2019-05-16T13:42:57-05:00 2018-12-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990PF 2018-01-01 750992690 TJ BROWN & CA LUPTON FOUNDATION TJBR 8177381804 PO BOX 1629 FORT WORTH TX 761011629 CHARLES GEREN DIRECTOR 8177381804 2019-04-25 1 CHRISTY CATES P00440503 8172599100 71.131.70.48 2019-04-25 08:11:01 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5AB0508C917B9D793C9B3D17A0B80BA1E12A49C9 2018 2019-02-21 02:37:17Z X 39026375 X X 10123 10123 945950 945950 1915656 7029454 1915656 13458 13458 2885187 2885187 20000 5000 15000 52950 32025 20925 249538 249538 0 28402 2469 0 530 0 530 800 0 800 3329 2834 495 355549 291866 37750 2082500 2082500 2438049 291866 2120250 447138 2593321 292352 1217892 1949602 1949602 164662 57766 164662 164662 27031361 27966269 36871920 5420 5420 0 0 40191 28599371 30080533 39026375 20500 1075429 45094 24189 65594 1099618 X 0 0 0 0 28533777 28980915 28533777 28980915 28599371 30080533 28533777 447138 0 28980915 0 28980915 CAPITAL GAIN DISTRIBUTIONS P 169191 169191 169191 CAPITAL GAINS ON SECURITIES P 6860263 5113798 1746465 1746465 1915656 0 1672300 39601789 0.042228 2076051 36713829 0.056547 1807733 38725392 0.046681 1923823 40129670 0.047940 1685440 37288648 0.045200 0.238596 0.047719 42540588 2029994 25933 2055927 2120250 X 25933 0 25933 0 25933 0 0 0 0 X 1066 26999 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 1 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 TAV HOLMES BERRY PO BOX 1629 FORT WORTH TX 76101 DIRECTOR 1.00 4000 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 53164 0 NONE 0 NONE 0 0 0 42888593 200348 99473 43188414 0 0 43188414 647826 42540588 2127029 2127029 25933 25933 2101096 0 2101096 0 2101096 2120250 0 2120250 25933 2094317 2101096 1871416 0 0 2120250 1871416 0 0 248834 0 0 0 0 0 0 0 0 1852262 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 20000 CASSATA LEARNING CENTER 1400 HEMPHILL ST FORT WORTH TX 76104 NONE PUBLIC EDUCATIONAL 5000 COOK CHILDREN'S MEDICAL CENTER 801 7TH AVE FORT WORTH TX 76104 NONE PUBLIC CHARITABLE 75000 FORT WORTH ZOOLOGICAL ASSOCIATION INC 1989 COLONIAL PKWY FORT WORTH TX 76110 NONE PUBLIC CHARITABLE 100000 GILL CHILDREN'S SERVICES INC 555 HEMPHILL ST 200 FORT WORTH TX 76104 NONE PUBLIC CHARITABLE 10000 GOODFELLOW FUND PO BOX 1870 FORT WORTH TX 76101 NONE PUBLIC CHARITABLE 2500 HUMANE SOCIETY OF NORTH TEXAS 1840 EAST LANCASTER AVE FORT WORTH TX 76103 NONE PUBLIC PREVENTION OF CRUELTY AND ABUSE 40000 MD ANDERSON CANCER CENTER PO BOX 4486 HOUSTON TX 77210 NONE PUBLIC CHARITABLE 120000 MODERN ART MUSEUM 3200 DARNELL ST FORT WORTH TX 76107 NONE PUBLIC CHARITABLE 50000 NATIONAL COWGIRL MUSEUM AND HALL OF FAME 1720 GENDY ST FORT WORTH TX 76107 NONE PUBLIC CULTURAL 220000 OLD JAIL ART CENTER 201 S 2ND ST ALBANY TX 76430 NONE PUBLIC CHARITABLE 25000 PERFORMING ARTS FORT WORTH 525 COMMERCE ST FORT WORTH TX 76102 NONE PUBLIC CULTURAL 10000 SAVING HOPE FOUNDATION 5500 CARUTH HAVEN LN DALLAS TX 75225 NONE PUBLIC PREVENTION OF CRUELTY AND ABUSE 25000 SECOND STAGE THEATRE 305 WEST 43RD ST NEW YORK NY 10036 NONE PUBLIC CULTURAL 35000 TCU - ATHLETIC PROGRAM TCU BOX 297140 FORT WORTH TX 76129 NONE PUBLIC CHARITABLE 1260000 TCU - RHINO PROJECT TCU BOX 297140 FORT WORTH TX 76129 NONE PUBLIC CHARITABLE 25000 THE GATEHOUSE 2557 STONE MYERS PKWY GRAPEVINE TX 76051 NONE PUBLIC CHARITABLE 50000 ZACH THEATRE 1510 TOOMEY RD AUSTIN TX 78704 NONE PUBLIC CULTURAL 10000 2082500 0 14 10123 14 945950 15 13458 18 1915656 0 2885187 0 2885187 0 0 0 0 0 0 0 0 0 0 AUDIT AND TAX RETURN PREPARATION 30750 15375 15375 BOOKKEEPING 22200 16650 5550 NONE 0 BANK OF AMERICA AGENCY 8423078 9588218 CITIGROUP EQUITIES 5006122 7892029 JP MORGAN CHASE BANK AGENCY 13994386 18849637 MERRILL LYNCH - MUTUAL FUND 542683 542036 MINERAL INTERESTS 12056 12056 40191 ACCUMULATED DEPLETION -12056 -12056 OFFICE EXPENSE 660 165 495 MISCELLANEOUS 2669 2669 0 OIL AND GAS ROYALTIES 13458 13458 13458 FEDERAL EXCISE TAX PAYABLE 45094 24189 INVESTMENT MANAGEMENT FEE 249538 249538 0 EXCISE TAXES 25933 0 0 FOREIGN TAXES 2439 2439 0 AD VALOREM TAXES 30 30 0