWEST I 3413 10TH ST LUBBOCK TX 79415 N/A PC General & Unrestricted 10000 SAGE STUDIO & GALLERY 916 SPRINGDALE RD BLDG 2 103 AUSTIN TX 78702 N/A PC General & Unrestricted 10000 SEEDLING FOUNDATION 8001 CENTRE PARK DR STE 140 AUSTIN TX 78754 N/A PC General & Unrestricted 8000 STREET YOUTH MINISTRY OF AUSTIN 7421 BURNET RD 264 AUSTIN TX 78757 N/A PC General & Unrestricted 5000 TEXAS TECH FOUNDATION INC PO BOX 45025 LUBBOCK TX 79409 N/A PC General & Unrestricted 170000 VELA 4900 GONZALES ST AUSTIN TX 78702 N/A PC General & Unrestricted 21400 YOUTH AND FAMILY ALLIANCE 3700 S 1ST ST AUSTIN TX 78704 N/A PC General & Unrestricted 5000 1154400 14 38583 14 588052 18 1295356 K-1 INC/LOSS 525990 26537 CLASS ACTION LAWSUIT PROCEEDS 01 58 26537 1922049 1948586 false false false false false false false false false false Form 990-PF Form 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. AK STEEL CORP - 7.000% - 03/15 49979 50058 ALBERTSONS INC - 7.450% - 08/0 61694 77406 ALLY FINL INC BOND PERPETUAL - 31476 27995 ALTRIA GROUP INC NOTE CALL - 5 50245 38119 AMC NETWORKS INC NOTE CALL MAK 30366 23550 AMERIGAS PARTNERS L P NOTE - 5 82091 79983 APA CORP - 4.250% - 01/15/2044 19780 18810 AT & T INC - 5.350% - 09/01/20 30085 29071 BANK NEW YORK MELLONCORP BOND 33300 29715 BELO CORP BOND CALL MAKE WHOLE 34715 36143 CBS CORP - 4.000% - 01/15/2026 32068 31652 CHENIERE ENERGY PARTNERS LP - 53221 52025 CITIGROUP INC - 0.000% - 08/20 77878 74703 CITIZENS FINL - 2.638% - 09/30 52266 52248 CREDIT ACCEP CORP MICH - 6.625 34461 34999 DISCOVER FINL SVCS FR - 3.250% 30314 28652 DONNELLEY R R &SONS CO - 8.820 102869 102000 FORD MOTOR CO - 6.375% - 02/01 32258 30988 FORD MOTOR CO COM - 8.900% - 0 263454 302717 FORD MTR CO - 9.980% - 02/15/2 47503 65386 FRONTIER COMMS HLDGS - 5.875% 10085 7465 GENWORTH FINANCIAL INC CL A - 49691 49200 GOODYEAR TIRE & RUBR CO - 4.60 65008 61466 GOODYEAR TIRE &RUBR CO NOTE - 25830 23186 ICAHN ENTERPRISES LP/CORP NOTE 63880 64398 INTEL CORP - 3.730% - 12/08/20 33941 30370 JEFFERIES GROUP LLC - 4.000% - 52736 54865 LIBERTY MEDIA NOTE - 8.500% - 74236 33851 LUMEN TECHNOLOGIES INC - 7.600 126260 101362 NEWELL BRANDS INC - 5.375% - 0 49168 51617 PARAMOUNT GLOBAL - 5.500% - 05 24677 26089 PARK OHIO INDS INC-OHIO SER B 12003 11790 PATTERSON-UTI ENERGY INC - 7.1 59475 57647 PENSKE AUTOMOTIVE GRP INC - 3. 30411 27264 PHELPS DODGE CORP - 9.500% - 0 28951 28863 ROYAL CARIBBEAN CRUISES - 7.50 48753 52446 SAFEWAY INC - 7.450% - 09/15/2 30905 30825 SEAGATE HDD CAYMAN NOTE CALL - 61616 59663 SELECT INCOME REIT - 4.500% - 9549 9867 TENNECO PACKAGING INC - 7.950% 24757 25420 TENNECO PACKAGING INC - 8.375% 24032 26255 UNDER ARMOUR INC - 3.250% - 06 22588 23167 UNITED STEEL CORP SR NT - 6.65 96007 97134 US CELLULAR COR NT - 6.700% - 69689 73825 VORNADO - 3.400% - 06/01/2031 59051 59644 WELLS FARGO & CO - 4.250% - 08 30320 29216 WELLS FARGO & CO - 6.800% - 11 20921 20948 XEROX CORP - 6.750% - 12/15/20 62920 41266 XPO CNW INC - 6.700% - 05/01/2 41377 46873 ADOBE SYSTEMS, INC 158184 193880 ADVANCED MICRO DEVICES INC 96342 118374 AERCAP HOLDING N.V 178031 313609 AES CORP 169006 132355 