2024-05-16T08:17:09-07:00 2023-12-31 202087647 Michael W Dorman CPA PC 14114 Dallas Pkwy Ste 430 Dallas TX 75254 990PF 2023-01-01 752658947 The Charles E Nearburg Foundation CHAR 2147391778 PO Box 823085 Dallas TX 75382 Duane A Davis Secretary 2024-05-16 true Duane A Davis 999009999 true Michael W Dorman P00635001 9723871177 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 13534367 X 5022347 369964 369964 369964 -11501 75528 1696 1696 1696 5382506 371660 371660 2833 2833 2833 4047 4047 4047 38586 38586 38586 45466 45466 45466 0 642512 642512 687978 45466 45466 642512 4694528 326194 326194 2479 438 438 8024539 10362108 13472539 59318 61390 61390 8086336 10423936 13534367 0 X 22683065 27705412 -14596729 -17281476 8086336 10423936 8086336 10423936 8086336 4694528 97 12780961 2357025 10423936 199.62 BAKER HUGHES P 2007-10-12 2023-12-15 6612 12500 -5888 -5888 400.35 BAKER HUGHES P 2007-11-16 2023-12-15 13261 22586 -9325 -9325 40.03 BAKER HUGHES P 2008-09-22 2023-12-15 1326 2028 -702 -702 1.00 JPMORGAN CHASE & CO P 2000-01-01 2023-04-05 5 5 5 10.00 ORGANON CO P 2005-11-04 2023-10-16 169 138 31 31 40.00 ORGANON CO P 2008-04-01 2023-10-16 678 723 -45 -45 30 ORGANON CO P 2008-07-23 2023-10-16 508 449 59 59 30 ORGANON CO P 2011-02-18 2023-10-16 508 467 41 41 56 ISHARES CORE S&P MIDCAP ETF P 2023-01-01 2023-12-12 14777 15232 -455 -455 16 JPMORGAN BETABUILDERS EUROPE ETF P 2023-07-19 2023-07-26 881 887 -6 -6 98 JPMORGAN BETABUILDERS EUROPE ETF P 2023-07-19 2023-07-26 5420 5432 -12 -12 111 JPMORGAN BETABUILDERS EUROPE ETF P 2023-07-19 2023-07-26 6128 6152 -24 -24 104 JPMORGAN BETABUILDERS CANADA P 2023-07-19 2023-12-12 6316 6518 -202 -202 141 JPMORGAN BETABUILDERS DEVELO P 2023-07-19 2023-12-12 6532 6914 -382 -382 542.846 SIX CIRCLE MGD EQ INTL UNCON P 2023-07-19 2023-01-21 6905 7003 -98 -98 Capital Gain Dividends 5502 -11501 -1179 4534 4534 4534 2232 7000 9232 4698 4698 false false false false false false false false true TX true true false false false true N/A Charles Nearburg 2147391778 5433 La Sierra Drive Dallas TX 75231 false false false false false false false false false false false false false false false false false false false false false false Charles E Nearburg PO Box 823085 Dallas TX 753823085 Pres/Director 0.00 0 Duane A Davis PO Box 823085 Dallas TX 753823085 Secretary 0.00 0 Anna M Nearburg PO Box 823085 Dallas TX 753823085 Director 0.00 0 NONE NONE Educational. Donations made to The Petersen Automotive Museum Foundation to support the continued mission of the history of the automobile and its impact on global life and culture. 250000 Educational. Donation made to ArtCenter College of Design to fund the ArtCenter's South Campus Learning Space. 200000 Research. Donations made to CHOP Research Institute (Children's Hospital of Philadelphia)for the Nearburg Ewings Sarcoma Symposium. 142512 Educational. Donation made to Dartmouth College, Rowing Facilities Gift Fund. 50000 9037911 5318 60347 9103576 0 9103576 136554 8967022 448351 X 642512 642512 1996-09-25 X 326194 136751 90584 95013 648542 277265 116238 76996 80761 551260 642512 477930 500000 562900 2183342 642512 477930 500000 562900 2183342 298901 143935 137735 134739 715310 Charles E Nearburg C Nearburg PO Box 823085 Dallas TX 753823085 2147391778 Application for Educational Grant or Loan attached. August 1 each year. See supplemental information attached. The Petersen Automotive Museum 6060 Wilshire Blvd Los Angeles CA 90036 N/A PF To explore and present the history of the automobile and its impact on global life and culture. 250000 Dartmouth College 6066 Development Office Hanover NH 03755 N/A Pvt Sch Rowing Facilities Gift Fund 50000 ArtCenter College of Design 1700 Lida Street Pasadena CA 91103 N/A Pvt Sch To support the ArtCenter's South Campus Learning Space 200000 CHOP Research Institute 3401 Civic Center Blvd Philadelphia PA 19104 N/A PC Sponsor the Rett Nearburg International Ewing's Sarcoma Symposium 142512 642512 14 369964 -11501 LIFE INS CASH VAL INCREASE 14 2073 OIL & GAS ADMIN 15 -65 OIL & GAS COST DEPLETION 15 -1992 OIL & GAS ROYALTIES 15 7640 OIL & GAS SEVERANCE TAXES 15 -5960 371660 -11501 360159 false false false false false false false false false false X X 1 Charles E Nearburg PO Box 823085 Dallas TX 75382 1500000 X 2 Charles E Nearburg PO Box 823085 Dallas TX 75382 676200 X 3 Rascasse LP PO Box 823085 Dallas TX 75382 2846147 X 2 Publicly Traded Stock 676200 2023-12-27 3 Publicly Traded Stock 2846147 2023-12-23 ACCOUNTING AND TAX RETURN PREPARATION 2833 2833 2833 0 LIFE INSURANCE - CASH VALUE 59318 61390 61390 2022 FEDERAL TAX PAYMENTS 1000 UNREALIZED GAINS ON PUBLIC SECURITIES GIFTED TO FOUNDATION 2356025 ANNUAL FEES - AMERICAN EXPRESS 695 695 695 COST BASIS ADJUSTMENTS 1 1 1 INVEST MGMT FEES - JPMORGAN CHASE 3052 3052 3052 INVEST MGMT FEES - US BANK 24686 24686 24686 INVESTMENT EXPENSES 10152 10152 10152 LIFE INS CASH VAL INCREASE 2073 2073 2073 OIL & GAS ADMIN -65 -65 -65 OIL & GAS COST DEPLETION -1992 -1992 -1992 OIL & GAS ROYALTIES 7640 7640 7640 OIL & GAS SEVERANCE TAXES -5960 -5960 -5960 STOCK WASH SALE GAINS REPORTED 97 FOREIGN TAXES 4047 4047 4047