2025-03-16T07:08:43-07:00 2024-12-31 202216960 KURT & ASSOCIATES PC 333 CYPRESS RUN SUITE 210 HOUSTON TX 77094 990PF 2024-01-01 806133292 WALKER FAMILY FOUNDATION WALK 7132131261 13224 BAY PLACE DRIVE BEACH CITY TX 77523 DOUG WALKER CO-TRUSTEE 7132131261 2025-02-05 true true PAUL KURT CPA P00021147 2814926545 2025-03-16 2024 2025-03-06 01:10:19Z X 352089 X 1300 X 7978 7978 5308 0 0 9278 13286 0 1300 1300 0 272 78 0 0 1572 78 1300 16000 16000 17572 78 17300 -8294 13208 3460 2795 2795 0 0 153049 150716 349294 0 0 0 0 0 0 156509 153511 352089 0 0 0 0 0 X 156509 153511 156509 153511 156509 153511 156509 -8294 5437 153652 141 153511 28.691 SHS ISHARES RUSSELL 1000 INDEX FUND P 2012-02-28 2024-01-12 7500 0 2192 5308 0 0 0 5308 5308 184 0 184 0 184 0 184 0 false false false false false false false true true TX true false false false false true N/A DOUGLAS E WALKER 2813834444 13224 BAY PLACE DRIVE BEACH CITY TX 77523 false false false false false false false false false false false false false false false false false false false false false false false DOUGLAS E WALKER 13224 BAY PLACE DRIVE BEACH CITY TX 77523 CO-TRUSTEE 3.00 0 0 0 INTA I WALKER 13224 BAY PLACE DRIVE BEACH CITY TX 77523 CO-TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 HIGH SCHOOL, COLLEGE, AND UNIVERSITY SCHOLARSHIP GRANTS 9000 GRANTS TO LOCAL FACILITIES PROVIDING ASSISTANCE TO MENTALLY, PHYSICALLY CHALLENGED ADULTS AND CHILDREN 1500 GRANTS TO LOCAL ENVIRONMENTAL/NATURE ORGANIZATION 5000 GRANTS OF FINANCIAL ASSISTANCE TO LOCAL CHAPTER OF NATIONAL/LOCAL ORGANIZATIONS, BEACH CITY VOLUNTEER FIRE DEPARTMENT 500 NONE. 0 0 331565 3128 0 334693 0 334693 5020 329673 16484 16484 184 184 16300 16300 16300 17300 0 17300 16300 1030 1970 460 1329 1698 6487 17300 0 16300 1000 7487 0 0 0 0 1030 6457 1970 460 1329 1698 1000 THE TRUST'S CREATORS DOUGLAS E AND MORE THAN 2 OF THE TOTAL CONTRIBUTI NONE X BUCKNELL UNIVERSITY ONE DENT DRIVE LEWISBURG PA 17837 PC COLLEGE SCHOLARSHIP GRANT 7500 CORNELL UNIVERSITY 130 E SENECA STREET ITHACA NY 14850 PC COLLEGE SCHOLARSHIP GRANT 1500 BAY AREA REHABILITATION CENTER 5315 DECKER DRIVE BAYTOWN TX 77520 PC REHABILITATION OF MENTALLY, PHYSICALLY CHALLENGED YOUTH & ADULTS 1500 GALVESTON BAY FOUNDATION 1725 HIGHWAY 146 KEMAH TX 77565 PC EDUCATION, ENVIRONMENTAL CONSERVATION 2000 BEACH CITY VOLUNTEER FIRE DEPARTMENT 12717 FM 2354 BEACH CITY TX 77523 PC COMMUNITY PROTECTION 500 TAMPA BAY WATCH INC 3000 PINELLAS BAYWAY S TIERRA VERDE FL 33715 PC EDUCATION, ENVIRONMENTAL CONSERVATION 1500 SEA TURTLES INC 6617 PADRE BLVD SOUTH PADRE ISLAND TX 78597 PC EDUCATION, CONSERVATION, REHABILITATION 1500 16000 14 0 7978 0 7978 7978 N/A N/A false false false false false false false false false false 1,026.086 SHS. EXXONMOBIL CORPORATION (DONATED MARKET VALUE $74,052.63) 74053 110376 560.309 SHS. ISHARES RUSSELL 1000 ETF (IWB) 42801 180509 77.255 SHS. ISHARES RUSSELL 2000 ETF (IWM) 6400 17070 572 SHS. VANGUARD FTSE DEVELOPED MARKET ETF (VEA) 19631 27353 157 SHS. VANGUARD REAL ESTATE ETF (VNQ) 7831 13986 NET NON-TAXABLE DISTRIBUTION ADJUSTMENT-VANGUARD R.E. ETF 141 TAX GAIN GREATER THAN BOOK GAIN ON SALE OF INVESTMENT 0 CAPITAL GAINS NET INCOME 5308 NON-DIVIDEND DISTRIBUTION, FORM 1099 TAX STATEMENT 129 FOREIGN TAX HELD-DIVIDENDS 78 78 FEDERAL EXCISE TAX 194