AGNC INVESTMENT CORP CUML 6.87 26135 28039 ALERIAN MLP ETF 39086 27675 ALEXANDRIA REAL ESTATE EQUITIE 110221 88478 ALLSTATE PFD SER H 22209 21489 ALPHABET INC CL A 412345 940252 AMAZON COM 397770 954346 AMERICAN ELECTRIC POWER INC 186275 225687 AMERICAN TOWER REIT INC 74771 72630 AMGEN INC 314784 387572 AMN HEALTHCARE SERVICES INC 225142 90178 APPLE INC 220193 1062281 BANK OF AMERICA CORP 159898 249856 BLACKROCK INC 106234 228600 BLACKROCK INNOVATION AND GROWT 43353 19500 BOOKING HOLDINGS INC 105940 278232 BROADCOM INC 157163 483155 CAMDEN PPTY TR 51671 48853 CHART INDUSTRIES, INC 195218 300955 CHEVRON CORP 198686 246083 CISCO SYSTEMS INC 87077 226262 CITIGROUP INC 225594 242001 COMCAST CORP 166665 142839 CONOCOPHILLIPS 115230 204092 DANAHER CORP 200962 228632 EATON CORP PLC 73422 332534 ENTEGRIS INC 108980 145717 EQUINIX, INC 66510 132947 ERICKSON INC 50002 18 FEDERATED HERMES GOVT ULTRASHO 63867 64099 FERGUSON PLC 131100 173223 FIRST FINANCIAL BANKSHARES, IN 780267 4181799 GENERAC HOLDING INC 169513 132103 GITLAB INC 126187 133099 HOME DEPOT INC 74769 209277 HONEYWELL INTL 142275 217532 INCYTE CORPORATION 128194 144840 INTUIT 124054 180380 INTUITIVE SURGICAL 67795 180076 INVITATION HOMES INC. 76141 72188 IQVIA HOLDINGS INC 102366 123998 JOHNSON & JOHNSON 196268 291265 JP MORGAN CHASE 119384 430040 KBW REGIONAL BANKING ETF 210575 304768 LAM RESEARCH CORP 81041 127847 LOCKHEED MARTIN CORP 125091 255604 LOWES COMPANIES INC 74771 89342 LULULEMON ATHLETICA INC 43704 71128 MARTIN MARIETTA MATLS INC 93924 141005 MASTERCARD INC 139536 240642 MCDONALD'S CORP 210988 347288 MEDTRONIC PLC 156325 117583 MERCK & CO INC 170948 313561 META PLATFORMS INC 493492 1052746 MICROSOFT CORP 702515 1583996 MONDELEZ INTERNATIONAL INC 152044 218433 NEUROCRINE BIOSCIENCES, INC 176392 201474 NEXTERA ENERGY, INC 345264 371283 NIKE INC-CL B 15056 113505 NISOURCE INC 121682 167368 NOVARTIS AG ADR 66697 92834 NUVEEN MLT STR I&G 55256 44802 NUVEEN PREFERRED AND INCOME TE 18 19 NVIDIA CORP 269528 895310 PALO ALTO NETWORKS INC 238339 523681 PEPSICO INC 108976 209083 PFIZER INC 13695 21887 PIMCO DYNAMIC INCOME FUND 126269 84703 PROCTER GAMBLE CO 45647 138311 QWEST CORP SR NOTES 6.500% - 0 31047 23065 ROPER INDUSTRIES 76968 132562 SALESFORCE.COM 319624 447334 SCHLUMBERGER LTD 68869 60769 SHERWIN-WILLIAMS CO 100878 138352 SPDR BARCLAYS CAPITAL 1-3 MONT 222370 221809 STARBUCKS CORP COM 76030 125743 T-MOBILE US INC 145982 227793 TAIWAN SEMICONDUCTOR MFG CO LT 189897 273129 TALEN ENERGY CORP 195641 355393 TESLA MOTORS INC 75254 184959 TEXAS INSTRUMENTS INC 14463 84380 THE BLACKSTONE GROUP INC CL A 209172 677266 THE COCA-COLA CO 108686 151416 UNION PACIFIC 97960 109459 UNITED THERAPEUTICS CORP 163298 242754 VEEVA SYSTEMS INC 153464 171144 WAL-MART STORES INC 68621 137151 WILLIAMS COS 112744 258315 Administrative Fees 84353 84353 Bank Charges 67 67 K-1 Inc/Loss FERRELLGAS PARTNERS, LP - CLASS B 26537 Class Action Lawsuit Proceeds 58 58 Investment Management Services 88501 88501 990-PF Estimated Tax for 2024 14900 990-PF Extension for 2023 1800 990-T Extension for 2023 2500 Foreign Tax Paid 407 407