2026-05-08T13:48:59-05:00 2025-12-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990PF 2025-01-01 750992690 TJ BROWN & CA LUPTON FOUNDATION TJBR 8177381804 PO BOX 1629 FORT WORTH TX 761011629 CHARLES GEREN DIRECTOR 8177381804 2026-05-01 1 EMILY LANDRY P01614538 8172599100 2025 2025-03-06 01:10:19Z X 59688996 X X 43853 43853 1037115 1037115 2885219 8225633 2885219 30727 30727 3996914 3996914 17300 4325 12975 69064 42441 26623 343151 343151 0 56271 6222 0 1722 0 0 536 134 402 488044 396273 40000 2756667 2756667 3244711 396273 2796667 752203 3600641 1304177 1816061 1816061 922638 995572 995572 110680 27745 110680 110680 26950582 27019000 56766683 29205142 29941313 59688996 20500 20500 20346 4314 40846 24814 X 0 0 0 0 29164296 29916499 29164296 29916499 29205142 29941313 29164296 752203 0 29916499 0 29916499 PUBLICLY TRADED SECURITIES P 2024-01-01 2025-12-31 8225633 5340414 2885219 2885219 2885219 50049 0 50049 0 50049 54420 0 0 0 54420 X 10 4361 4361 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A 618 CONSULTING PLLC 8179995831 2416 OAK SHADOW CT ARLINGTON TX 76017 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES LUPTON GEREN PO BOX 1629 FORT WORTH TX 76101 DIRECTOR 1.00 4000 0 0 KIT TENNISON MONCRIEF 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 MARY TAVENER HOLMES PO BOX 1629 FORT WORTH TX 76101 DIRECTOR 1.00 5300 0 0 NONE 0 LUTHER KING CAPITAL MANAGEMENT 301 COMMERCE ST 1600 FORT WORTH TX 76102 INVESTMENT MANAGEMENT FEES 156954 BANK OF NY MELLON PO BOX 2034 JERSEY CITY NJ 07303 INVESTMENT MANAGEMENT FEES 103356 BANK OF AMERICA PO BOX 830269 DALLAS TX 75283 INVESTMENT MANAGEMENT FEES 65124 0 NONE 0 NONE 0 0 0 57399132 1273361 160038 58832531 0 0 58832531 882488 57950043 2897502 2897502 50049 50049 2847453 0 2847453 0 2847453 2796667 0 2796667 2847453 0 0 303373 23033 326406 2796667 0 0 0 2796667 0 50786 50786 275620 0 0 0 0 0 0 0 275620 252587 23033 CHARLES GEREN PO BOX 1629 FORT WORTH TX 76101 8177381804 WRITTEN APPLICATION ONLY NONE CHARITABLE PURPOSES WITHIN THE UNITED STATES BAYLOR SCOTT & WHITE ALL SAINTS FOUNDATION 301 N WASHINGTON AVE DALLAS TX 75246 NONE NC CHARITABLE 10000 CASSATA HIGH SCHOOL 1400 HEMPHILL ST FORT WORTH TX 76104 NONE NC EDUCATIONAL 5000 COOK CHILDREN'S MEDICAL CENTER 801 7TH AVE FORT WORTH TX 76104 NONE NC CHARITABLE 40000 EVENT FACILITIES FORT WORTH PO BOX 150 FORT WORTH TX 76101 NONE NC CHARITABLE 250000 GILL CHILDREN'S SERVICES INC 555 HEMPHILL ST STE 200 FORT WORTH TX 76104 NONE NC CHARITABLE 15000 HUMANE SOCIETY OF NORTH TEXAS 1840 E LANCASTER AVE FORT WORTH TX 76103 NONE NC CHARITABLE 30000 MD ANDERSON CANCER CENTER PO BOX 4486 HOUSTON TX 77210 NONE NC CHARITABLE 75000 NATIONAL COWGIRL MUSEUM AND HALL OF FAME 1720 GENDY ST FORT WORTH TX 76107 NONE NC CHARITABLE 335000 NATIONAL FISH AND WILDLIFE FOUNDATION 1625 EYE STREET NW FL 3 WASHINGTON DC 20006 NONE NC CHARITABLE 100000 SAVING HOPE FOUNDATION 420 THROCKMORTORN ST 550 FORT WORTH TX 76102 NONE NC CHARITABLE 50000 SECOND STAGE THEATRE 1501 BROADWAY STE 518 NEW YORK NY 10036 NONE NC CULTURAL 35000 TCU - ATHLETICS HUMAN PERFORMANCE CENTER TCU BOX 297011 FORT WORTH TX 76129 NONE NC CHARITABLE 466667 TCU - FLYING T CLUB TCU BOX 297011 FORT WORTH TX 76129 NONE NC CHARITABLE 560000 TCU - RHINO PROJECT TCU BOX 297011 FORT WORTH TX 76129 NONE NC CHARITABLE 25000 TEXAS CHRISTIAN UNIVERSITY TCU BOX 297011 FORT WORTH TX 76129 NONE NC CHARITABLE 540000 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 NONE NC CHARITABLE 200000 ZACH THEATER 1510 TOOMEY RD AUSTIN TX 78704 NONE NC CHARITABLE 20000 2756667 COOK CHILDREN'S MEDICAL CENTER 801 7TH AVE FORT WORTH TX 76104 NONE NC CHARITABLE 160000 NATIONAL COWGIRL MUSEUM AND HALL OF FAME 1720 GENDY ST FORT WORTH TX 76107 NONE NC CHARITABLE 700000 SECOND STAGE THEATRE 1501 BROADWAY STE 518 NEW YORK NY 10036 NONE NC CULTURAL 200000 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 NONE NC CHARITABLE 800000 ZACH THEATER 1510 TOOMEY RD AUSTIN TX 78704 NONE NC CULTURAL 200000 2060000 14 43853 14 1037115 15 30727 18 2885219 0 3996914 0 3996914 0 0 0 0 0 0 0 0 0 0 AUDIT AND TAX RETURN PREPARATION 37430 18715 18715 BOOKKEEPING 31634 23726 7908 NONE 0 BANK OF AMERICA AGENCY 7728270 11430892 JP MORGAN CHASE BANK AGENCY 10887630 27727091 MERRILL LYNCH - MUTUAL FUND 880895 1097975 BANK OF NY MELLON 7522205 16510725 OFFICE EXPENSE 536 134 402 OIL AND GAS ROYALTIES 30727 30727 30727 FEDERAL EXCISE TAX PAYABLE 20346 4314 INVESTMENT MANAGEMENT FEE 343151 343151 0 EXCISE TAXES 50049 0 0 FOREIGN TAXES 5244 5244 0 AD VALOREM TAXES 978 978 0